Purchases and Sales Made in Q3 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 47.62% |
$11.1K - $12.8K
|
310
$39.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
94New |
$10.4K - $12K
|
94
$12K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
89+ 8.33% |
$9.88K - $11.4K
|
1.16K
$148K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
88+ 1.89% |
$9.76K - $11.2K
|
4.74K
$605K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
83New |
$9.21K - $10.6K
|
83
$10.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78+ 0.33% |
$8.65K - $9.96K
|
23.7K
$3.03M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
75+ 1.24% |
$8.32K - $9.58K
|
6.12K
$782K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54+ 0.2% |
$5.99K - $6.89K
|
27.7K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
52New |
$5.77K - $6.64K
|
52
$6.65K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50+ 0.51% |
$5.55K - $6.38K
|
9.81K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
50New |
$5.55K - $6.38K
|
50
$6.39K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
48New |
$5.33K - $6.13K
|
48
$6.13K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
45New |
$4.99K - $5.75K
|
45
$5.75K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.54% |
$4.44K - $5.11K
|
2.63K
$336K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$2.77K - $3.19K
|
25
$3.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
25+ 1.16% |
$2.77K - $3.19K
|
2.18K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$1.33K - $1.53K
|
12
$1.53K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$1.33K - $1.53K
|
12
$1.53K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.31% |
$888 - $1.02K
|
2.6K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$222 - $255
|
3.89K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$222 - $255
|
6.41K
$819K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.04% |
$222 - $255
|
5.64K
$721K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.02% |
$222 - $255
|
8.52K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$222 - $255
|
7.39K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2New |
$222 - $255
|
2
$256
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$111 - $128
|
18.8K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$111 - $128
|
1
$128
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $128
|
2.88K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$111 - $128
|
3.66K
$467K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.08% |
$111 - $128
|
94
$12K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1+ 0.03% |
$111 - $128
|
3.4K
$434K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$111 - $128
|
7.13K
$912K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$111 - $128
|
6.16K
$787K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 5.0% |
$111 - $128
|
21
$2.68K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 2.56% |
$111 - $128
|
38
$4.86K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3- 0.05% |
$333 - $383
|
5.95K
$760K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.02% |
$666 - $766
|
33.6K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.08% |
$777 - $894
|
8.83K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-15- 0.3% |
$1.66K - $1.92K
|
4.97K
$636K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.22% |
$1.66K - $1.92K
|
6.77K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-17- 24.29% |
$1.89K - $2.17K
|
53
$6.77K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 9.09% |
$3.33K - $3.83K
|
300
$38.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-38- 0.96% |
$4.22K - $4.85K
|
3.92K
$501K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 1.2% |
$4.44K - $5.11K
|
3.3K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-40- 1.88% |
$4.44K - $5.11K
|
2.09K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-54- 9.63% |
$5.99K - $6.89K
|
507
$64.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-57- 0.11% |
$6.32K - $7.28K
|
53.1K
$6.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 1.13% |
$6.32K - $7.28K
|
5K
$639K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59- 32.07% |
$6.55K - $7.53K
|
125
$16K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-62- 3.21% |
$6.88K - $7.92K
|
1.87K
$239K
|
|