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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-70- 0.4% |
$7.77K - $8.94K
|
17.4K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-75- 1.84% |
$8.32K - $9.58K
|
4K
$511K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-93- 3.96% |
$10.3K - $11.9K
|
2.26K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-98- 1.38% |
$10.9K - $12.5K
|
6.98K
$892K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 1.71% |
$11K - $12.6K
|
5.69K
$727K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-100- 4.76% |
$11.1K - $12.8K
|
2K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 0.58% |
$11.1K - $12.8K
|
17.3K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-101- 2.02% |
$11.2K - $12.9K
|
4.9K
$626K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-102- 0.91% |
$11.3K - $13K
|
11.1K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
SELL
|
- |
-115- 5.0% |
$12.8K - $14.7K
|
2.19K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-118- 3.17% |
$13.1K - $15.1K
|
3.61K
$461K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-125- 2.19% |
$13.9K - $16K
|
5.58K
$713K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-159- 4.58% |
$17.6K - $20.3K
|
3.31K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-161- 4.83% |
$17.9K - $20.6K
|
3.17K
$405K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-162- 2.41% |
$18K - $20.7K
|
6.55K
$837K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-168- 1.89% |
$18.6K - $21.4K
|
8.71K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-178- 2.93% |
$19.8K - $22.7K
|
5.91K
$755K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-185- 3.79% |
$20.5K - $23.6K
|
4.7K
$600K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-194- 3.21% |
$21.5K - $24.8K
|
5.85K
$748K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194- 1.71% |
$21.5K - $24.8K
|
11.2K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-216- 3.53% |
$24K - $27.6K
|
5.91K
$755K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-233- 0.65% |
$25.9K - $29.7K
|
35.8K
$4.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-241- 1.86% |
$26.7K - $30.8K
|
12.7K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-257- 7.85% |
$28.5K - $32.8K
|
3.02K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-276- 1.36% |
$30.6K - $35.2K
|
20.1K
$2.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-282- 7.55% |
$31.3K - $36K
|
3.45K
$441K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-302- 10.95% |
$33.5K - $38.6K
|
2.46K
$314K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-332- 31.35% |
$36.8K - $42.4K
|
727
$92.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-333- 5.95% |
$36.9K - $42.5K
|
5.26K
$672K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-352- 0.34% |
$39.1K - $44.9K
|
102K
$13.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-389- 4.28% |
$43.2K - $49.7K
|
8.71K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-402- 2.49% |
$44.6K - $51.3K
|
15.7K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-421- 16.03% |
$46.7K - $53.7K
|
2.21K
$282K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-431- 5.86% |
$47.8K - $55K
|
6.93K
$885K
|
|
|
Nov 14, 2025
Q3 2025
|
Campion Asset Management
|
SELL
|
- |
-438- 1.29% |
$48.6K - $55.9K
|
33.5K
$4.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-457- 13.05% |
$50.7K - $58.3K
|
3.05K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-478- 19.51% |
$53K - $61K
|
1.97K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-480- 11.13% |
$53.3K - $61.3K
|
3.83K
$490K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-530- 11.23% |
$58.8K - $67.7K
|
4.19K
$536K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-535- 6.6% |
$59.4K - $68.3K
|
7.57K
$967K
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-582- 0.68% |
$64.6K - $74.3K
|
84.7K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-590- 27.09% |
$65.5K - $75.3K
|
1.59K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-592- 17.26% |
$65.7K - $75.6K
|
2.84K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-600- 1.63% |
$66.6K - $76.6K
|
36.2K
$4.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-604- 1.05% |
$67K - $77.1K
|
57.1K
$7.3M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-650- 6.67% |
$72.1K - $83K
|
9.1K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-656- 4.23% |
$72.8K - $83.8K
|
14.9K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-660- 0.17% |
$73.2K - $84.3K
|
380K
$48.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-680- 2.31% |
$75.5K - $86.8K
|
28.8K
$3.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-694- 26.25% |
$77K - $88.6K
|
1.95K
$249K
|
|