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 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-695- 13.94% |
$77.1K - $88.7K
|
4.29K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-708- 11.93% |
$78.6K - $90.4K
|
5.23K
$668K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-709- 21.78% |
$78.7K - $90.5K
|
2.55K
$325K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-713- 14.1% |
$79.1K - $91K
|
4.34K
$555K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-788- 8.05% |
$87.4K - $101K
|
9K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-828- 0.36% |
$91.9K - $106K
|
229K
$29.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-858- 10.75% |
$95.2K - $110K
|
7.12K
$910K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 1.43% |
$111K - $128K
|
69.2K
$8.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.03K- 6.08% |
$114K - $131K
|
15.9K
$2.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.13K- 0.99% |
$125K - $144K
|
113K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 8.63% |
$139K - $160K
|
13.3K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.34K- 14.24% |
$149K - $171K
|
8.08K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.35K- 25.07% |
$149K - $172K
|
4.03K
$514K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.4K- 9.59% |
$155K - $179K
|
13.2K
$1.69M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 0.65% |
$177K - $203K
|
244K
$31.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.62K- 2.57% |
$180K - $207K
|
61.6K
$7.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.69K- 7.71% |
$187K - $215K
|
20.2K
$2.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 8.32% |
$203K - $233K
|
20.1K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1.97K- 6.47% |
$218K - $251K
|
28.5K
$3.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.01K- 16.91% |
$223K - $256K
|
9.86K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.32K- 56.15% |
$258K - $297K
|
1.81K
$232K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-2.39K- 7.2% |
$265K - $305K
|
30.7K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.46K- 5.06% |
$273K - $314K
|
46.1K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.5K- 4.12% |
$277K - $319K
|
58.1K
$7.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.76K- 8.22% |
$306K - $352K
|
30.8K
$3.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.04K- 46.11% |
$337K - $388K
|
3.55K
$454K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.08K- 32.12% |
$342K - $393K
|
6.5K
$831K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.98K- 11.51% |
$442K - $508K
|
30.6K
$3.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-4.03K- 2.79% |
$447K - $514K
|
140K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.65K- 21.18% |
$516K - $594K
|
17.3K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.05K- 10.11% |
$560K - $644K
|
44.9K
$5.73M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-5.08K- 20.99% |
$563K - $648K
|
19.1K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-5.7K- 27.14% |
$632K - $728K
|
15.3K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.77K- 11.5% |
$751K - $864K
|
52.1K
$6.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.19K- 6.99% |
$798K - $918K
|
95.7K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.23K- 1.91% |
$802K - $923K
|
372K
$47.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.36K- 51.87% |
$816K - $939K
|
6.83K
$873K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10K- 56.53% |
$1.11M - $1.28M
|
7.72K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-11K- 1.72% |
$1.23M - $1.41M
|
631K
$80.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12.2K- 26.6% |
$1.36M - $1.56M
|
33.8K
$4.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-28K- 5.03% |
$3.1M - $3.57M
|
528K
$67.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-38.1K- 74.82% |
$4.23M - $4.86M
|
12.8K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-60.9K- 3.16% |
$6.76M - $7.78M
|
1.87M
$239M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-65.6K- 3.79% |
$7.28M - $8.37M
|
1.66M
$213M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-83.6K- 40.2% |
$9.28M - $10.7M
|
124K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-93.3K- 94.24% |
$10.4M - $11.9M
|
5.7K
$729K
|
|