Purchases and Sales Made in Q4 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
41.9K+ 327.01% |
$5.21M - $5.69M
|
54.8K
$7M
|
|
|
Jan 21, 2026
Q4 2025
|
Ak Global Asset Management, LLC
Oakland, CA |
BUY
|
- |
16.2KNew |
$2.02M - $2.2M
|
16.2K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
6.44KNew |
$801K - $874K
|
6.44K
$823K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
6.01KNew |
$747K - $816K
|
6.01K
$768K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.82KNew |
$350K - $383K
|
2.82K
$360K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.6K+ 249.14% |
$323K - $352K
|
3.64K
$465K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.45K+ 32.35% |
$304K - $332K
|
10K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.01K+ 35.92% |
$249K - $272K
|
7.6K
$971K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2K+ 39.96% |
$248K - $271K
|
6.99K
$894K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.98K+ 131.8% |
$246K - $268K
|
3.48K
$444K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.62K+ 22.77% |
$201K - $220K
|
8.73K
$1.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
384New |
$47.7K - $52.1K
|
384
$49.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
355+ 2.84% |
$44.1K - $48.2K
|
12.8K
$1.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
351New |
$43.6K - $47.6K
|
351
$44.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
120+ 1.58% |
$14.9K - $16.3K
|
7.72K
$986K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
105+ 1.23% |
$13K - $14.3K
|
8.62K
$1.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
79+ 17.56% |
$9.82K - $10.7K
|
529
$67.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 600.0% |
$8.95K - $9.77K
|
84
$10.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
72New |
$8.95K - $9.77K
|
72
$9.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
18New |
$2.24K - $2.44K
|
18
$2.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.18% |
$497 - $543
|
2.19K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$373 - $407
|
7.39K
$945K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.05% |
$373 - $407
|
5.64K
$721K
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$249 - $271
|
3.66K
$467K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$124 - $136
|
6.16K
$787K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4- 0.07% |
$497 - $543
|
5.94K
$759K
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-12- 0.59% |
$1.49K - $1.63K
|
2.03K
$259K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14- 0.86% |
$1.74K - $1.9K
|
1.61K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-57- 1.68% |
$7.08K - $7.74K
|
3.34K
$427K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-58- 1.78% |
$7.21K - $7.87K
|
3.21K
$410K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-78- 13.0% |
$9.69K - $10.6K
|
522
$66.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-80- 1.69% |
$9.94K - $10.9K
|
4.66K
$595K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 54.14% |
$10.6K - $11.5K
|
72
$9.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-100- 0.36% |
$12.4K - $13.6K
|
27.6K
$3.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 0.59% |
$13.7K - $14.9K
|
18.7K
$2.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
SELL
|
- |
-190- 6.33% |
$23.6K - $25.8K
|
2.81K
$359K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-223- 9.84% |
$27.7K - $30.3K
|
2.04K
$261K
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-225- 1.16% |
$28K - $30.5K
|
19.1K
$2.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-225- 1.3% |
$28K - $30.5K
|
17K
$2.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-263- 68.85% |
$32.7K - $35.7K
|
119
$15.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-263- 1.02% |
$32.7K - $35.7K
|
25.6K
$3.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-300- 11.11% |
$37.3K - $40.7K
|
2.4K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-309- 7.95% |
$38.4K - $41.9K
|
3.58K
$457K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-342- 5.26% |
$42.5K - $46.4K
|
6.16K
$788K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-357- 9.12% |
$44.4K - $48.5K
|
3.56K
$455K
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-460- 1.62% |
$57.2K - $62.4K
|
28K
$3.58M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-471- 3.38% |
$58.5K - $63.9K
|
13.5K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-472- 30.77% |
$58.6K - $64.1K
|
1.06K
$136K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-495- 75.92% |
$61.5K - $67.2K
|
157
$20.1K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-582- 9.51% |
$72.3K - $79K
|
5.54K
$708K
|
|