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 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-638- 1.76% |
$79.3K - $86.6K
|
35.6K
$4.54M
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.44K- 10.92% |
$179K - $196K
|
11.8K
$1.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.59K- 1.41% |
$198K - $216K
|
111K
$14.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.64K- 5.31% |
$203K - $222K
|
29.2K
$3.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.64K- 2.37% |
$204K - $223K
|
67.5K
$8.63M
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 8.57% |
$214K - $234K
|
18.4K
$2.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.16K- 4.04% |
$268K - $293K
|
51.2K
$6.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.28K- 17.94% |
$284K - $310K
|
10.4K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.47K- 23.1% |
$307K - $335K
|
8.23K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.83K- 6.84% |
$352K - $384K
|
38.6K
$4.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.24K- 92.55% |
$403K - $440K
|
261
$33.4K
|
|
|
Jan 22, 2026
Q4 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-3.49K- 11.34% |
$433K - $473K
|
27.3K
$3.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4.91K- 28.29% |
$610K - $667K
|
12.5K
$1.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6K- 16.36% |
$745K - $814K
|
30.7K
$3.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.6K- 76.33% |
$820K - $896K
|
2.05K
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.01K- 7.22% |
$871K - $951K
|
90.1K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.31K- 76.19% |
$1.03M - $1.13M
|
2.6K
$332K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-23.7K- 80.04% |
$2.94M - $3.21M
|
5.9K
$754K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-33.3K- 48.99% |
$4.14M - $4.52M
|
34.7K
$4.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-45.6K- 15.16% |
$5.66M - $6.18M
|
255K
$32.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-90.1K- 46.07% |
$11.2M - $12.2M
|
105K
$13.5M
|
|