Purchases and Sales Made in Q4 2025 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH-SOFTWARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
118KNew |
$12.6M - $13.8M
|
118K
$12.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
38.6KNew |
$4.12M - $4.52M
|
38.6K
$4.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
33.3KNew |
$3.56M - $3.9M
|
33.3K
$3.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
24.4KNew |
$2.61M - $2.86M
|
24.4K
$2.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
21.4KNew |
$2.28M - $2.5M
|
21.4K
$2.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
12.8KNew |
$1.36M - $1.5M
|
12.8K
$1.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
12.4KNew |
$1.32M - $1.45M
|
12.4K
$1.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
10.3K+ 74.17% |
$1.1M - $1.2M
|
24.1K
$2.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
8.51KNew |
$909K - $996K
|
8.51K
$914K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
8.49K+ 14.6% |
$907K - $993K
|
66.6K
$7.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Ak Global Asset Management, LLC
Oakland, CA |
BUY
|
- |
3.83KNew |
$409K - $448K
|
3.83K
$411K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
3.19KNew |
$340K - $373K
|
3.19K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.13K+ 7.1% |
$335K - $367K
|
47.3K
$5.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.89K+ 17.96% |
$309K - $339K
|
19K
$2.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.85K+ 12.91% |
$304K - $333K
|
24.9K
$2.67M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44K+ 3.25% |
$260K - $285K
|
77.3K
$8.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.16KNew |
$230K - $253K
|
2.16K
$232K
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.96KNew |
$209K - $229K
|
1.96K
$210K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.9K+ 27.59% |
$203K - $222K
|
8.77K
$942K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
1.88KNew |
$200K - $220K
|
1.88K
$201K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.51KNew |
$161K - $177K
|
1.51K
$162K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.42K+ 2.43% |
$151K - $166K
|
59.7K
$6.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 2.64% |
$141K - $154K
|
51.2K
$5.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
982+ 26.26% |
$105K - $115K
|
4.72K
$507K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
884+ 1.08% |
$94.4K - $103K
|
82.6K
$8.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
859+ 44.46% |
$91.8K - $101K
|
2.79K
$300K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
853+ 1.81% |
$91.1K - $99.9K
|
48.1K
$5.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
716New |
$76.5K - $83.8K
|
716
$76.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
706+ 4.0% |
$75.4K - $82.7K
|
18.4K
$1.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
705New |
$75.3K - $82.5K
|
705
$75.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
629+ 7.32% |
$67.2K - $73.6K
|
9.22K
$991K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
562New |
$60K - $65.8K
|
562
$60.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
519+ 22.11% |
$55.4K - $60.8K
|
2.87K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
500+ 71.43% |
$53.4K - $58.5K
|
1.2K
$129K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
483+ 1.51% |
$51.6K - $56.5K
|
32.5K
$3.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
400+ 1428.57% |
$42.7K - $46.8K
|
428
$46K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
393+ 0.57% |
$42K - $46K
|
69K
$7.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
355+ 417.65% |
$37.9K - $41.6K
|
440
$47.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
270+ 1.91% |
$28.8K - $31.6K
|
14.4K
$1.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
254+ 2.22% |
$27.1K - $29.7K
|
11.7K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
229New |
$24.5K - $26.8K
|
229
$24.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
194New |
$20.7K - $22.7K
|
194
$20.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
151+ 0.74% |
$16.1K - $17.7K
|
20.6K
$2.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
126+ 2.55% |
$13.5K - $14.8K
|
5.08K
$545K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80+ 69.57% |
$8.55K - $9.37K
|
195
$21K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
75+ 2.27% |
$8.01K - $8.78K
|
3.39K
$364K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
75New |
$8.01K - $8.78K
|
75
$8.06K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
71+ 0.79% |
$7.59K - $8.31K
|
9.01K
$968K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
60New |
$6.41K - $7.02K
|
60
$6.45K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
49+ 1.42% |
$5.24K - $5.74K
|
3.5K
$376K
|
|