Latest Institutional Transactions on Ishares Expanded Tech Sector E (IGM)
This table provides information on the latest institutional transactions involving Ishares Expanded Tech Sector E (IGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 600.0% |
$8.95K - $9.77K
|
84
$10.7K
|
|
|
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 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
41.9K+ 327.01% |
$5.21M - $5.69M
|
54.8K
$7M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4.91K- 28.29% |
$610K - $667K
|
12.5K
$1.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
6.01KNew |
$747K - $816K
|
6.01K
$768K
|
|
|
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 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-12- 0.59% |
$1.49K - $1.63K
|
2.03K
$259K
|
|
|
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 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-80- 1.69% |
$9.94K - $10.9K
|
4.66K
$595K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.45K+ 32.35% |
$304K - $332K
|
10K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.24K- 92.55% |
$403K - $440K
|
261
$33.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.31K- 76.19% |
$1.03M - $1.13M
|
2.6K
$332K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$373 - $407
|
7.39K
$945K
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-460- 1.62% |
$57.2K - $62.4K
|
28K
$3.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-357- 9.12% |
$44.4K - $48.5K
|
3.56K
$455K
|
|
|
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
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-263- 68.85% |
$32.7K - $35.7K
|
119
$15.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2K+ 39.96% |
$248K - $271K
|
6.99K
$894K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.01K- 7.22% |
$871K - $951K
|
90.1K
$11.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-33.3K- 48.99% |
$4.14M - $4.52M
|
34.7K
$4.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.83K- 6.84% |
$352K - $384K
|
38.6K
$4.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-223- 9.84% |
$27.7K - $30.3K
|
2.04K
$261K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.18% |
$497 - $543
|
2.19K
$280K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6K- 16.36% |
$745K - $814K
|
30.7K
$3.92M
|
|
|
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
|
Adirondack Trust CO
|
BUY
|
- |
72New |
$8.95K - $9.77K
|
72
$9.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4- 0.07% |
$497 - $543
|
5.94K
$759K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-472- 30.77% |
$58.6K - $64.1K
|
1.06K
$136K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
6.44KNew |
$801K - $874K
|
6.44K
$823K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.59K- 1.41% |
$198K - $216K
|
111K
$14.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14- 0.86% |
$1.74K - $1.9K
|
1.61K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
18New |
$2.24K - $2.44K
|
18
$2.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 54.14% |
$10.6K - $11.5K
|
72
$9.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
355+ 2.84% |
$44.1K - $48.2K
|
12.8K
$1.64M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.8K+ 30.58% |
$2.97M - $3.42M
|
114K
$14.6M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
236+ 6.48% |
$26.2K - $30.1K
|
3.88K
$496K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-650- 6.67% |
$72.1K - $83K
|
9.1K
$1.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 0.65% |
$177K - $203K
|
244K
$31.2M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
301New |
$33.4K - $38.4K
|
301
$38.5K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
89+ 8.33% |
$9.88K - $11.4K
|
1.16K
$148K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
209+ 5.39% |
$23.2K - $26.7K
|
4.09K
$523K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-713- 14.1% |
$79.1K - $91K
|
4.34K
$555K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78+ 0.33% |
$8.65K - $9.96K
|
23.7K
$3.03M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.46K+ 1.48% |
$162K - $186K
|
99.9K
$12.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 3.16% |
$169K - $195K
|
49.7K
$6.36M
|
|
|
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 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 2.56% |
$111 - $128
|
38
$4.86K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-5.08K- 20.99% |
$563K - $648K
|
19.1K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.3K+ 241737.5% |
$2.15M - $2.47M
|
19.3K
$2.47M
|
|