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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.36KNew |
$484K - $557K
|
4.36K
$557K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.3KNew |
$366K - $421K
|
3.3K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
342+ 6.98% |
$37.9K - $43.7K
|
5.24K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-93- 3.96% |
$10.3K - $11.9K
|
2.26K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.8K+ 256.52% |
$1.31M - $1.51M
|
16.4K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.29K+ 40.12% |
$809K - $930K
|
25.5K
$3.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.02% |
$222 - $255
|
8.52K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-4.03K- 2.79% |
$447K - $514K
|
140K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
622KNew |
$69.1M - $79.5M
|
622K
$79.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.06KNew |
$229K - $263K
|
2.06K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175+ 3.34% |
$19.4K - $22.3K
|
5.42K
$693K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.77K- 11.5% |
$751K - $864K
|
52.1K
$6.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
787K+ 1411.12% |
$87.3M - $100M
|
843K
$108M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 29.09% |
$3.45M - $3.97M
|
138K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
396+ 257.14% |
$43.9K - $50.6K
|
550
$70.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
438New |
$48.6K - $55.9K
|
438
$56K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.08% |
$111 - $128
|
94
$12K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
415K+ 34.71% |
$46M - $52.9M
|
1.61M
$206M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
624+ 4.69% |
$69.2K - $79.7K
|
13.9K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.7K+ 5.22% |
$300K - $345K
|
54.4K
$6.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-590- 27.09% |
$65.5K - $75.3K
|
1.59K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$1.33K - $1.53K
|
12
$1.53K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.5K- 4.12% |
$277K - $319K
|
58.1K
$7.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-592- 17.26% |
$65.7K - $75.6K
|
2.84K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$111 - $128
|
18.8K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
126+ 4.84% |
$14K - $16.1K
|
2.73K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$111 - $128
|
3.66K
$467K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.81KNew |
$534K - $614K
|
4.81K
$615K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.32K+ 13.08% |
$146K - $169K
|
11.4K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99K+ 45.23% |
$11M - $12.6M
|
318K
$40.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.79KNew |
$199K - $229K
|
1.79K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-421- 16.03% |
$46.7K - $53.7K
|
2.21K
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 1.71% |
$11K - $12.6K
|
5.69K
$727K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.61K+ 10.62% |
$622K - $716K
|
58.4K
$7.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.49K+ 38.72% |
$277K - $318K
|
8.93K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.04K+ 7.13% |
$226K - $260K
|
30.6K
$3.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.79K+ 32.51% |
$309K - $356K
|
11.4K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-194- 3.21% |
$21.5K - $24.8K
|
5.85K
$748K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-54- 9.63% |
$5.99K - $6.89K
|
507
$64.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
217+ 0.44% |
$24.1K - $27.7K
|
50K
$6.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.33K+ 730.77% |
$148K - $170K
|
1.51K
$193K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$111 - $128
|
6.16K
$787K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
14.5K+ 44.82% |
$1.61M - $1.85M
|
46.9K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
128New |
$14.2K - $16.3K
|
128
$16.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
539+ 11.59% |
$59.8K - $68.8K
|
5.19K
$663K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
567+ 12.78% |
$62.9K - $72.4K
|
5.01K
$640K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
107+ 3.39% |
$11.9K - $13.7K
|
3.27K
$418K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59- 32.07% |
$6.55K - $7.53K
|
125
$16K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
673New |
$74.7K - $85.9K
|
673
$86K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$2.77K - $3.19K
|
25
$3.2K
|
|