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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.2K+ 2.33% |
$2.35M - $2.7M
|
931K
$119M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 1.43% |
$111K - $128K
|
69.2K
$8.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.84KNew |
$759K - $873K
|
6.84K
$874K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-57- 0.11% |
$6.32K - $7.28K
|
53.1K
$6.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 1.65% |
$11.1K - $12.8K
|
6.16K
$787K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
300+ 12.88% |
$33.3K - $38.3K
|
2.63K
$336K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58K+ 73.3% |
$6.43M - $7.4M
|
137K
$17.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
630New |
$69.9K - $80.4K
|
630
$80.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.8K+ 33.94% |
$200K - $230K
|
7.11K
$908K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.1K+ 12.97% |
$677K - $779K
|
53.2K
$6.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-216- 3.53% |
$24K - $27.6K
|
5.91K
$755K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.01K- 16.91% |
$223K - $256K
|
9.86K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$183K - $211K
|
1.65K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
528New |
$58.6K - $67.4K
|
528
$67.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-83.6K- 40.2% |
$9.28M - $10.7M
|
124K
$15.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
392+ 4.82% |
$43.5K - $50K
|
8.52K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-431- 5.86% |
$47.8K - $55K
|
6.93K
$885K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$197K - $227K
|
1.78K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.71K+ 197.08% |
$411K - $473K
|
5.59K
$714K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 86.13% |
$3.57M - $4.1M
|
69.5K
$8.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-332- 31.35% |
$36.8K - $42.4K
|
727
$92.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.9K+ 252.73% |
$3.1M - $3.57M
|
39K
$4.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
195K+ 22603.48% |
$21.6M - $24.8M
|
195K
$25M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1+ 0.03% |
$111 - $128
|
3.4K
$434K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.2K+ 15.87% |
$244K - $280K
|
16K
$2.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.61K+ 11.09% |
$1.07M - $1.23M
|
96.3K
$12.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-60.9K- 3.16% |
$6.76M - $7.78M
|
1.87M
$239M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-241- 1.86% |
$26.7K - $30.8K
|
12.7K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
27.1K+ 9.92% |
$3.01M - $3.46M
|
300K
$38.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-530- 11.23% |
$58.8K - $67.7K
|
4.19K
$536K
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-582- 0.68% |
$64.6K - $74.3K
|
84.7K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.8K+ 27.87% |
$1.2M - $1.38M
|
49.8K
$6.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.74KNew |
$193K - $222K
|
1.74K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09K+ 1.39% |
$121K - $140K
|
79.7K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-75- 1.84% |
$8.32K - $9.58K
|
4K
$511K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.1K+ 20.77% |
$233K - $268K
|
12.2K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
3.03KNew |
$337K - $387K
|
3.03K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29.6KNew |
$3.28M - $3.78M
|
29.6K
$3.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.32K- 56.15% |
$258K - $297K
|
1.81K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
94New |
$10.4K - $12K
|
94
$12K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
507New |
$56.3K - $64.7K
|
507
$64.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-102- 0.91% |
$11.3K - $13K
|
11.1K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$111 - $128
|
7.13K
$912K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01M+ 843.32% |
$334M - $384M
|
3.36M
$430M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 9.09% |
$3.33K - $3.83K
|
300
$38.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
270KNew |
$30M - $34.5M
|
270K
$34.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.31% |
$888 - $1.02K
|
2.6K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-185- 3.79% |
$20.5K - $23.6K
|
4.7K
$600K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.86M+ 1165.74% |
$206M - $237M
|
2.02M
$258M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 8.63% |
$139K - $160K
|
13.3K
$1.7M
|
|