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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-178- 2.93% |
$19.8K - $22.7K
|
5.91K
$755K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.46KNew |
$717K - $825K
|
6.46K
$826K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.33K+ 27.3% |
$702K - $808K
|
29.5K
$3.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-40- 1.88% |
$4.44K - $5.11K
|
2.09K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.19K- 6.99% |
$798K - $918K
|
95.7K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.01K+ 17.79% |
$112K - $129K
|
6.69K
$855K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 47.62% |
$11.1K - $12.8K
|
310
$39.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
98.1KNew |
$10.9M - $12.5M
|
98.1K
$12.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.54K+ 238.23% |
$504K - $580K
|
6.45K
$824K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 81.84% |
$219K - $252K
|
4.39K
$561K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.73KNew |
$525K - $604K
|
4.73K
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
159+ 3.63% |
$17.6K - $20.3K
|
4.54K
$580K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-858- 10.75% |
$95.2K - $110K
|
7.12K
$910K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.08% |
$777 - $894
|
8.83K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
440+ 14.36% |
$48.8K - $56.2K
|
3.51K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4K+ 7.7% |
$1.15M - $1.33M
|
145K
$18.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-333- 5.95% |
$36.9K - $42.5K
|
5.26K
$672K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.35K- 25.07% |
$149K - $172K
|
4.03K
$514K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.07K+ 27.83% |
$674K - $775K
|
27.9K
$3.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
842+ 66.14% |
$93.4K - $107K
|
2.12K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-600- 1.63% |
$66.6K - $76.6K
|
36.2K
$4.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
17.4KNew |
$1.93M - $2.22M
|
17.4K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.7K+ 27.1% |
$188K - $217K
|
7.96K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 1.13% |
$6.32K - $7.28K
|
5K
$639K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 8.32% |
$203K - $233K
|
20.1K
$2.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.08K- 32.12% |
$342K - $393K
|
6.5K
$831K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-101- 2.02% |
$11.2K - $12.9K
|
4.9K
$626K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 0.58% |
$11.1K - $12.8K
|
17.3K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 1.2% |
$4.44K - $5.11K
|
3.3K
$422K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-694- 26.25% |
$77K - $88.6K
|
1.95K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.04K+ 16.24% |
$115K - $133K
|
7.44K
$951K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.82KNew |
$313K - $360K
|
2.82K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
3.4KNew |
$377K - $434K
|
3.4K
$435K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.78MNew |
$198M - $228M
|
1.78M
$228M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 0.25% |
$134K - $154K
|
490K
$62.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-828- 0.36% |
$91.9K - $106K
|
229K
$29.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.75KNew |
$194K - $224K
|
1.75K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.93KNew |
$325K - $374K
|
2.93K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-38- 0.96% |
$4.22K - $4.85K
|
3.92K
$501K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
312+ 445.71% |
$34.6K - $39.8K
|
382
$48.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.4K- 9.59% |
$155K - $179K
|
13.2K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61.6K+ 6.78% |
$6.83M - $7.86M
|
969K
$124M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$111 - $128
|
1
$128
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.04% |
$222 - $255
|
5.64K
$721K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
202K+ 7006.53% |
$22.4M - $25.8M
|
205K
$26.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 1.54% |
$4.44K - $5.11K
|
2.63K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$222 - $255
|
3.89K
$497K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $128
|
2.88K
$368K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.62K- 2.57% |
$180K - $207K
|
61.6K
$7.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.75KNew |
$194K - $223K
|
1.75K
$223K
|
|