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 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-480- 11.13% |
$53.3K - $61.3K
|
3.83K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.7K+ 18.85% |
$188K - $217K
|
10.7K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.04K- 46.11% |
$337K - $388K
|
3.55K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50+ 0.51% |
$5.55K - $6.38K
|
9.81K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.22K+ 32.34% |
$135K - $156K
|
5K
$639K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
371+ 0.38% |
$41.2K - $47.4K
|
97.1K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1.97K- 6.47% |
$218K - $251K
|
28.5K
$3.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
695+ 11.91% |
$77.1K - $88.7K
|
6.53K
$834K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.67K+ 22.06% |
$518K - $596K
|
25.8K
$3.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54+ 0.2% |
$5.99K - $6.89K
|
27.7K
$3.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
177+ 4.13% |
$19.6K - $22.6K
|
4.46K
$570K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
364+ 10.37% |
$40.4K - $46.5K
|
3.88K
$495K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
141+ 27.59% |
$15.6K - $18K
|
652
$83.3K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$200K - $230K
|
1.8K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.76K- 8.22% |
$306K - $352K
|
30.8K
$3.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
717+ 220.62% |
$79.6K - $91.5K
|
1.04K
$133K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$1.33K - $1.53K
|
12
$1.53K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-352- 0.34% |
$39.1K - $44.9K
|
102K
$13.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.51K+ 61.52% |
$390K - $448K
|
9.22K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
88+ 1.89% |
$9.76K - $11.2K
|
4.74K
$605K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-535- 6.6% |
$59.4K - $68.3K
|
7.57K
$967K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
68KNew |
$7.55M - $8.68M
|
68K
$8.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
538New |
$59.7K - $68.7K
|
538
$68.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
366+ 0.57% |
$40.6K - $46.7K
|
65K
$8.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.62KNew |
$735K - $845K
|
6.62K
$846K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 387.76% |
$763K - $878K
|
8.65K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.03K- 6.08% |
$114K - $131K
|
15.9K
$2.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-168- 1.89% |
$18.6K - $21.4K
|
8.71K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3- 0.05% |
$333 - $383
|
5.95K
$760K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.95KNew |
$216K - $249K
|
1.95K
$249K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 5.0% |
$111 - $128
|
21
$2.68K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
45New |
$4.99K - $5.75K
|
45
$5.75K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.27KNew |
$251K - $289K
|
2.27K
$290K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.69K- 7.71% |
$187K - $215K
|
20.2K
$2.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$222 - $255
|
7.39K
$944K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
930New |
$103K - $119K
|
930
$119K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
25+ 1.16% |
$2.77K - $3.19K
|
2.18K
$279K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.02% |
$666 - $766
|
33.6K
$4.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
164+ 4.72% |
$18.2K - $20.9K
|
3.64K
$465K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-389- 4.28% |
$43.2K - $49.7K
|
8.71K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
22.5KNew |
$2.5M - $2.87M
|
22.5K
$2.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.39KNew |
$376K - $433K
|
3.39K
$433K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
120New |
$13.3K - $15.3K
|
120
$15.3K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.7K- 2.52% |
$2.53M - $3.57M
|
1.23M
$157M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-75- 1.23% |
$5.99K - $8.43K
|
6.04K
$772K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
345+ 10.46% |
$27.5K - $38.8K
|
3.64K
$465K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-481- 49.95% |
$38.4K - $54K
|
482
$61.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-184- 1.44% |
$14.7K - $20.7K
|
12.6K
$1.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.4K- 11.14% |
$988K - $1.39M
|
98.8K
$12.6M
|
|