Purchases and Sales Made in Q3 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01M+ 843.32% |
$334M - $384M
|
3.36M
$430M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.66M+ 101.57% |
$295M - $340M
|
5.28M
$675M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.3M+ 393.92% |
$255M - $293M
|
2.88M
$368M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.86M+ 1165.74% |
$206M - $237M
|
2.02M
$258M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.78MNew |
$198M - $228M
|
1.78M
$228M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73M+ 915.17% |
$191M - $220M
|
1.91M
$245M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
787K+ 1411.12% |
$87.3M - $100M
|
843K
$108M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
622KNew |
$69.1M - $79.5M
|
622K
$79.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
544K+ 35.57% |
$60.4M - $69.5M
|
2.07M
$265M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
415K+ 34.71% |
$46M - $52.9M
|
1.61M
$206M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
270KNew |
$30M - $34.5M
|
270K
$34.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
202K+ 7006.53% |
$22.4M - $25.8M
|
205K
$26.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
195K+ 22603.48% |
$21.6M - $24.8M
|
195K
$25M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 15.01% |
$20.4M - $23.5M
|
1.41M
$180M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 8.18% |
$20.2M - $23.2M
|
2.41M
$308M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
110K+ 2106.23% |
$12.2M - $14.1M
|
116K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99K+ 45.23% |
$11M - $12.6M
|
318K
$40.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
98.1KNew |
$10.9M - $12.5M
|
98.1K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87.3K+ 12.65% |
$9.69M - $11.1M
|
778K
$99.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.5K+ 55.09% |
$9.04M - $10.4M
|
229K
$29.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
68KNew |
$7.55M - $8.68M
|
68K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
66.5K+ 45.52% |
$7.38M - $8.49M
|
213K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.8K+ 78.81% |
$6.86M - $7.89M
|
140K
$17.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61.6K+ 6.78% |
$6.83M - $7.86M
|
969K
$124M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58K+ 73.3% |
$6.43M - $7.4M
|
137K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.2K+ 24.76% |
$5.13M - $5.9M
|
233K
$29.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
41.2KNew |
$4.57M - $5.26M
|
41.2K
$5.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
34.9K+ 11.19% |
$3.87M - $4.45M
|
347K
$44.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.9K+ 684.01% |
$3.76M - $4.33M
|
38.9K
$4.97M
|
|
|
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 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 29.09% |
$3.45M - $3.97M
|
138K
$17.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29.6KNew |
$3.28M - $3.78M
|
29.6K
$3.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.9K+ 252.73% |
$3.1M - $3.57M
|
39K
$4.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
27.1K+ 9.92% |
$3.01M - $3.46M
|
300K
$38.4M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.8K+ 30.58% |
$2.97M - $3.42M
|
114K
$14.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
22.5KNew |
$2.5M - $2.87M
|
22.5K
$2.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.2K+ 2.33% |
$2.35M - $2.7M
|
931K
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.7K+ 11.83% |
$2.3M - $2.65M
|
196K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.8K+ 27.42% |
$2.2M - $2.53M
|
92K
$11.8M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
19K+ 180.36% |
$2.11M - $2.43M
|
29.6K
$3.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
17.4KNew |
$1.93M - $2.22M
|
17.4K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
14.5K+ 44.82% |
$1.61M - $1.85M
|
46.9K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 29.02% |
$1.57M - $1.81M
|
63.1K
$8.06M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13.8K+ 15.46% |
$1.53M - $1.76M
|
103K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$1.36M - $1.56M
|
12.2K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.9K+ 67.6% |
$1.32M - $1.52M
|
29.5K
$3.77M
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 45.8% |
$1.28M - $1.47M
|
36.7K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11K+ 46.79% |
$1.22M - $1.4M
|
34.4K
$4.4M
|
|