Purchases and Sales Made in Q4 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
6.44KNew |
$801K - $874K
|
6.44K
$823K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.45K+ 32.35% |
$304K - $332K
|
10K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2K+ 39.96% |
$248K - $271K
|
6.99K
$894K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
355+ 2.84% |
$44.1K - $48.2K
|
12.8K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
72New |
$8.95K - $9.77K
|
72
$9.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
18New |
$2.24K - $2.44K
|
18
$2.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.18% |
$497 - $543
|
2.19K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$373 - $407
|
7.39K
$945K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$124 - $136
|
6.16K
$787K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4- 0.07% |
$497 - $543
|
5.94K
$759K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14- 0.86% |
$1.74K - $1.9K
|
1.61K
$205K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-80- 1.69% |
$9.94K - $10.9K
|
4.66K
$595K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 54.14% |
$10.6K - $11.5K
|
72
$9.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-223- 9.84% |
$27.7K - $30.3K
|
2.04K
$261K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-263- 68.85% |
$32.7K - $35.7K
|
119
$15.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-342- 5.26% |
$42.5K - $46.4K
|
6.16K
$788K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-357- 9.12% |
$44.4K - $48.5K
|
3.56K
$455K
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-460- 1.62% |
$57.2K - $62.4K
|
28K
$3.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-472- 30.77% |
$58.6K - $64.1K
|
1.06K
$136K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.59K- 1.41% |
$198K - $216K
|
111K
$14.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.83K- 6.84% |
$352K - $384K
|
38.6K
$4.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.24K- 92.55% |
$403K - $440K
|
261
$33.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6K- 16.36% |
$745K - $814K
|
30.7K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.01K- 7.22% |
$871K - $951K
|
90.1K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.31K- 76.19% |
$1.03M - $1.13M
|
2.6K
$332K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-33.3K- 48.99% |
$4.14M - $4.52M
|
34.7K
$4.43M
|
|