Purchases and Sales Made in Q1 2025 in Ishares Inc Msci Global Energy (FILL)
This table provides information about the institutional ownership of Ishares Inc Msci Global Energy (FILL) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI GLOBAL ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3K+ 52.13% |
$458K - $505K
|
59.1K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.7KNew |
$333K - $367K
|
14.7K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 4.66% |
$331K - $365K
|
329K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.45KNew |
$191K - $211K
|
8.45K
$197K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.1KNew |
$183K - $202K
|
8.1K
$188K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5K+ 482.43% |
$113K - $125K
|
6.03K
$140K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.88KNew |
$87.8K - $96.8K
|
3.88K
$90.4K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.49K+ 12.08% |
$33.7K - $37.1K
|
13.8K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 7.12% |
$30.3K - $33.4K
|
20.1K
$468K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.14K+ 1.4% |
$25.7K - $28.3K
|
82.1K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.09KNew |
$24.6K - $27.1K
|
1.09K
$25.3K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
259+ 5.33% |
$5.86K - $6.46K
|
5.12K
$119K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
73New |
$1.65K - $1.82K
|
73
$1.7K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
11New |
$249 - $274
|
11
$256
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-145- 1.07% |
$3.28K - $3.61K
|
13.4K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-154- 0.12% |
$3.48K - $3.84K
|
133K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-300- 2.68% |
$6.78K - $7.48K
|
10.9K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-500- 3.14% |
$11.3K - $12.5K
|
15.4K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-655- 1.22% |
$14.8K - $16.3K
|
52.8K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.89K- 8.37% |
$42.8K - $47.2K
|
20.7K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.32K- 14.29% |
$52.5K - $57.9K
|
13.9K
$324K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.65K- 71.9% |
$59.9K - $66.1K
|
1.04K
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.01K- 8.71% |
$67.9K - $74.9K
|
31.5K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.02K- 24.24% |
$68.3K - $75.3K
|
9.44K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.1K- 18.59% |
$70.1K - $77.3K
|
13.6K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.48K- 42.56% |
$78.7K - $86.8K
|
4.7K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.95K- 10.67% |
$112K - $123K
|
41.4K
$964K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.9K- 26.82% |
$269K - $297K
|
32.5K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.5K- 31.09% |
$397K - $437K
|
38.9K
$905K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-22.4K- 31.79% |
$506K - $558K
|
48K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35K- 75.44% |
$791K - $872K
|
11.4K
$265K
|