Purchases and Sales Made in Q1 2023 in Ishares Tr North Amern Nat Res (IGE)
This table provides information about the institutional ownership of Ishares Tr North Amern Nat Res (IGE) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR NORTH AMERN NAT RES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-21- 0.38% |
$767 - $914
|
5.57K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-22- 3.24% |
$804 - $957
|
656
$29.3K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-25- 0.16% |
$914 - $1.09K
|
15.9K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-50- 24.39% |
$1.83K - $2.18K
|
155
$6.92K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-63- 0.32% |
$2.3K - $2.74K
|
19.9K
$886K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-80- 0.72% |
$2.92K - $3.48K
|
11K
$491K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 90.91% |
$3.65K - $4.35K
|
10
$446
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-105Closed |
$3.84K - $4.57K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-134- 0.47% |
$4.9K - $5.83K
|
28.3K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-183- 1.28% |
$6.69K - $7.96K
|
14.1K
$630K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-198- 57.39% |
$7.23K - $8.61K
|
147
$6.56K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-217- 1.78% |
$7.93K - $9.44K
|
12K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-217- 1.78% |
$7.93K - $9.44K
|
12K
$535K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-284- 0.65% |
$10.4K - $12.4K
|
43.7K
$1.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-310- 3.98% |
$11.3K - $13.5K
|
7.48K
$334K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-496- 79.87% |
$18.1K - $21.6K
|
125
$5.58K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-550- 0.15% |
$20.1K - $23.9K
|
360K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-585- 12.07% |
$21.4K - $25.5K
|
4.26K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-639- 13.72% |
$23.3K - $27.8K
|
4.02K
$179K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-701- 69.68% |
$25.6K - $30.5K
|
305
$13.6K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-755- 1.96% |
$27.6K - $32.9K
|
37.8K
$1.69M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 0.68% |
$29.2K - $34.8K
|
117K
$5.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-858- 11.71% |
$31.4K - $37.3K
|
6.47K
$289K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-906- 1.34% |
$33.1K - $39.4K
|
66.7K
$2.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-906- 4.51% |
$33.1K - $39.4K
|
19.2K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.15K- 13.97% |
$41.8K - $49.8K
|
7.05K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.15K- 8.88% |
$41.9K - $49.9K
|
11.8K
$525K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.26K- 3.38% |
$45.9K - $54.6K
|
35.8K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.31K- 15.39% |
$47.8K - $57K
|
7.2K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.42K- 1.56% |
$51.7K - $61.6K
|
89.3K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.72K- 2.97% |
$62.9K - $74.9K
|
56.3K
$2.51M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.86K- 63.92% |
$68K - $80.9K
|
1.05K
$46.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 1.99% |
$75.4K - $89.8K
|
101K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.22K- 1.07% |
$80.9K - $96.4K
|
205K
$9.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.24K- 9.16% |
$81.7K - $97.3K
|
22.2K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.32K- 4.17% |
$84.7K - $101K
|
53.3K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.85K- 14.76% |
$104K - $124K
|
16.5K
$735K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.88K- 22.54% |
$105K - $125K
|
9.91K
$442K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3K- 27.69% |
$110K - $131K
|
7.83K
$350K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.4K- 3.27% |
$124K - $148K
|
101K
$4.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.55K- 2.05% |
$130K - $154K
|
169K
$7.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.99K- 9.02% |
$146K - $174K
|
40.3K
$1.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.33K- 11.82% |
$195K - $232K
|
39.7K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.97K- 20.04% |
$218K - $260K
|
23.8K
$1.06M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.58K- 9.51% |
$241K - $286K
|
62.6K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.97K- 5.4% |
$255K - $303K
|
122K
$5.45M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-7.06K- 18.91% |
$258K - $307K
|
30.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.91K- 23.26% |
$289K - $344K
|
26.1K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-9.08K- 96.8% |
$332K - $395K
|
300
$13.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-9.17K- 29.55% |
$335K - $399K
|
21.9K
$976K
|