Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
61.1K+ 13.94% |
$2.6M - $2.83M
|
500K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
29.1KNew |
$1.24M - $1.35M
|
29.1K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.98K+ 53.22% |
$255K - $277K
|
17.2K
$718K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.42K+ 18.95% |
$103K - $112K
|
15.2K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.41K+ 4.39% |
$60.1K - $65.3K
|
33.5K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
865New |
$36.8K - $40K
|
865
$36.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
152+ 16.14% |
$6.48K - $7.03K
|
1.09K
$45.6K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
146New |
$6.22K - $6.76K
|
146
$6.09K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
114+ 2.22% |
$4.86K - $5.27K
|
5.25K
$219K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
47+ 0.53% |
$2K - $2.17K
|
8.84K
$369K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
35+ 0.54% |
$1.49K - $1.62K
|
6.53K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5+ 0.09% |
$213 - $231
|
5.4K
$225K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$85.2 - $92.5
|
995
$41.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.03% |
$42.6 - $46.3
|
3.05K
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 1.53% |
$6.39K - $6.94K
|
9.68K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-458- 3.65% |
$19.5K - $21.2K
|
12.1K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-567- 3.24% |
$24.2K - $26.2K
|
17K
$707K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-595- 1.8% |
$25.3K - $27.5K
|
32.5K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.51K- 3.76% |
$192K - $209K
|
115K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-5.36K- 14.46% |
$228K - $248K
|
31.7K
$1.32M
|