Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
26.9K+ 185.28% |
$1.03M - $1.24M
|
41.4K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15KNew |
$572K - $689K
|
15K
$674K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
9.63K+ 22.79% |
$368K - $443K
|
51.9K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.52K+ 638.5% |
$211K - $254K
|
6.39K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.1K+ 2.01% |
$195K - $235K
|
258K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.25K+ 4.29% |
$47.6K - $57.3K
|
30.3K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
493+ 1.47% |
$18.8K - $22.7K
|
34K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
453+ 3.75% |
$17.3K - $20.8K
|
12.5K
$565K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150New |
$5.73K - $6.9K
|
150
$6.76K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
95+ 2.09% |
$3.63K - $4.37K
|
4.64K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
94+ 7.74% |
$3.59K - $4.32K
|
1.31K
$59K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69+ 0.78% |
$2.64K - $3.17K
|
8.9K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$764 - $920
|
20
$901
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.16% |
$115 - $138
|
1.92K
$86.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.75% |
$76.4 - $92
|
269
$12.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$76.4 - $92
|
997
$44.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.31% |
$38.2 - $46
|
328
$14.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.56% |
$38.2 - $46
|
65
$2.93K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-222- 2.3% |
$8.48K - $10.2K
|
9.44K
$425K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-379- 7.08% |
$14.5K - $17.4K
|
4.97K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-406- 2.39% |
$15.5K - $18.7K
|
16.6K
$746K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.03K- 9.94% |
$39.2K - $47.3K
|
9.3K
$419K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.75K- 8.66% |
$143K - $173K
|
39.6K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.39K- 7.27% |
$321K - $386K
|
107K
$4.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.6K- 60.63% |
$672K - $809K
|
11.4K
$514K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-44.7K- 82.58% |
$1.71M - $2.06M
|
9.43K
$425K
|