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 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
94+ 7.74% |
$3.59K - $4.32K
|
1.31K
$64.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69+ 0.78% |
$2.64K - $3.17K
|
8.9K
$439K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
53+ 0.6% |
$2.03K - $2.44K
|
8.89K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
38+ 0.58% |
$1.45K - $1.75K
|
6.56K
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
30New |
$1.15K - $1.38K
|
30
$1.48K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$764 - $920
|
20
$988
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.27% |
$459 - $552
|
4.44K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.16% |
$115 - $138
|
1.92K
$94.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.75% |
$76.4 - $92
|
269
$13.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$76.4 - $92
|
997
$49.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.31% |
$38.2 - $46
|
328
$16.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.56% |
$38.2 - $46
|
65
$3.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-28- 2.43% |
$1.07K - $1.29K
|
1.12K
$55.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-50- 5.01% |
$1.91K - $2.3K
|
949
$46.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-52- 0.96% |
$1.99K - $2.39K
|
5.34K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-80- 1.13% |
$3.06K - $3.68K
|
6.97K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 69.23% |
$3.44K - $4.14K
|
40
$1.98K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99- 23.68% |
$3.78K - $4.55K
|
319
$15.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-222- 2.3% |
$8.48K - $10.2K
|
9.44K
$466K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-346- 2.29% |
$13.2K - $15.9K
|
14.8K
$730K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-371- 1.26% |
$14.2K - $17.1K
|
29.1K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-375- 5.29% |
$14.3K - $17.3K
|
6.71K
$332K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-379- 7.08% |
$14.5K - $17.4K
|
4.97K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-406- 2.39% |
$15.5K - $18.7K
|
16.6K
$818K
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-426- 1.35% |
$16.3K - $19.6K
|
31.2K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-650- 3.41% |
$24.8K - $29.9K
|
18.4K
$909K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-745- 5.56% |
$28.5K - $34.3K
|
12.7K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-749- 3.38% |
$28.6K - $34.5K
|
21.4K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-868- 8.21% |
$33.2K - $39.9K
|
9.71K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-899- 0.3% |
$34.4K - $41.4K
|
296K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-904- 3.83% |
$34.5K - $41.6K
|
22.7K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.03K- 9.94% |
$39.2K - $47.3K
|
9.3K
$459K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.07K- 3.69% |
$40.8K - $49.1K
|
27.8K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 9.66% |
$89.6K - $108K
|
21.9K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-2.7K- 3.29% |
$103K - $124K
|
79.4K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.78K- 98.2% |
$106K - $128K
|
51
$2.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.96K- 3.01% |
$113K - $136K
|
95.4K
$4.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.75K- 8.66% |
$143K - $173K
|
39.6K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.1K- 5.76% |
$157K - $189K
|
67K
$3.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-4.47K- 0.89% |
$171K - $206K
|
495K
$24.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.39K- 7.27% |
$321K - $386K
|
107K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.02K- 20.68% |
$345K - $415K
|
34.6K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.27K- 57.91% |
$354K - $426K
|
6.74K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.5K- 8.19% |
$592K - $712K
|
173K
$8.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.6K- 60.63% |
$672K - $809K
|
11.4K
$564K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-44.7K- 82.58% |
$1.71M - $2.06M
|
9.43K
$466K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.4K- 7.61% |
$2.65M - $3.19M
|
842K
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72.2K- 9.94% |
$2.76M - $3.32M
|
654K
$32.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-123K- 92.6% |
$4.7M - $5.66M
|
9.83K
$485K
|