Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
23.4K+ 182.21% |
$1.04M - $1.16M
|
36.3K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
19.4KNew |
$863K - $962K
|
19.4K
$933K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.71K+ 4.67% |
$298K - $333K
|
150K
$7.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
5.46KNew |
$243K - $271K
|
5.46K
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.04KNew |
$224K - $250K
|
5.04K
$242K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.47KNew |
$199K - $222K
|
4.47K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.43KNew |
$197K - $220K
|
4.43K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.17KNew |
$186K - $207K
|
4.17K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.11KNew |
$183K - $204K
|
4.11K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.81K+ 1.4% |
$125K - $140K
|
203K
$9.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.64K+ 1.02% |
$118K - $131K
|
261K
$12.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
2.48K+ 575.17% |
$110K - $123K
|
2.91K
$140K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.32K+ 4.47% |
$103K - $115K
|
54.2K
$2.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.19K+ 8.08% |
$53.1K - $59.2K
|
16K
$768K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
899+ 7.16% |
$40K - $44.6K
|
13.4K
$647K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
830+ 2.66% |
$36.9K - $41.2K
|
32.1K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
784+ 2.59% |
$34.9K - $38.9K
|
31.1K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
704New |
$31.3K - $34.9K
|
704
$33.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
500+ 3.02% |
$22.3K - $24.8K
|
17.1K
$820K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
431+ 1.81% |
$19.2K - $21.4K
|
24.3K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
430New |
$19.1K - $21.3K
|
430
$20.7K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
403+ 0.33% |
$17.9K - $20K
|
122K
$5.87M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
399+ 1.95% |
$17.8K - $19.8K
|
20.9K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
380+ 0.08% |
$16.9K - $18.8K
|
496K
$23.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
318+ 0.3% |
$14.2K - $15.8K
|
107K
$5.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
194+ 1.3% |
$8.63K - $9.62K
|
15.2K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
107New |
$4.76K - $5.31K
|
107
$5.15K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 1.22% |
$4.45K - $4.96K
|
8.3K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 2.25% |
$4.45K - $4.96K
|
4.54K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$445 - $496
|
10
$481
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.19% |
$401 - $446
|
4.65K
$223K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.61% |
$89 - $99.2
|
330
$15.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.37% |
$44.5 - $49.6
|
270
$13K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-21- 0.39% |
$935 - $1.04K
|
5.32K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-47- 0.74% |
$2.09K - $2.33K
|
6.34K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-54- 0.3% |
$2.4K - $2.68K
|
17.9K
$860K
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-110- 0.28% |
$4.9K - $5.46K
|
39.5K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-122- 1.31% |
$5.43K - $6.05K
|
9.18K
$442K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-124- 1.66% |
$5.52K - $6.15K
|
7.36K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-127- 67.2% |
$5.65K - $6.3K
|
62
$2.98K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-136- 0.33% |
$6.05K - $6.75K
|
41.3K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-146- 1.64% |
$6.5K - $7.24K
|
8.74K
$421K
|
|
|
Nov 03, 2025
Q3 2025
|
Zeit Capital LLC
|
SELL
|
- |
-217- 0.46% |
$9.66K - $10.8K
|
46.8K
$2.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-280- 0.96% |
$12.5K - $13.9K
|
28.8K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-316- 1.79% |
$14.1K - $15.7K
|
17.3K
$833K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-466- 9.37% |
$20.7K - $23.1K
|
4.51K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-488- 5.04% |
$21.7K - $24.2K
|
9.2K
$442K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-767- 7.99% |
$34.1K - $38K
|
8.83K
$425K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-878- 2.58% |
$39.1K - $43.5K
|
33.1K
$1.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-895- 2.68% |
$39.8K - $44.4K
|
32.5K
$1.56M
|