Latest Institutional Transactions on Ishares Inc Msci Global Energy (FILL)
This table provides information on the latest institutional transactions involving Ishares Inc Msci Global Energy (FILL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.64K+ 9.32% |
$39.1K - $43.3K
|
19.3K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
640+ 8.93% |
$15.2K - $16.9K
|
7.81K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
436New |
$10.4K - $11.5K
|
436
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.77KNew |
$232K - $257K
|
9.77K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.5K- 36.56% |
$725K - $804K
|
52.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80- 0.49% |
$1.9K - $2.11K
|
16.4K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.8K- 57.24% |
$779K - $863K
|
24.5K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
819New |
$19.5K - $21.6K
|
819
$20.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.8K- 18.69% |
$398K - $441K
|
72.9K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.2K- 7.76% |
$28.5K - $31.6K
|
14.2K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.7KNew |
$373K - $414K
|
15.7K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.45K- 24.21% |
$58.2K - $64.5K
|
7.67K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.5KNew |
$273K - $303K
|
11.5K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.3K+ 14.45% |
$173K - $192K
|
57.8K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-63- 47.37% |
$1.5K - $1.66K
|
70
$1.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.01K+ 2.87% |
$24.1K - $26.7K
|
36.3K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.34KNew |
$55.5K - $61.5K
|
2.34K
$58.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.8K- 19.85% |
$446K - $494K
|
75.8K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 7.06% |
$478K - $530K
|
305K
$7.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.83K+ 93.11% |
$43.4K - $48.1K
|
3.79K
$95.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
109New |
$2.59K - $2.87K
|
109
$2.74K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.26K+ 6.32% |
$30K - $33.2K
|
21.2K
$534K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-350- 4.01% |
$8.32K - $9.22K
|
8.38K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
230New |
$5.46K - $6.06K
|
230
$5.79K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.28K- 3.91% |
$30.4K - $33.7K
|
31.4K
$791K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-368- 2.51% |
$8.74K - $9.69K
|
14.3K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.31K- 0.88% |
$31K - $34.4K
|
147K
$3.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
502+ 11.08% |
$11.9K - $13.2K
|
5.03K
$127K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-262- 1.56% |
$6.23K - $6.9K
|
16.5K
$415K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.9K+ 3.6% |
$92.6K - $103K
|
112K
$2.82M
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
25KNew |
$628K - $696K
|
25K
$629K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
51.6KNew |
$1.29M - $1.44M
|
51.6K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$100 - $111
|
4
$101
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
941+ 1809.62% |
$23.6K - $26.2K
|
993
$25K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2KNew |
$50.2K - $55.7K
|
2K
$50.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
388KNew |
$9.74M - $10.8M
|
388K
$9.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
48.4KNew |
$1.21M - $1.35M
|
48.4K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
380+ 3.41% |
$9.54K - $10.6K
|
11.5K
$290K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.17% |
$126 - $139
|
3.03K
$76.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.4KNew |
$725K - $833K
|
31.4K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.51K+ 39.63% |
$81K - $93.1K
|
12.4K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-837- 1.65% |
$19.3K - $22.2K
|
49.8K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 15.65% |
$415 - $477
|
133
$3.35K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15.4KNew |
$354K - $407K
|
15.4K
$386K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
450New |
$10.6K - $11.8K
|
450
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.05K- 77.39% |
$48.4K - $53.7K
|
599
$15.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
38.1KNew |
$898K - $997K
|
38.1K
$957K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
66+ 440.0% |
$1.49K - $1.73K
|
81
$2.04K
|
|