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 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21.7KNew |
$490K - $570K
|
21.7K
$558K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$242K - $270K
|
10.9K
$281K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
678New |
$15K - $16.7K
|
678
$17.4K
|
|
Q1 2023 | |||||||
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-200Closed |
$4.31K - $5.08K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 10.34% |
$3.23K - $3.81K
|
1.3K
$33.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$539 - $636
|
25
$642
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 45.87% |
$1.08K - $1.27K
|
59
$1.52K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250New |
$5.59K - $6.58K
|
250
$6.42K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.08KNew |
$46.4K - $54.6K
|
2.08K
$53.3K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
949New |
$21.2K - $25K
|
949
$24.4K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$134 - $158
|
6
$154
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.33K+ 20.25% |
$29.8K - $35K
|
7.91K
$203K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 9.09% |
$22.4 - $26.3
|
12
$308
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43+ 3.38% |
$962 - $1.13K
|
1.32K
$33.8K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.11KNew |
$204K - $240K
|
9.11K
$234K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.85KNew |
$86.1K - $101K
|
3.85K
$98.8K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$67.1 - $79
|
3
$77.1
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 250.0% |
$1.97K - $2.46K
|
140
$3.6K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.29K+ 3.53% |
$45.1K - $56.5K
|
67.3K
$1.73M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
347KNew |
$7.18M - $9.23M
|
347K
$8.9M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-12.1K- 53.38% |
$251K - $323K
|
10.6K
$272K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-16.1KClosed |
$333K - $429K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-522Closed |
$9.54K - $12.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
448New |
$8.19K - $10.4K
|
448
$11.5K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-15.7K- 60.39% |
$287K - $364K
|
10.3K
$265K
|
|
Q4 2021 | |||||||
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.98KNew |
$171K - $194K
|
9.98K
$256K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-227KClosed |
$3.89M - $4.41M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
400New |
$6.85K - $7.77K
|
400
$10.3K
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5Closed |
$74.5 - $88.7
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
265New |
$3.95K - $4.7K
|
265
$6.81K
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-305Closed |
$4.63K - $5.37K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-130Closed |
$1.71K - $2.21K
|
0
$0
|
|
Q4 2020 | |||||||
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4KClosed |
$38.6K - $56.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-160Closed |
$1.67K - $2.05K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.16KClosed |
$12.1K - $14.8K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.1KClosed |
$106K - $147K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Financial Counselors Inc
|
SELL
|
- |
-12.2KClosed |
$128K - $178K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1KClosed |
$107K - $148K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
413New |
$4.34K - $6.03K
|
413
$10.6K
|
|
Q4 2019 | |||||||
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
2.58K+ 17.09% |
$46.1K - $50.6K
|
17.7K
$455K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.5KClosed |
$201K - $279K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-482Closed |
$8.43K - $11.7K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30.1KClosed |
$526K - $731K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.5KNew |
$252K - $276K
|
11.5K
$295K
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$2.06K - $2.44K
|
0
$0
|
|
Q1 2018 | |||||||
Mar 24, 2023
Q1 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-683- 58.08% |
$13.6K - $15.8K
|
493
$12.7K
|
|
Sep 07, 2021
Q1 2018
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-930Closed |
$18.5K - $21.5K
|
0
$0
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-35.2KClosed |
$701K - $815K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 15, 2017
Q3 2017
|
Parallel Advisors, LLC
|
BUY
|
- |
265New |
$5.34K - $5.35K
|
265
$6.81K
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$20.1 - $20.2
|
1
$25.7
|