Purchases and Sales Made in Q3 2024 in Ishares Inc Msci Global Energy (FILL)
This table provides information about the institutional ownership of Ishares Inc Msci Global Energy (FILL) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI GLOBAL ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 7.06% |
$478K - $530K
|
305K
$6.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.7KNew |
$373K - $414K
|
15.7K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.5KNew |
$273K - $303K
|
11.5K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.77KNew |
$232K - $257K
|
9.77K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.3K+ 14.45% |
$173K - $192K
|
57.8K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.9K+ 3.6% |
$92.6K - $103K
|
112K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.34KNew |
$55.5K - $61.5K
|
2.34K
$52.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.83K+ 93.11% |
$43.4K - $48.1K
|
3.79K
$85.1K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.64K+ 9.32% |
$39.1K - $43.3K
|
19.3K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.26K+ 6.32% |
$30K - $33.2K
|
21.2K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.01K+ 2.87% |
$24.1K - $26.7K
|
36.3K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
819New |
$19.5K - $21.6K
|
819
$18.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
640+ 8.93% |
$15.2K - $16.9K
|
7.81K
$176K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
502+ 11.08% |
$11.9K - $13.2K
|
5.03K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
436New |
$10.4K - $11.5K
|
436
$9.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
230New |
$5.46K - $6.06K
|
230
$5.17K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
109New |
$2.59K - $2.87K
|
109
$2.45K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$356 - $395
|
15
$337
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
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
$1.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80- 0.49% |
$1.9K - $2.11K
|
16.4K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-262- 1.56% |
$6.23K - $6.9K
|
16.5K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-350- 4.01% |
$8.32K - $9.22K
|
8.38K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-368- 2.51% |
$8.74K - $9.69K
|
14.3K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.2K- 7.76% |
$28.5K - $31.6K
|
14.2K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.28K- 3.91% |
$30.4K - $33.7K
|
31.4K
$707K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.31K- 0.88% |
$31K - $34.4K
|
147K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.45K- 24.21% |
$58.2K - $64.5K
|
7.67K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.8K- 18.69% |
$398K - $441K
|
72.9K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.8K- 19.85% |
$446K - $494K
|
75.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.5K- 36.56% |
$725K - $804K
|
52.9K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.8K- 57.24% |
$779K - $863K
|
24.5K
$550K
|