Latest Institutional Transactions on Ishares Tr North Amern Nat Res (IGE)
This table provides information on the latest institutional transactions involving Ishares Tr North Amern Nat Res (IGE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.48K- 13.84% |
$103K - $119K
|
15.4K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-570- 1.69% |
$23.7K - $27.4K
|
33.1K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11.6K+ 5.04% |
$483K - $558K
|
242K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-50- 0.7% |
$2.08K - $2.4K
|
7.09K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
391+ 0.8% |
$16.2K - $18.8K
|
49.1K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
438KNew |
$18.2M - $21.1M
|
438K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-592- 0.49% |
$24.6K - $28.4K
|
121K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 47.42% |
$1.2M - $1.39M
|
32.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
20.3KNew |
$841K - $973K
|
20.3K
$889K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 50.92% |
$62K - $71.7K
|
4.43K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
21.4KNew |
$887K - $1.03M
|
21.4K
$938K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 5.06% |
$58.5K - $67.7K
|
29.3K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.18K- 3.8% |
$49.1K - $56.8K
|
30K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.16K+ 1161.0% |
$48.2K - $55.7K
|
1.26K
$55.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
15.6KNew |
$647K - $749K
|
15.6K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.12K+ 13.78% |
$88.1K - $102K
|
17.5K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-159- 28.29% |
$6.6K - $7.63K
|
403
$17.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.13K- 2.41% |
$46.8K - $54.1K
|
45.6K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-130- 24.53% |
$5.4K - $6.24K
|
400
$17.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.28K+ 11.55% |
$53.1K - $61.5K
|
12.4K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.79KNew |
$365K - $422K
|
8.79K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
448New |
$18.6K - $21.5K
|
448
$19.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-197- 3.05% |
$8.18K - $9.46K
|
6.26K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-755- 13.11% |
$31.3K - $36.2K
|
5.01K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
43.8K+ 112.82% |
$1.82M - $2.1M
|
82.6K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-40- 0.39% |
$1.66K - $1.92K
|
10.3K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-35- 0.67% |
$1.45K - $1.68K
|
5.18K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
500New |
$20.8K - $24K
|
500
$22K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
42+ 0.65% |
$1.74K - $2.02K
|
6.49K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-374- 1.11% |
$15.5K - $18K
|
33.4K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.47K- 14.65% |
$103K - $119K
|
14.4K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
121+ 0.97% |
$5.02K - $5.81K
|
12.6K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-855K- 96.38% |
$35.5M - $41.1M
|
32.1K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
675+ 1.82% |
$28K - $32.4K
|
37.8K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.26K+ 7.39% |
$343K - $396K
|
120K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.05K- 14.04% |
$251K - $290K
|
37K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.89K+ 51.91% |
$120K - $139K
|
8.45K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-822- 6.82% |
$34.1K - $39.5K
|
11.2K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
383New |
$15.9K - $18.4K
|
383
$16.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-159- 4.96% |
$6.6K - $7.63K
|
3.04K
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.83KNew |
$201K - $232K
|
4.83K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1- 0.01% |
$41.5 - $48
|
10.6K
$464K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
366+ 1.22% |
$15.4K - $16.7K
|
30.4K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 1.79% |
$55.9K - $60.6K
|
75.5K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.6K+ 8.34% |
$2.34M - $2.53M
|
722K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.47% |
$1.05K - $1.14K
|
5.33K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.34K- 3.05% |
$183K - $198K
|
138K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.8K- 98.41% |
$959K - $1.04M
|
369
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-97- 22.61% |
$4.08K - $4.42K
|
332
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-646- 0.69% |
$27.2K - $29.5K
|
93.3K
$4.1M
|
|