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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$18.9K - $21.6K
|
500
$22.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-3.68K- 12.22% |
$139K - $159K
|
26.5K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.69K+ 4.45% |
$64.1K - $73.3K
|
39.7K
$1.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-825- 93.01% |
$31.2K - $35.7K
|
62
$2.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$456K - $521K
|
12.1K
$544K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142New |
$5.37K - $6.14K
|
142
$6.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
131New |
$4.95K - $5.67K
|
131
$5.91K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
6.86KNew |
$259K - $297K
|
6.86K
$309K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
24New |
$907 - $1.04K
|
24
$1.08K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-100- 0.29% |
$3.78K - $4.33K
|
34K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.8KNew |
$1.35M - $1.55M
|
35.8K
$1.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$18.9K - $21.6K
|
500
$22.6K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$7.28K - $8.22K
|
200
$9.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.13KNew |
$223K - $252K
|
6.13K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.5KNew |
$273K - $308K
|
7.5K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$42K - $47.4K
|
1.15K
$52K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4KNew |
$233K - $263K
|
6.4K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.6KNew |
$641K - $723K
|
17.6K
$794K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
502New |
$18.3K - $20.6K
|
502
$22.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.09K+ 33.55% |
$185K - $209K
|
20.2K
$913K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-2.82K- 2.73% |
$103K - $116K
|
100K
$4.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.0% |
$72.8 - $82.2
|
46.5K
$2.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
200+ 66.67% |
$7.28K - $8.22K
|
500
$22.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.1K- 87.5% |
$76.5K - $86.3K
|
300
$13.5K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
33+ 0.6% |
$1.2K - $1.36K
|
5.56K
$251K
|
|
| Q1 2023 | |||||||
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-105Closed |
$3.84K - $4.57K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.86K- 63.92% |
$68K - $80.9K
|
1.05K
$47.4K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.13K+ 11.64% |
$151K - $180K
|
39.6K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.4K- 3.27% |
$124K - $148K
|
101K
$4.53M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.26K- 3.38% |
$45.9K - $54.6K
|
35.8K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.7KNew |
$538K - $640K
|
14.7K
$664K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
564New |
$20.6K - $24.5K
|
564
$25.4K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-198- 57.39% |
$7.23K - $8.61K
|
147
$6.63K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
49.7K+ 11.43% |
$1.82M - $2.16M
|
485K
$21.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 1.99% |
$75.4K - $89.8K
|
101K
$4.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
84New |
$3.07K - $3.65K
|
84
$3.79K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.99K- 9.02% |
$146K - $174K
|
40.3K
$1.82M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.02% |
$36.6 - $43.7
|
5.72K
$258K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.67KNew |
$207K - $247K
|
5.67K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.86K+ 1038.55% |
$67.9K - $81.2K
|
2.04K
$91.9K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$125K - $149K
|
3.42K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.22KNew |
$81.1K - $96.9K
|
2.22K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.08KNew |
$186K - $222K
|
5.08K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3KNew |
$110K - $131K
|
3K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-190- 2.89% |
$6.94K - $8.3K
|
6.39K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 73.0% |
$2.67K - $3.19K
|
173
$7.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-625- 4.44% |
$22.8K - $27.3K
|
13.5K
$607K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-4.6K- 19.15% |
$168K - $201K
|
19.4K
$876K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
271KNew |
$9.9M - $11.8M
|
271K
$12.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.26KNew |
$192K - $229K
|
5.26K
$237K
|
|