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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.24K- 65.0% |
$81.9K - $97.8K
|
1.21K
$54.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 9559.26% |
$94.3K - $113K
|
2.61K
$118K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-701Closed |
$23.3K - $28.7K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$13.3K - $16.4K
|
400
$18K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
159New |
$5.27K - $6.5K
|
159
$7.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.6KNew |
$916K - $1.13M
|
27.6K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37New |
$1.23K - $1.51K
|
37
$1.67K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.84% |
$431 - $532
|
1.56K
$70.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-957- 2.79% |
$31.7K - $39.1K
|
33.4K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.5K+ 221.05% |
$646K - $796K
|
28.3K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$19.9K - $24.5K
|
600
$27.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.08K+ 14.85% |
$135K - $167K
|
31.6K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
500New |
$16.6K - $20.4K
|
500
$22.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 43.1% |
$3.32K - $4.09K
|
132
$5.95K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
10+ 1.17% |
$332 - $409
|
868
$39.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$1.76K - $2.17K
|
53
$2.39K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
165New |
$5.47K - $6.75K
|
165
$7.44K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-134K- 92.91% |
$4.44M - $5.48M
|
10.2K
$461K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-55- 0.12% |
$1.82K - $2.25K
|
45.1K
$2.03M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.4KClosed |
$474K - $608K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.1KNew |
$216K - $277K
|
6.1K
$275K
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-359- 4.31% |
$12.7K - $16.3K
|
7.96K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-18.8KClosed |
$667K - $856K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-563KClosed |
$19.9M - $25.6M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.92KNew |
$245K - $315K
|
6.92K
$312K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
33New |
$1.17K - $1.5K
|
33
$1.49K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 47.41% |
$2.27K - $2.91K
|
71
$3.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-735- 1.96% |
$26K - $33.4K
|
36.7K
$1.66M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
35.9KNew |
$1.27M - $1.63M
|
35.9K
$1.62M
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
187KNew |
$6.62M - $8.5M
|
187K
$8.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
22New |
$779 - $999
|
22
$992
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 2.97% |
$39.1K - $50.2K
|
36K
$1.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$363K - $466K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
783New |
$27.7K - $35.6K
|
783
$35.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-9.19KClosed |
$325K - $417K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
BUY
|
- |
52.9K+ 58.43% |
$1.87M - $2.4M
|
144K
$6.47M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$678K - $870K
|
19.1K
$864K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
158New |
$5.59K - $7.18K
|
158
$7.13K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $253K
|
5.57K
$251K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.4KClosed |
$616K - $790K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-44- 14.62% |
$1.56K - $2K
|
257
$11.6K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-297Closed |
$9.5K - $12.3K
|
0
$0
|
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.8KClosed |
$57.7K - $74.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88+ 7.16% |
$2.82K - $3.65K
|
1.32K
$59.4K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-8.56KClosed |
$274K - $355K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-6.72KClosed |
$215K - $279K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
828New |
$26.5K - $34.4K
|
828
$37.3K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
325New |
$10.4K - $13.5K
|
325
$14.7K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 5.56% |
$32 - $41.5
|
19
$857
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$69.2K - $89.7K
|
2.16K
$97.5K
|
|