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 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-511Closed |
$9.6K - $12.6K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-729Closed |
$13.7K - $18K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-381Closed |
$7.16K - $9.38K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165New |
$3.1K - $4.06K
|
165
$7.01K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.2KClosed |
$811K - $1.06M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-725- 92.36% |
$13.6K - $17.9K
|
60
$2.55K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-21.1KClosed |
$412K - $486K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-86Closed |
$1.68K - $1.98K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-900Closed |
$17.6K - $20.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-234Closed |
$4.58K - $5.4K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-121Closed |
$2.37K - $2.79K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.75KClosed |
$92.9K - $109K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55.6KClosed |
$1.09M - $1.28M
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 66.67% |
$19.6K - $23.1K
|
500
$21.3K
|
|
Oct 05, 2020
Q3 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-260Closed |
$5.09K - $6K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2024
Q2 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-15.7KClosed |
$252K - $391K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-121Closed |
$1.94K - $3.01K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.9KClosed |
$190K - $295K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14Closed |
$225 - $349
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-29KClosed |
$465K - $722K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.3KClosed |
$68.9K - $107K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-202Closed |
$3.24K - $5.03K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.58KClosed |
$25.4K - $39.4K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.79KClosed |
$28.7K - $44.6K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-395Closed |
$6.34K - $9.84K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-40- 12.99% |
$557 - $1.21K
|
268
$11.4K
|
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-179Closed |
$2.49K - $5.42K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2Closed |
$27.9 - $60.6
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-9KClosed |
$125K - $273K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.5KClosed |
$20.9K - $45.4K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.79KClosed |
$94.5K - $206K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-142Closed |
$1.98K - $4.3K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-133Closed |
$1.85K - $4.03K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.23KClosed |
$31K - $67.4K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-94Closed |
$1.31K - $2.85K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-229Closed |
$3.19K - $6.94K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-51.9KClosed |
$723K - $1.57M
|
0
$0
|
|
Q4 2019 | |||||||
Nov 07, 2023
Q4 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-476Closed |
$13.2K - $14.4K
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.84KClosed |
$245K - $267K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.7KClosed |
$241K - $262K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-1.66KClosed |
$46K - $50.1K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.11KClosed |
$197K - $214K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-98.7KClosed |
$2.74M - $2.98M
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.19KClosed |
$199K - $217K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-9.07KClosed |
$252K - $274K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.13KClosed |
$61.8K - $65.2K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$59.8K - $63.1K
|
2.06K
$87.4K
|
|
Nov 07, 2019
Q3 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12.3KClosed |
$357K - $377K
|
0
$0
|