Latest Institutional Purchases of Ishares Tr North Amern Nat Res (IGE)
This list provides information on the latest institutional transactions involving Ishares Tr North Amern Nat Res (IGE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.08KNew |
$186K - $222K
|
5.08K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$125K - $149K
|
3.42K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3KNew |
$110K - $131K
|
3K
$135K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 9559.26% |
$94.3K - $113K
|
2.61K
$118K
|
|
|
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
|
Money Concepts Capital Corp
|
BUY
|
- |
1.86K+ 1038.55% |
$67.9K - $81.2K
|
2.04K
$91.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 73.0% |
$2.67K - $3.19K
|
173
$7.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.02% |
$36.6 - $43.7
|
5.72K
$258K
|
|
| Q3 2022 | |||||||
|
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
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.5K+ 221.05% |
$646K - $796K
|
28.3K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.08K+ 14.85% |
$135K - $167K
|
31.6K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$19.9K - $24.5K
|
600
$27.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
500New |
$16.6K - $20.4K
|
500
$22.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$13.3K - $16.4K
|
400
$18K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
165New |
$5.47K - $6.75K
|
165
$7.44K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
159New |
$5.27K - $6.5K
|
159
$7.17K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$1.76K - $2.17K
|
53
$2.39K
|
|
|
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 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
10+ 1.17% |
$332 - $409
|
868
$39.1K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
187KNew |
$6.62M - $8.5M
|
187K
$8.44M
|
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
BUY
|
- |
52.9K+ 58.43% |
$1.87M - $2.4M
|
144K
$6.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
35.9KNew |
$1.27M - $1.63M
|
35.9K
$1.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$678K - $870K
|
19.1K
$864K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.92KNew |
$245K - $315K
|
6.92K
$312K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.1KNew |
$216K - $277K
|
6.1K
$275K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $253K
|
5.57K
$251K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
783New |
$27.7K - $35.6K
|
783
$35.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
158New |
$5.59K - $7.18K
|
158
$7.13K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
33New |
$1.17K - $1.5K
|
33
$1.49K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
22New |
$779 - $999
|
22
$992
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$69.2K - $89.7K
|
2.16K
$97.5K
|
|
|
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 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88+ 7.16% |
$2.82K - $3.65K
|
1.32K
$59.4K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 5.56% |
$32 - $41.5
|
19
$857
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
33New |
$985 - $1.09K
|
33
$1.49K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
391New |
$10.5K - $12K
|
391
$17.6K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.2KNew |
$585K - $676K
|
21.2K
$957K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$376 - $471
|
16
$722
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165New |
$3.1K - $4.06K
|
165
$7.44K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$59.8K - $63.1K
|
2.06K
$92.8K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Barclays PLC
London, X0 |
BUY
|
PUT |
200+ 200.0% |
N/A
|
300
$13.5K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
450New |
N/A
|
450
$20.3K
|
|
|
Feb 04, 2019
Q4 2018
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
148New |
N/A
|
148
$6.67K
|
|
| Q4 2017 | |||||||
|
Jan 03, 2024
Q4 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 142.86% |
N/A
|
850
$38.3K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$45.1
|
|
| Q2 2017 | |||||||
|
Aug 10, 2017
Q2 2017
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
319New |
N/A
|
319
$14.4K
|
|