Purchases and Sales Made in Q1 2024 in Ishares Tr North Amern Nat Res (IGE)
This table provides information about the institutional ownership of Ishares Tr North Amern Nat Res (IGE) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR NORTH AMERN NAT RES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
140KNew |
$5.41M - $6.28M
|
140K
$5.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
99.3KNew |
$3.85M - $4.47M
|
99.3K
$4.22M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
79.1KNew |
$3.06M - $3.56M
|
79.1K
$3.36M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57.5KNew |
$2.23M - $2.58M
|
57.5K
$2.44M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41.1KNew |
$1.59M - $1.85M
|
41.1K
$1.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
37KNew |
$1.43M - $1.67M
|
37K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.2K+ 188.18% |
$1.05M - $1.22M
|
41.6K
$1.77M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.4KNew |
$751K - $872K
|
19.4K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.3KNew |
$672K - $780K
|
17.3K
$737K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.2K+ 176.46% |
$471K - $547K
|
19K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.3KNew |
$360K - $418K
|
9.3K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.84KNew |
$343K - $398K
|
8.84K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.05KNew |
$273K - $317K
|
7.05K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.85KNew |
$227K - $263K
|
5.85K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5.75K+ 5.1% |
$223K - $259K
|
119K
$5.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.68KNew |
$181K - $211K
|
4.68K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.31K+ 35.99% |
$167K - $194K
|
16.3K
$692K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.88K+ 12.75% |
$150K - $174K
|
34.3K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.71K+ 1.4% |
$144K - $167K
|
268K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 3.68% |
$113K - $132K
|
82.5K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.67K+ 2.15% |
$103K - $120K
|
127K
$5.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.67K+ 8.41% |
$103K - $120K
|
34.4K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 11.4% |
$91K - $106K
|
23K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.32K+ 68.53% |
$89.8K - $104K
|
5.7K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
2.2K+ 4.94% |
$85.1K - $98.9K
|
46.7K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.4K+ 1.99% |
$54.3K - $63K
|
72K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.28K+ 1.06% |
$49.5K - $57.5K
|
122K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.14K+ 6.28% |
$44K - $51.1K
|
19.2K
$816K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
945+ 1.4% |
$36.6K - $42.5K
|
68.6K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
942New |
$36.5K - $42.4K
|
942
$40K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
873+ 4.97% |
$33.8K - $39.3K
|
18.4K
$783K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
445+ 3.19% |
$17.2K - $20K
|
14.4K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
394+ 2.13% |
$15.3K - $17.7K
|
18.9K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
350+ 3.65% |
$13.6K - $15.7K
|
9.94K
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
277+ 2.75% |
$10.7K - $12.5K
|
10.3K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
259+ 2.67% |
$10K - $11.7K
|
9.98K
$424K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
255New |
$9.88K - $11.5K
|
255
$10.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
99+ 0.17% |
$3.83K - $4.45K
|
58.5K
$2.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
91New |
$3.52K - $4.09K
|
91
$3.87K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
87+ 0.85% |
$3.37K - $3.91K
|
10.4K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
84+ 0.5% |
$3.25K - $3.78K
|
16.9K
$719K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.94K - $2.25K
|
50
$2.13K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
44+ 0.04% |
$1.7K - $1.98K
|
110K
$4.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
40+ 4.14% |
$1.55K - $1.8K
|
1.01K
$42.8K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39New |
$1.51K - $1.75K
|
39
$1.66K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 4.71% |
$1.32K - $1.53K
|
756
$32.1K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
21+ 0.16% |
$813 - $945
|
13.2K
$560K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.51% |
$736 - $855
|
3.74K
$159K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$77.5 - $90
|
1.01K
$42.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.7% |
$77.5 - $90
|
286
$12.2K
|