Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 31.45% |
$4.26K - $4.63K
|
418
$18.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
47+ 0.53% |
$2K - $2.17K
|
8.84K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
36+ 1.91% |
$1.53K - $1.67K
|
1.92K
$86.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 3.14% |
$1.49K - $1.62K
|
1.15K
$51.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
35+ 0.54% |
$1.49K - $1.62K
|
6.53K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5+ 0.09% |
$213 - $231
|
5.4K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.62% |
$85.2 - $92.5
|
327
$14.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$85.2 - $92.5
|
995
$44.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$42.6 - $46.3
|
6.26K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.03% |
$42.6 - $46.3
|
3.05K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.38% |
$42.6 - $46.3
|
267
$12K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-91- 7.22% |
$3.88K - $4.21K
|
1.17K
$52.8K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-100- 43.48% |
$4.26K - $4.63K
|
130
$5.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 1.53% |
$6.39K - $6.94K
|
9.68K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-229- 0.78% |
$9.76K - $10.6K
|
29.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-235- 3.6% |
$10K - $10.9K
|
6.3K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-345- 22.12% |
$14.7K - $16K
|
1.22K
$54.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-348- 2.29% |
$14.8K - $16.1K
|
14.8K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-391- 3.98% |
$16.7K - $18.1K
|
9.43K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
SELL
|
- |
-445- 0.97% |
$19K - $20.6K
|
45.5K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-458- 3.65% |
$19.5K - $21.2K
|
12.1K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-458- 1.53% |
$19.5K - $21.2K
|
29.5K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-464- 9.27% |
$19.8K - $21.5K
|
4.54K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-567- 3.24% |
$24.2K - $26.2K
|
17K
$765K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-595- 1.8% |
$25.3K - $27.5K
|
32.5K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-700- 4.48% |
$29.8K - $32.4K
|
14.9K
$674K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-780- 5.0% |
$33.2K - $36.1K
|
14.8K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-993- 2.86% |
$42.3K - $45.9K
|
33.7K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08K- 3.0% |
$46.1K - $50.1K
|
35K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.37K- 5.81% |
$58.3K - $63.3K
|
22.2K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.55K- 1.55% |
$65.9K - $71.6K
|
98.3K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.59KClosed |
$67.7K - $73.5K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.33K- 5.1% |
$99.2K - $108K
|
43.3K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.5K- 30.76% |
$107K - $116K
|
5.63K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.53K- 20.76% |
$108K - $117K
|
9.67K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.13K- 9.74% |
$133K - $145K
|
29K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.51K- 3.76% |
$192K - $209K
|
115K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.54K- 13.59% |
$193K - $210K
|
28.9K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-5.36K- 14.46% |
$228K - $248K
|
31.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.5K- 35.89% |
$320K - $347K
|
13.4K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.3K- 6.55% |
$396K - $430K
|
133K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 1.4% |
$440K - $478K
|
726K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 12.74% |
$473K - $514K
|
76.1K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.3K- 34.27% |
$524K - $569K
|
23.6K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13K- 6.32% |
$555K - $603K
|
193K
$8.72M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-15.3K- 57.5% |
$650K - $706K
|
11.3K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.3K- 4.34% |
$1.76M - $1.91M
|
911K
$41.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.4K- 19.73% |
$1.98M - $2.15M
|
189K
$8.52M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55K- 16.94% |
$2.34M - $2.55M
|
270K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-59.1K- 71.61% |
$2.52M - $2.74M
|
23.5K
$1.06M
|