Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.64% |
$146 - $164
|
630
$26.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.31% |
$72.8 - $82.2
|
647
$27.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.0% |
$72.8 - $82.2
|
46.5K
$1.97M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.64% |
$36.4 - $41.1
|
62
$2.63K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.39% |
$36.4 - $41.1
|
259
$11K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$36.4 - $41.1
|
12.4K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 1.5% |
$401 - $452
|
722
$30.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 0.52% |
$801 - $904
|
4.24K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 0.95% |
$1.46K - $1.64K
|
4.19K
$178K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-83- 0.65% |
$3.02K - $3.41K
|
12.6K
$535K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-90- 0.48% |
$3.28K - $3.7K
|
18.6K
$790K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 0.27% |
$3.64K - $4.11K
|
37.3K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-102- 1.42% |
$3.71K - $4.19K
|
7.1K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-184- 1.86% |
$6.7K - $7.56K
|
9.72K
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-195- 1.38% |
$7.1K - $8.01K
|
13.9K
$591K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-196- 3.03% |
$7.14K - $8.05K
|
6.27K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-242- 0.57% |
$8.81K - $9.94K
|
42K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-266- 1.34% |
$9.69K - $10.9K
|
19.6K
$832K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-350- 8.71% |
$12.7K - $14.4K
|
3.67K
$156K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-388- 0.33% |
$14.1K - $15.9K
|
117K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-578- 2.38% |
$21.1K - $23.8K
|
23.7K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-596- 0.89% |
$21.7K - $24.5K
|
66.1K
$2.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-639- 5.8% |
$23.3K - $26.3K
|
10.4K
$440K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-778- 6.83% |
$28.3K - $32K
|
10.6K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.01K- 80.85% |
$36.9K - $41.6K
|
240
$10.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.24K- 3.11% |
$45K - $50.7K
|
38.5K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.62K- 4.09% |
$59K - $66.6K
|
38K
$1.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.67K- 0.98% |
$60.7K - $68.5K
|
168K
$7.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.75K- 12.41% |
$100K - $113K
|
19.4K
$825K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-2.82K- 2.73% |
$103K - $116K
|
100K
$4.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.57K- 34.08% |
$166K - $188K
|
8.83K
$375K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.37K- 10.48% |
$232K - $262K
|
54.4K
$2.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.7K- 43.78% |
$244K - $275K
|
8.6K
$365K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-7.52K- 24.86% |
$274K - $309K
|
22.7K
$965K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-7.71K- 14.48% |
$281K - $317K
|
45.5K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.6K- 7.55% |
$313K - $353K
|
105K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.66K- 11.56% |
$352K - $397K
|
73.9K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.9K- 29.56% |
$543K - $612K
|
35.5K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 63.54% |
$551K - $622K
|
8.68K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.4K- 36.48% |
$597K - $673K
|
28.5K
$1.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.5K- 37.7% |
$600K - $677K
|
27.2K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-16.6K- 67.68% |
$604K - $681K
|
7.92K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.3K- 5.37% |
$704K - $794K
|
340K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9K- 72.71% |
$724K - $817K
|
7.46K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 69.18% |
$1.19M - $1.35M
|
14.6K
$620K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.8K- 57.64% |
$1.34M - $1.51M
|
27K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.2K- 6.98% |
$1.5M - $1.69M
|
549K
$23.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-57.2K- 27.93% |
$2.08M - $2.35M
|
148K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-63.8K- 71.38% |
$2.32M - $2.62M
|
25.6K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-68.3K- 69.39% |
$2.49M - $2.81M
|
30.2K
$1.28M
|