Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
378KNew |
$14.3M - $16.3M
|
378K
$16.1M
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
67.6KNew |
$2.56M - $2.93M
|
67.6K
$2.87M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57.8KNew |
$2.18M - $2.5M
|
57.8K
$2.46M
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
50.3KNew |
$1.9M - $2.17M
|
50.3K
$2.14M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.8KNew |
$1.35M - $1.55M
|
35.8K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 56.06% |
$1.15M - $1.32M
|
84.9K
$3.61M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30.3KNew |
$1.14M - $1.31M
|
30.3K
$1.29M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
20.6KNew |
$779K - $892K
|
20.6K
$876K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7KNew |
$708K - $810K
|
18.7K
$796K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 61.73% |
$597K - $683K
|
41.3K
$1.76M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$456K - $521K
|
12.1K
$512K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.89KNew |
$374K - $428K
|
9.89K
$420K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.91K+ 4184.85% |
$261K - $299K
|
7.07K
$300K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
6.86KNew |
$259K - $297K
|
6.86K
$291K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.27KNew |
$237K - $271K
|
6.27K
$267K
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.54K+ 23.28% |
$210K - $240K
|
29.4K
$1.25M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.34K+ 1.76% |
$202K - $231K
|
308K
$13.1M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.73K+ 4.75% |
$179K - $205K
|
104K
$4.43M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.31K+ 35.11% |
$163K - $186K
|
16.6K
$705K
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
3.08K+ 16.99% |
$116K - $133K
|
21.2K
$901K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.08K+ 14.95% |
$116K - $133K
|
23.7K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.87K+ 8.0% |
$108K - $124K
|
38.7K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.38K+ 1.99% |
$90K - $103K
|
122K
$5.18M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.18K+ 3.11% |
$82.3K - $94.2K
|
72.2K
$3.07M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.69K+ 4.45% |
$64.1K - $73.3K
|
39.7K
$1.69M
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.68K+ 5.81% |
$63.5K - $72.7K
|
30.6K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.66K+ 7.33% |
$62.6K - $71.7K
|
24.2K
$1.03M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.24K+ 589.52% |
$46.8K - $53.6K
|
1.45K
$61.5K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 1.57% |
$40.2K - $46K
|
68.9K
$2.93M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
800+ 0.68% |
$30.2K - $34.6K
|
118K
$5.01M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
754+ 5.99% |
$28.5K - $32.6K
|
13.4K
$567K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
584+ 4.31% |
$22.1K - $25.3K
|
14.1K
$600K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$18.9K - $21.6K
|
500
$21.3K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$18.9K - $21.6K
|
500
$21.3K
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
450+ 6.26% |
$17K - $19.5K
|
7.63K
$324K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
449+ 5.17% |
$17K - $19.4K
|
9.13K
$388K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
406New |
$15.4K - $17.6K
|
406
$17.3K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
339+ 4.54% |
$12.8K - $14.7K
|
7.8K
$332K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
335+ 3.79% |
$12.7K - $14.5K
|
9.17K
$390K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
310+ 47.26% |
$11.7K - $13.4K
|
966
$41.1K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
282New |
$10.7K - $12.2K
|
282
$12K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
172New |
$6.5K - $7.44K
|
172
$7.31K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142New |
$5.37K - $6.14K
|
142
$6.04K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
135+ 0.73% |
$5.1K - $5.84K
|
18.7K
$796K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
131New |
$4.95K - $5.67K
|
131
$5.57K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
119+ 2.14% |
$4.5K - $5.15K
|
5.69K
$242K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53+ 0.36% |
$2K - $2.29K
|
14.7K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 0.23% |
$1.51K - $1.73K
|
17.5K
$745K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 0.71% |
$983 - $1.13K
|
3.7K
$157K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
24New |
$907 - $1.04K
|
24
$1.02K
|