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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
19+ 0.05% |
$718 - $822
|
42K
$1.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8+ 0.04% |
$302 - $346
|
19.2K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 8.33% |
$75.6 - $86.5
|
26
$1.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11- 0.9% |
$416 - $476
|
1.21K
$51.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-29- 0.1% |
$1.1K - $1.25K
|
28.5K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-44- 6.8% |
$1.66K - $1.9K
|
603
$25.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-48- 0.25% |
$1.81K - $2.08K
|
19.5K
$830K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-100- 0.29% |
$3.78K - $4.33K
|
34K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-115- 47.92% |
$4.35K - $4.98K
|
125
$5.31K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-129- 1.33% |
$4.88K - $5.58K
|
9.59K
$407K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140Closed |
$5.29K - $6.06K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-215- 5.07% |
$8.13K - $9.3K
|
4.03K
$171K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-234- 0.63% |
$8.85K - $10.1K
|
37.1K
$1.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-250- 1.06% |
$9.45K - $10.8K
|
23.4K
$994K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-278- 2.0% |
$10.5K - $12K
|
13.6K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300Closed |
$11.3K - $13K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-305- 4.07% |
$11.5K - $13.2K
|
7.19K
$305K
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
SELL
|
- |
-511- 6.45% |
$19.3K - $22.1K
|
7.41K
$314K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-696- 5.61% |
$26.3K - $30.1K
|
11.7K
$497K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-800- 16.67% |
$30.2K - $34.6K
|
4K
$170K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-825- 93.01% |
$31.2K - $35.7K
|
62
$2.63K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-832- 2.92% |
$31.5K - $36K
|
27.7K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.01K- 1.52% |
$38.1K - $43.6K
|
65.1K
$2.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 0.95% |
$41.4K - $47.3K
|
114K
$4.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.12K- 4.97% |
$42.2K - $48.3K
|
21.4K
$907K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.27K- 3.36% |
$48.1K - $55.1K
|
36.6K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.46K- 1.89% |
$55.2K - $63.2K
|
75.7K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.51K- 5.71% |
$57.1K - $65.3K
|
24.9K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.65K- 8.5% |
$62.5K - $71.5K
|
17.8K
$754K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.96K- 7.21% |
$74.1K - $84.9K
|
25.3K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-1.97K- 10.64% |
$74.4K - $85.1K
|
16.5K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.02K- 4.32% |
$76.3K - $87.3K
|
44.7K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-2.09K- 4.6% |
$79.1K - $90.6K
|
43.4K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.26K- 25.61% |
$85.5K - $97.9K
|
6.57K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.42K- 16.56% |
$91.5K - $105K
|
12.2K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.83K- 3.83% |
$107K - $123K
|
71.1K
$3.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.27K- 0.35% |
$123K - $141K
|
922K
$39.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-3.68K- 12.22% |
$139K - $159K
|
26.5K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.12K- 15.22% |
$156K - $178K
|
22.9K
$973K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.37K- 19.21% |
$165K - $189K
|
18.4K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.42K- 4.81% |
$167K - $191K
|
87.5K
$3.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-5.22K- 1.99% |
$197K - $226K
|
257K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.51K- 29.2% |
$208K - $239K
|
13.4K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.71K- 1.97% |
$254K - $290K
|
334K
$14.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.8K- 24.37% |
$747K - $855K
|
61.3K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25.8K- 72.61% |
$975K - $1.12M
|
9.73K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 7.97% |
$1.01M - $1.16M
|
308K
$13.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-29.4K- 76.36% |
$1.11M - $1.27M
|
9.09K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.6K- 11.82% |
$1.42M - $1.63M
|
281K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-40K- 27.11% |
$1.51M - $1.73M
|
108K
$4.57M
|