Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
271KNew |
$9.9M - $11.8M
|
271K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
227K+ 55.62% |
$8.31M - $9.93M
|
636K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
195K+ 13.34% |
$7.13M - $8.52M
|
1.66M
$70.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
140K+ 2573.55% |
$5.13M - $6.13M
|
146K
$6.2M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
126KNew |
$4.62M - $5.52M
|
126K
$5.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.1K+ 4.85% |
$3.55M - $4.24M
|
2.1M
$89.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
83.6KNew |
$3.06M - $3.65M
|
83.6K
$3.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.4K+ 79.45% |
$2.06M - $2.46M
|
127K
$5.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.2K+ 10.14% |
$1.69M - $2.02M
|
502K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43K+ 132.44% |
$1.57M - $1.88M
|
75.4K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
37.1KNew |
$1.36M - $1.62M
|
37.1K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.9K+ 10.04% |
$1.2M - $1.44M
|
360K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.1K+ 223.42% |
$1.17M - $1.4M
|
46.4K
$1.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
31KNew |
$1.13M - $1.36M
|
31K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.8K+ 931.41% |
$1.01M - $1.21M
|
30.7K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 122.03% |
$947K - $1.13M
|
47.2K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.3KNew |
$779K - $930K
|
21.3K
$906K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
19.7K+ 10.51% |
$720K - $860K
|
207K
$8.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.3K+ 178.27% |
$706K - $843K
|
30.1K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
18.4K+ 49.3% |
$671K - $801K
|
55.6K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.3K+ 47.56% |
$597K - $713K
|
50.7K
$2.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
15.5K+ 18.54% |
$566K - $676K
|
99K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.6KNew |
$535K - $639K
|
14.6K
$622K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.2K+ 169.49% |
$518K - $619K
|
22.5K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.3K+ 1.73% |
$484K - $579K
|
781K
$33.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.2KNew |
$446K - $532K
|
12.2K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 8.27% |
$435K - $519K
|
156K
$6.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.72K+ 8.14% |
$355K - $424K
|
129K
$5.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
9.38KNew |
$343K - $409K
|
9.38K
$398K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.92K+ 35.56% |
$326K - $389K
|
34K
$1.44M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.23K+ 8.6% |
$301K - $359K
|
104K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.76K+ 22.85% |
$284K - $339K
|
41.7K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.5KNew |
$274K - $328K
|
7.5K
$319K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
6.99KNew |
$256K - $305K
|
6.99K
$297K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.96KNew |
$254K - $304K
|
6.96K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.76K+ 38.3% |
$247K - $295K
|
24.4K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.46K+ 4.75% |
$236K - $282K
|
143K
$6.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.12K+ 16.51% |
$224K - $267K
|
43.2K
$1.84M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.67KNew |
$207K - $247K
|
5.67K
$241K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.65K+ 18.32% |
$207K - $247K
|
36.5K
$1.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.59KNew |
$204K - $244K
|
5.59K
$238K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.26KNew |
$192K - $229K
|
5.26K
$223K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.2KNew |
$190K - $227K
|
5.2K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.08KNew |
$186K - $222K
|
5.08K
$216K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.18K+ 10.5% |
$153K - $182K
|
44K
$1.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.17K+ 20.78% |
$152K - $182K
|
24.2K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.08K+ 9.97% |
$149K - $178K
|
45K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.88K+ 3.75% |
$142K - $169K
|
107K
$4.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.48K+ 0.81% |
$127K - $152K
|
435K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$125K - $149K
|
3.42K
$145K
|