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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3KNew |
$110K - $131K
|
3K
$127K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.84K+ 37.2% |
$104K - $124K
|
10.5K
$445K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 9559.26% |
$94.3K - $113K
|
2.61K
$111K
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
2.58K+ 6.18% |
$94.2K - $112K
|
44.2K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.22KNew |
$81.1K - $96.9K
|
2.22K
$94.2K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 6.05% |
$73.9K - $88.3K
|
35.5K
$1.51M
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.01K+ 11.1% |
$73.3K - $87.6K
|
20.1K
$853K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.86K+ 1038.55% |
$67.9K - $81.2K
|
2.04K
$86.5K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$42.1K - $50.3K
|
1.15K
$48.9K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 1.57% |
$37.6K - $44.9K
|
66.4K
$2.82M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
947+ 12.53% |
$34.6K - $41.3K
|
8.51K
$361K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
903New |
$33K - $39.4K
|
903
$38.3K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
853New |
$31.2K - $37.2K
|
853
$36.2K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
749+ 1.03% |
$27.4K - $32.7K
|
73.3K
$3.11M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
621New |
$22.7K - $27.1K
|
621
$26.4K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
547+ 8.07% |
$20K - $23.9K
|
7.33K
$311K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
537+ 1.92% |
$19.6K - $23.4K
|
28.5K
$1.21M
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
507+ 3.84% |
$18.5K - $22.1K
|
13.7K
$582K
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
378+ 1.99% |
$13.8K - $16.5K
|
19.3K
$820K
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
345+ 1.59% |
$12.6K - $15.1K
|
22.1K
$937K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
345New |
$12.6K - $15.1K
|
345
$14.6K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
315+ 2.53% |
$11.5K - $13.8K
|
12.8K
$543K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
230+ 1.64% |
$8.41K - $10K
|
14.3K
$607K
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
227+ 0.5% |
$8.3K - $9.91K
|
45.9K
$1.95M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
182New |
$6.65K - $7.95K
|
182
$7.73K
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
175+ 1.43% |
$6.4K - $7.64K
|
12.4K
$527K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
165New |
$6.03K - $7.2K
|
165
$7K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
144+ 1.93% |
$5.26K - $6.29K
|
7.59K
$322K
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
133+ 0.13% |
$4.86K - $5.81K
|
104K
$4.39M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
110New |
$4.02K - $4.8K
|
110
$4.67K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
105New |
$3.84K - $4.58K
|
105
$4.46K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
84New |
$3.07K - $3.67K
|
84
$3.57K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 73.0% |
$2.67K - $3.19K
|
173
$7.34K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.83K - $2.18K
|
50
$2.12K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
46+ 0.85% |
$1.68K - $2.01K
|
5.48K
$233K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
40New |
$1.46K - $1.75K
|
40
$1.7K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.11% |
$621 - $742
|
16K
$677K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$402 - $480
|
11
$467
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.26% |
$402 - $480
|
4.22K
$179K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.97% |
$219 - $262
|
622
$26.4K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.5% |
$219 - $262
|
1.21K
$51.4K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.0% |
$73.1 - $87.3
|
64K
$2.72M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 3.39% |
$73.1 - $87.3
|
61
$2.59K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.02% |
$36.6 - $43.7
|
5.72K
$243K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5- -0.0% |
$183 - $218
|
118K
$5.02M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-10- 1.45% |
$366 - $437
|
678
$28.8K
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-19- 0.17% |
$694 - $830
|
11.1K
$471K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 24.25% |
$3.55K - $4.24K
|
303
$12.9K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 0.53% |
$3.65K - $4.37K
|
18.7K
$793K
|