Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
131KNew |
$5.12M - $5.56M
|
131K
$5.58M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.4K+ 8.94% |
$2.98M - $3.24M
|
931K
$39.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.3K+ 511.74% |
$2.67M - $2.9M
|
81.7K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64.3K+ 90.52% |
$2.51M - $2.73M
|
135K
$5.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
38K+ 512.71% |
$1.48M - $1.61M
|
45.4K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.1K+ 549.88% |
$1.41M - $1.53M
|
42.7K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 82.79% |
$741K - $805K
|
41.9K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 3.66% |
$671K - $729K
|
487K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4KNew |
$563K - $612K
|
14.4K
$613K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.7K+ 35.28% |
$533K - $579K
|
52.4K
$2.23M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 40.42% |
$480K - $521K
|
42.7K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.5K+ 9202.4% |
$449K - $487K
|
11.6K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10KNew |
$390K - $424K
|
10K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
9.63KNew |
$376K - $408K
|
9.63K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.94K+ 0.97% |
$349K - $379K
|
931K
$39.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.44K+ 8.09% |
$329K - $358K
|
113K
$4.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
7.73K+ 84.98% |
$302K - $328K
|
16.8K
$715K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.05KNew |
$275K - $299K
|
7.05K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
7.04K+ 2.74% |
$275K - $298K
|
264K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.89KNew |
$269K - $292K
|
6.89K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.08K+ 24.39% |
$237K - $258K
|
31K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.96K+ 40.65% |
$232K - $252K
|
20.6K
$876K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
5.01KNew |
$195K - $212K
|
5.01K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.93K+ 5.19% |
$153K - $167K
|
79.6K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.65K+ 4.3% |
$142K - $155K
|
88.6K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.45K+ 54.94% |
$134K - $146K
|
9.72K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.24K+ 26.59% |
$126K - $137K
|
15.4K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.85K+ 3.26% |
$111K - $121K
|
90.3K
$3.84M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 2.12% |
$97.5K - $106K
|
120K
$5.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
BUY
|
- |
2.47K+ 5.89% |
$96.5K - $105K
|
44.5K
$1.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.37K+ 8.09% |
$92.6K - $101K
|
31.7K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.08K+ 1.71% |
$81.2K - $88.2K
|
124K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.08K+ 4.64% |
$81K - $87.9K
|
46.8K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.98K+ 6.46% |
$77.1K - $83.7K
|
32.6K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.8K+ 8.74% |
$70.3K - $76.4K
|
22.4K
$953K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.67K+ 2.43% |
$65.3K - $70.9K
|
70.6K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14KNew |
$44.4K - $48.2K
|
1.14K
$48.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.06KNew |
$41.4K - $45K
|
1.06K
$45.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$39K - $42.4K
|
1K
$42.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 12.76% |
$39K - $42.4K
|
8.83K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
962+ 3.47% |
$37.5K - $40.8K
|
28.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
900New |
$35.1K - $38.1K
|
900
$38.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
900+ 4.8% |
$35.1K - $38.1K
|
19.6K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
658+ 1.14% |
$25.7K - $27.9K
|
58.4K
$2.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
473+ 1.27% |
$18.5K - $20K
|
37.6K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
380New |
$14.8K - $16.1K
|
380
$16.2K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
369+ 4.73% |
$14.4K - $15.6K
|
8.17K
$347K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
320New |
$12.5K - $13.6K
|
320
$13.6K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
280+ 0.83% |
$10.9K - $11.9K
|
34K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
259+ 1.56% |
$10.1K - $11K
|
16.8K
$715K
|