Purchases and Sales Made in Q4 2024 in Ishares Inc Msci Global Energy (FILL)
This table provides information about the institutional ownership of Ishares Inc Msci Global Energy (FILL) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI GLOBAL ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
70.4KNew |
$1.56M - $1.85M
|
70.4K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.5KNew |
$764K - $908K
|
34.5K
$813K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.95K+ 78.49% |
$87.5K - $104K
|
8.98K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.35K+ 57.9% |
$30K - $35.6K
|
3.69K
$86.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-590- 3.57% |
$13.1K - $15.5K
|
15.9K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-684- 4.79% |
$15.2K - $18K
|
13.6K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 12.58% |
$39.7K - $47.2K
|
12.5K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-14K- 9.56% |
$311K - $370K
|
133K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.3K- 29.4% |
$494K - $587K
|
53.5K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-31.2K- 27.82% |
$692K - $822K
|
81K
$1.91M
|