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
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.03M - $1.22M
|
46.4K
$1.15M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
44.4KNew |
$985K - $1.17M
|
44.4K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.5KNew |
$764K - $908K
|
34.5K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4K+ 58.75% |
$319K - $379K
|
38.9K
$961K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.2K+ 3.02% |
$204K - $242K
|
314K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.52K+ 57.89% |
$100K - $119K
|
12.3K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.95K+ 78.49% |
$87.5K - $104K
|
8.98K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 6.61% |
$31.1K - $36.9K
|
22.6K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.35K+ 57.9% |
$30K - $35.6K
|
3.69K
$91.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 28.45% |
$23.9K - $28.4K
|
4.86K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
514+ 6.7% |
$11.4K - $13.5K
|
8.18K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
310+ 1.89% |
$6.87K - $8.16K
|
16.7K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$199 - $237
|
9
$222
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 4.29% |
$66.5 - $79
|
73
$1.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$22.2 - $26.3
|
1
$24.7
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-284- 2.47% |
$6.29K - $7.48K
|
11.2K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-590- 3.57% |
$13.1K - $15.5K
|
15.9K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-684- 4.79% |
$15.2K - $18K
|
13.6K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 2.39% |
$30.6K - $36.4K
|
56.4K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 12.58% |
$39.7K - $47.2K
|
12.5K
$308K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.02K- 15.65% |
$66.9K - $79.5K
|
16.3K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-14K- 9.56% |
$311K - $370K
|
133K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.3K- 29.4% |
$494K - $587K
|
53.5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.5K- 36.36% |
$587K - $698K
|
46.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-31.2K- 27.82% |
$692K - $822K
|
81K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.2K- 64.52% |
$757K - $899K
|
18.8K
$464K
|