Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
114KNew |
$4.16M - $4.96M
|
114K
$5.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
49.7K+ 11.43% |
$1.82M - $2.16M
|
485K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
48K+ 100.68% |
$1.75M - $2.09M
|
95.7K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.5K+ 1.69% |
$1.3M - $1.54M
|
2.14M
$95.3M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32K+ 174.41% |
$1.17M - $1.39M
|
50.4K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.5K+ 30.45% |
$713K - $849K
|
83.6K
$3.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
17.7KNew |
$645K - $768K
|
17.7K
$788K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
15.3KNew |
$559K - $665K
|
15.3K
$683K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.7KNew |
$538K - $640K
|
14.7K
$657K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$416K - $496K
|
11.4K
$509K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
10.8K+ 78.55% |
$394K - $469K
|
24.5K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.06KNew |
$294K - $350K
|
8.06K
$360K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.29K+ 24.18% |
$266K - $317K
|
37.4K
$1.67M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
7.28K+ 2.94% |
$266K - $317K
|
255K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.06K+ 6.59% |
$258K - $307K
|
114K
$5.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7K+ 6.53% |
$256K - $304K
|
114K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.97K+ 70.62% |
$255K - $303K
|
16.8K
$751K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.58K+ 10.51% |
$241K - $286K
|
69.2K
$3.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.1KNew |
$223K - $265K
|
6.1K
$272K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.98K+ 17.58% |
$182K - $216K
|
33.3K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.7K+ 11.26% |
$172K - $204K
|
46.4K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4.68K+ 21.21% |
$171K - $204K
|
26.8K
$1.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.33K+ 62.26% |
$158K - $189K
|
11.3K
$504K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
4.25K+ 4.29% |
$155K - $185K
|
103K
$4.61M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.13K+ 11.64% |
$151K - $180K
|
39.6K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.44K+ 2.92% |
$89.3K - $106K
|
86.1K
$3.84M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.08K+ 3.13% |
$75.9K - $90.4K
|
68.5K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 3.96% |
$62.4K - $74.4K
|
44.9K
$2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 1.99% |
$49.3K - $58.7K
|
69.2K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
922+ 1.99% |
$33.7K - $40.1K
|
47.4K
$2.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
792New |
$28.9K - $34.5K
|
792
$35.4K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
722+ 6563.64% |
$26.4K - $31.4K
|
733
$32.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
645New |
$23.6K - $28.1K
|
645
$28.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
595+ 1.3% |
$21.7K - $25.9K
|
46.5K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
564New |
$20.6K - $24.5K
|
564
$25.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
465+ 6.13% |
$17K - $20.2K
|
8.05K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
400+ 46.89% |
$14.6K - $17.4K
|
1.25K
$55.9K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
359+ 1.9% |
$13.1K - $15.6K
|
19.2K
$858K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
118+ 1.67% |
$4.31K - $5.13K
|
7.18K
$321K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
84New |
$3.07K - $3.65K
|
84
$3.75K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
41+ 0.75% |
$1.5K - $1.78K
|
5.52K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
24New |
$877 - $1.04K
|
24
$1.07K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
18+ 0.07% |
$658 - $783
|
24.3K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.24% |
$365 - $435
|
4.23K
$189K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.41% |
$183 - $218
|
1.22K
$54.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.64% |
$146 - $174
|
626
$27.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.66% |
$73.1 - $87
|
305
$13.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$73.1 - $87
|
12.4K
$554K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.78% |
$73.1 - $87
|
258
$11.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|