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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 5.25% |
$2.97K - $3.22K
|
1.52K
$68K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
68+ 0.74% |
$2.65K - $2.88K
|
9.24K
$413K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 0.18% |
$1.25K - $1.36K
|
17.6K
$784K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 0.7% |
$1.01K - $1.1K
|
3.72K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 2.45% |
$936 - $1.02K
|
1K
$44.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10New |
$390 - $424
|
10
$446
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.03% |
$78 - $84.8
|
6.28K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.5% |
$39 - $42.4
|
41
$1.83K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.61% |
$39 - $42.4
|
63
$2.81K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 1.39% |
$234 - $254
|
426
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-19- 0.07% |
$741 - $805
|
28.4K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.13% |
$976 - $1.06K
|
19.5K
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-39- 3.22% |
$1.52K - $1.65K
|
1.17K
$52.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-39- 11.96% |
$1.52K - $1.65K
|
287
$12.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-50- 38.46% |
$1.95K - $2.12K
|
80
$3.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-56- 1.34% |
$2.19K - $2.37K
|
4.13K
$184K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69- 26.64% |
$2.69K - $2.92K
|
190
$8.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-88- 0.85% |
$3.43K - $3.73K
|
10.3K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 1.3% |
$9.01K - $9.79K
|
17.5K
$783K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-323- 5.68% |
$12.6K - $13.7K
|
5.37K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-326- 54.06% |
$12.7K - $13.8K
|
277
$12.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-346- 54.92% |
$13.5K - $14.7K
|
284
$12.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-386- 5.44% |
$15.1K - $16.4K
|
6.71K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-432- 6.01% |
$16.9K - $18.3K
|
6.75K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-440- 0.72% |
$17.2K - $18.6K
|
60.9K
$2.72M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-450- 5.89% |
$17.6K - $19.1K
|
7.18K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-486- 3.56% |
$19K - $20.6K
|
13.2K
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-552- 5.2% |
$21.5K - $23.4K
|
10.1K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-731- 3.81% |
$28.5K - $31K
|
18.5K
$824K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-890- 9.75% |
$34.7K - $37.7K
|
8.24K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-917- 3.03% |
$35.8K - $38.9K
|
29.4K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 29.14% |
$45.8K - $49.7K
|
2.85K
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.19K- 3.25% |
$46.5K - $50.5K
|
35.4K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.48K- 8.07% |
$57.9K - $62.8K
|
16.9K
$754K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.53K- 10.84% |
$59.7K - $64.9K
|
12.6K
$562K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.65K- 7.74% |
$64.5K - $70.1K
|
19.7K
$879K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.67K- 7.11% |
$65K - $70.6K
|
21.8K
$971K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.85K- 3.59% |
$72.3K - $78.6K
|
49.8K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.96K- 0.72% |
$76.4K - $82.9K
|
272K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.65K- 15.97% |
$103K - $112K
|
13.9K
$622K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3K- 34.85% |
$117K - $127K
|
5.6K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-3.53K- 30.12% |
$138K - $150K
|
8.19K
$365K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 3.49% |
$155K - $169K
|
110K
$4.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 6.28% |
$177K - $192K
|
67.7K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-4.86K- 11.19% |
$190K - $206K
|
38.6K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.87K- 68.84% |
$190K - $206K
|
2.2K
$98.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.34K- 1.73% |
$208K - $226K
|
303K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.17K- 25.45% |
$241K - $261K
|
18.1K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.34K- 65.2% |
$247K - $269K
|
3.38K
$151K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.24K- 30.58% |
$282K - $307K
|
16.4K
$733K
|