Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
383New |
$15.9K - $18.4K
|
383
$17.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
300New |
$12.5K - $14.4K
|
300
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
300New |
$12.5K - $14.4K
|
300
$13.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
266New |
$11K - $12.8K
|
266
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
229+ 2.29% |
$9.51K - $11K
|
10.2K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
200New |
$8.3K - $9.6K
|
200
$8.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
198+ 0.57% |
$8.22K - $9.51K
|
34.7K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
197+ 2.14% |
$8.18K - $9.46K
|
9.41K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
125+ 2.5% |
$5.19K - $6K
|
5.13K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
121+ 0.97% |
$5.02K - $5.81K
|
12.6K
$560K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97+ 0.64% |
$4.03K - $4.66K
|
15.2K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
66New |
$2.74K - $3.17K
|
66
$2.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 4.27% |
$2.7K - $3.12K
|
1.59K
$70.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
50New |
$2.08K - $2.4K
|
50
$2.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 21.74% |
$2.08K - $2.4K
|
280
$12.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
42+ 0.65% |
$1.74K - $2.02K
|
6.49K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.26% |
$166 - $192
|
1.56K
$69.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.16% |
$125 - $144
|
1.88K
$83.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.93% |
$125 - $144
|
325
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1- 0.01% |
$41.5 - $48
|
10.6K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 4.22% |
$581 - $672
|
318
$14.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 1.68% |
$706 - $816
|
993
$44.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-35- 0.67% |
$1.45K - $1.68K
|
5.18K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-40- 0.39% |
$1.66K - $1.92K
|
10.3K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-49- 0.96% |
$2.03K - $2.35K
|
5.04K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-50- 0.7% |
$2.08K - $2.4K
|
7.09K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-55- 1.1% |
$2.28K - $2.64K
|
4.93K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-104- 0.58% |
$4.32K - $4.99K
|
17.9K
$801K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-130- 24.53% |
$5.4K - $6.24K
|
400
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-149- 2.79% |
$6.19K - $7.15K
|
5.18K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-159- 4.96% |
$6.6K - $7.63K
|
3.04K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-159- 28.29% |
$6.6K - $7.63K
|
403
$18K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-197- 3.05% |
$8.18K - $9.46K
|
6.26K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-245- 66.4% |
$10.2K - $11.8K
|
124
$5.54K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-374- 1.11% |
$15.5K - $18K
|
33.4K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-511- 4.95% |
$21.2K - $24.5K
|
9.82K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-570- 1.69% |
$23.7K - $27.4K
|
33.1K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-592- 0.49% |
$24.6K - $28.4K
|
121K
$5.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-609- 2.52% |
$25.3K - $29.2K
|
23.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-710- 2.7% |
$29.5K - $34.1K
|
25.6K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-755- 13.11% |
$31.3K - $36.2K
|
5.01K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-822- 6.82% |
$34.1K - $39.5K
|
11.2K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.13K- 2.41% |
$46.8K - $54.1K
|
45.6K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.18K- 3.8% |
$49.1K - $56.8K
|
30K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.55K- 22.05% |
$64.2K - $74.3K
|
5.47K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.47K- 14.65% |
$103K - $119K
|
14.4K
$643K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.48K- 13.84% |
$103K - $119K
|
15.4K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-2.64K- 0.53% |
$110K - $127K
|
493K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.34K- 41.82% |
$139K - $160K
|
4.65K
$207K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4K- 20.37% |
$166K - $192K
|
15.6K
$698K
|