Latest Institutional Transactions on Ishares Tr North Amern Nat Res (IGE)
This table provides information on the latest institutional transactions involving Ishares Tr North Amern Nat Res (IGE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.2K+ 176.46% |
$471K - $547K
|
19K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.31K+ 35.99% |
$167K - $194K
|
16.3K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.61K- 9.2% |
$62.5K - $72.6K
|
15.9K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.5K- 15.57% |
$58.1K - $67.5K
|
8.13K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
140KNew |
$5.41M - $6.28M
|
140K
$6.3M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-40- 50.0% |
$1.55K - $1.8K
|
40
$1.81K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
942New |
$36.5K - $42.4K
|
942
$42.5K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57.5KNew |
$2.23M - $2.58M
|
57.5K
$2.59M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-197- 68.64% |
$7.63K - $8.86K
|
90
$4.06K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.85KNew |
$227K - $263K
|
5.85K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-186- 97.89% |
$7.2K - $8.37K
|
4
$181
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.84KNew |
$343K - $398K
|
8.84K
$399K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.68KNew |
$181K - $211K
|
4.68K
$211K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.7% |
$77.5 - $90
|
286
$12.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
900New |
$35.1K - $38.1K
|
900
$40.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 1.39% |
$234 - $254
|
426
$19.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10New |
$390 - $424
|
10
$451
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
380New |
$14.8K - $16.1K
|
380
$17.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.85K+ 3.26% |
$111K - $121K
|
90.3K
$4.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.5K+ 9202.4% |
$449K - $487K
|
11.6K
$525K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$39K - $42.4K
|
1K
$45.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.5% |
$39 - $42.4
|
41
$1.85K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.06KNew |
$41.4K - $45K
|
1.06K
$47.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.65K- 7.74% |
$64.5K - $70.1K
|
19.7K
$889K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-3.53K- 30.12% |
$138K - $150K
|
8.19K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 12.76% |
$39K - $42.4K
|
8.83K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3K- 34.85% |
$117K - $127K
|
5.6K
$253K
|
|
| Q3 2023 | |||||||
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140Closed |
$5.29K - $6.06K
|
0
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-800- 16.67% |
$30.2K - $34.6K
|
4K
$181K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
172New |
$6.5K - $7.44K
|
172
$7.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.51K- 29.2% |
$208K - $239K
|
13.4K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$18.9K - $21.6K
|
500
$22.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300Closed |
$11.3K - $13K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
67.6KNew |
$2.56M - $2.93M
|
67.6K
$3.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-3.68K- 12.22% |
$139K - $159K
|
26.5K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.69K+ 4.45% |
$64.1K - $73.3K
|
39.7K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
50.3KNew |
$1.9M - $2.17M
|
50.3K
$2.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-825- 93.01% |
$31.2K - $35.7K
|
62
$2.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$456K - $521K
|
12.1K
$544K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142New |
$5.37K - $6.14K
|
142
$6.41K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
131New |
$4.95K - $5.67K
|
131
$5.91K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
6.86KNew |
$259K - $297K
|
6.86K
$309K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
24New |
$907 - $1.04K
|
24
$1.08K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-100- 0.29% |
$3.78K - $4.33K
|
34K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.8KNew |
$1.35M - $1.55M
|
35.8K
$1.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$18.9K - $21.6K
|
500
$22.6K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$7.28K - $8.22K
|
200
$9.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$42K - $47.4K
|
1.15K
$52K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.5KNew |
$273K - $308K
|
7.5K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.13KNew |
$223K - $252K
|
6.13K
$277K
|
|