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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 43.1% |
$3.32K - $4.09K
|
132
$5.96K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
10+ 1.17% |
$332 - $409
|
868
$39.2K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$1.76K - $2.17K
|
53
$2.39K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
165New |
$5.47K - $6.75K
|
165
$7.45K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-134K- 92.91% |
$4.44M - $5.48M
|
10.2K
$461K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-55- 0.12% |
$1.82K - $2.25K
|
45.1K
$2.03M
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.4KClosed |
$474K - $608K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.1KNew |
$216K - $277K
|
6.1K
$275K
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-18.8KClosed |
$667K - $856K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-563KClosed |
$19.9M - $25.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-359- 4.31% |
$12.7K - $16.3K
|
7.96K
$359K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.92KNew |
$245K - $315K
|
6.92K
$312K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
33New |
$1.17K - $1.5K
|
33
$1.49K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 47.41% |
$2.27K - $2.91K
|
71
$3.2K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-735- 1.96% |
$26K - $33.4K
|
36.7K
$1.66M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
35.9KNew |
$1.27M - $1.63M
|
35.9K
$1.62M
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
187KNew |
$6.62M - $8.5M
|
187K
$8.44M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
22New |
$779 - $999
|
22
$993
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 2.97% |
$39.1K - $50.2K
|
36K
$1.63M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$363K - $466K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
783New |
$27.7K - $35.6K
|
783
$35.3K
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-9.19KClosed |
$325K - $417K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
BUY
|
- |
52.9K+ 58.43% |
$1.87M - $2.4M
|
144K
$6.48M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$678K - $870K
|
19.1K
$864K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
158New |
$5.59K - $7.18K
|
158
$7.13K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $253K
|
5.57K
$251K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.4KClosed |
$616K - $790K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-44- 14.62% |
$1.56K - $2K
|
257
$11.6K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-297Closed |
$9.5K - $12.3K
|
0
$0
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.8KClosed |
$57.7K - $74.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
564New |
$18K - $23.4K
|
564
$25.5K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88+ 7.16% |
$2.82K - $3.65K
|
1.32K
$59.4K
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-8.56KClosed |
$274K - $355K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
828New |
$26.5K - $34.4K
|
828
$37.4K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-6.72KClosed |
$215K - $279K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
325New |
$10.4K - $13.5K
|
325
$14.7K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 5.56% |
$32 - $41.5
|
19
$857
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$69.2K - $89.7K
|
2.16K
$97.6K
|
|
Q4 2021 | |||||||
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
33New |
$985 - $1.09K
|
33
$1.49K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.02KClosed |
$210K - $231K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.35KClosed |
$40.3K - $44.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-48.1KClosed |
$1.44M - $1.58M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300Closed |
$8.96K - $9.87K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-68Closed |
$2.03K - $2.24K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.63KClosed |
$198K - $218K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-50Closed |
$1.49K - $1.65K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17KClosed |
$508K - $560K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-349Closed |
$10.4K - $11.5K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-140- 40.94% |
$4.18K - $4.61K
|
202
$9.12K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-162Closed |
$4.84K - $5.33K
|
0
$0
|