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 |
|---|---|---|---|---|---|---|---|
|
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
$7.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$678K - $870K
|
19.1K
$946K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
158New |
$5.59K - $7.18K
|
158
$7.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.4KClosed |
$616K - $790K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $253K
|
5.57K
$275K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-44- 14.62% |
$1.56K - $2K
|
257
$12.7K
|
|
| 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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88+ 7.16% |
$2.82K - $3.65K
|
1.32K
$65K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-8.56KClosed |
$274K - $355K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-6.72KClosed |
$215K - $279K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
828New |
$26.5K - $34.4K
|
828
$40.9K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
325New |
$10.4K - $13.5K
|
325
$16.1K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 5.56% |
$32 - $41.5
|
19
$938
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$69.2K - $89.7K
|
2.16K
$107K
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
33New |
$985 - $1.09K
|
33
$1.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.35KClosed |
$40.3K - $44.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.02KClosed |
$210K - $231K
|
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
|
Advisor Net Financial, Inc
|
SELL
|
- |
-162Closed |
$4.84K - $5.33K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-140- 40.94% |
$4.18K - $4.61K
|
202
$9.98K
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.3K- 90.09% |
$169K - $194K
|
693
$34.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-375Closed |
$10.1K - $11.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-975Closed |
$26.2K - $30K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-27.3KClosed |
$735K - $841K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-280Closed |
$7.53K - $8.62K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
391New |
$10.5K - $12K
|
391
$19.3K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-25Closed |
$689 - $797
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.8KClosed |
$353K - $408K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.8KClosed |
$326K - $377K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-203Closed |
$5.6K - $6.47K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-176Closed |
$4.85K - $5.61K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
SELL
|
- |
-29KClosed |
$799K - $923K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.2KNew |
$585K - $676K
|
21.2K
$1.05M
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 50.0% |
$138 - $159
|
5
$247
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.08KClosed |
$25.3K - $31.7K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-23.4KClosed |
$551K - $689K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-109- 71.24% |
$2.56K - $3.21K
|
44
$2.17K
|
|
|
Apr 19, 2021
Q1 2021
|
Moller Financial Services
|
SELL
|
- |
-8.79KClosed |
$207K - $259K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$376 - $471
|
16
$790
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Nepc LLC
Boston, MA |
SELL
|
- |
-15.9KClosed |
$299K - $392K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-20KClosed |
$376K - $493K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-511Closed |
$9.6K - $12.6K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-729Closed |
$13.7K - $18K
|
0
$0
|
|