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 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.3K- 90.09% |
$169K - $194K
|
693
$31.3K
|
|
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
$17.6K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.8KClosed |
$353K - $408K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-25Closed |
$689 - $797
|
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
$958K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 50.0% |
$138 - $159
|
5
$226
|
|
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
$1.99K
|
|
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
$722
|
|
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 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.33KClosed |
$25K - $32.8K
|
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
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-381Closed |
$7.16K - $9.38K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165New |
$3.1K - $4.06K
|
165
$7.45K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.2KClosed |
$811K - $1.06M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-725- 92.36% |
$13.6K - $17.9K
|
60
$2.71K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-900Closed |
$17.6K - $20.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-86Closed |
$1.68K - $1.98K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-21.1KClosed |
$412K - $486K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-234Closed |
$4.58K - $5.4K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-121Closed |
$2.37K - $2.79K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.75KClosed |
$92.9K - $109K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55.6KClosed |
$1.09M - $1.28M
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 66.67% |
$19.6K - $23.1K
|
500
$22.6K
|
|
Oct 05, 2020
Q3 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-260Closed |
$5.09K - $6K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2024
Q2 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-15.7KClosed |
$252K - $391K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14Closed |
$225 - $349
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-121Closed |
$1.94K - $3.01K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.9KClosed |
$190K - $295K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-29KClosed |
$465K - $722K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.3KClosed |
$68.9K - $107K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.58KClosed |
$25.4K - $39.4K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-202Closed |
$3.24K - $5.03K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.79KClosed |
$28.7K - $44.6K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-395Closed |
$6.34K - $9.84K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-40- 12.99% |
$557 - $1.21K
|
268
$12.1K
|