Who owns iShares S&P NA Nat. Re. Sc. Idx. Fd?
- Ticker: IGE
- CUSIP Number: 464287374
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P NA Nat. Re. Sc. Idx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P NA Nat. Re. Sc. Idx. Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Arkansas Financial | 887k | $20k | 100% | Sep 2024 |
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Morgan Stanley | 854k | $38M | 4% | Jun 2024 |
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Bank of America Corporation | 722k | $32M | 8% | Sep 2024 |
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Family Firm | 495k | $13M | 3% | Sep 2024 |
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Envestnet Asset Management | 422k | $19M | 2% | Sep 2024 |
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Goldman Sachs Group | 294k | $13M | 5% | Jun 2024 |
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Royal Bank of Canada | 254k | $11M | -6% | Sep 2024 |
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CWM | 231k | $10M | -6% | Sep 2024 |
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Wells Fargo & Company | 198k | $8.7M | -4% | Sep 2024 |
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Summit Investment Advisors | 135k | $5.9M | 1% | Sep 2024 |
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Pnc Financial Services | 123k | $5.4M | -6% | Sep 2024 |
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D.A. Davidson & Co. | 122k | $5.4M | 0% | Jun 2024 |
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Pure Financial Advisors | 112k | $4.9M | 2% | Sep 2024 |
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Steward Partners Investment Advisory | 94k | $4.1M | 0% | Jun 2024 |
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Mml Investors Services | 76k | $3.3M | 2% | Sep 2024 |
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Commonwealth Equity Services | 73k | $3.2M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 66k | $2.9M | 2% | Sep 2024 |
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Two Sigma Investments | 65k | $2.9M | 100% | Jun 2024 |
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Atria Wealth Solutions | 61k | $2.7M | -16% | Sep 2024 |
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LPL Financial | 51k | $2.3M | -6% | Sep 2024 |
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Concurrent Investment Advisors | 49k | $2.1M | 7% | Sep 2024 |
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Windward Private Wealth Management | 47k | $2.1M | -2% | Sep 2024 |
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Zeit Capital | 45k | $2.0M | -2% | Sep 2024 |
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Sowa Financial Group | 43k | $1.9M | -5% | Sep 2024 |
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Advisor Resource Council | 40k | $1.8M | 38% | Sep 2024 |
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Susquehanna International | 39k | $1.7M | -6% | Sep 2024 |
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Jennison Associates | 39k | $1.7M | 35% | Sep 2024 |
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Courage Miller Partners | 37k | $1.6M | 7% | Sep 2024 |
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H D Vest Advisory Services | 36k | $1.6M | -8% | Jun 2024 |
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Principal Financial Group | 35k | $1.5M | -11% | Sep 2024 |
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Geneos Wealth Management | 35k | $1.5M | -3% | Jun 2024 |
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Congress Wealth Management LLC / DE / | 35k | $1.5M | -41% | Sep 2024 |
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Rothschild Investment | 34k | $1.5M | 0% | Sep 2024 |
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Biondo Investment Advisors | 31k | $1.4M | 7% | Sep 2024 |
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Nations Financial Group | 31k | $1.4M | 1% | Sep 2024 |
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Jpmorgan Chase & Co | 30k | $1.3M | 1% | Sep 2024 |
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Branch Banking & Trust Company | 29k | $1.3M | -8% | Jun 2024 |
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Jane Street | 29k | $1.3M | 6% | Sep 2024 |
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Asset Managment | 26k | $1.2M | 0% | Sep 2024 |
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Citadel Advisors | 25k | $1.1M | -43% | Sep 2024 |
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Kestra Advisory Services | 24k | $1.1M | -3% | Sep 2024 |
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Tower Research Capital | 23k | $1.0M | 306% | Jun 2024 |
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Parkside Financial Bank & Trust | 20k | $867k | 4% | Sep 2024 |
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Brian McDonald | 20k | $867k | -2% | Sep 2024 |
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Sunbelt Securities | 20k | $864k | 0% | Jun 2024 |
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Wealth Enhancement Advisory Services | 19k | $823k | 0% | Jun 2024 |
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David R. Rahn Inc. dba Avalon Capital Management | 18k | $807k | -77% | Jun 2024 |
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Cetera Investment Advisers | 18k | $799k | -6% | Jun 2024 |
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Phillips Financial Management | 18k | $795k | -2% | Sep 2024 |
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Raymond James Financial Services Advisors | 18k | $776k | -1% | Sep 2024 |
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Sachetta | 17k | $744k | -9% | Sep 2024 |
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ValMark Advisers | 15k | $679k | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 15k | $665k | -33% | Sep 2024 |
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HighTower Advisors | 15k | $653k | 86% | Jun 2024 |
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Two Sigma Advisers | 13k | $550k | 100% | Jun 2024 |
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XML Financial | 12k | $548k | 0% | Sep 2024 |
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Outlook Wealth Advisors | 12k | $531k | 1% | Sep 2024 |
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Leavell Investment Management | 11k | $489k | 1% | Sep 2024 |
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Courier Capital Corp | 11k | $466k | 100% | Sep 2024 |
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GFS Advisors | 10k | $457k | 5008% | Sep 2024 |
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Interactive Financial Advisors | 10k | $455k | 1% | Sep 2024 |
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Spectrum Wealth Counsel | 10k | $441k | 0% | Sep 2024 |
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Janney Montgomery Scott | 9.8k | $433k | -1% | Sep 2024 |
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PFG Advisors | 9.2k | $406k | 1% | Sep 2024 |
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Sweet Financial Partners | 8.8k | $389k | 0% | Sep 2024 |
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KKM Financial | 8.1k | $358k | 0% | Sep 2024 |
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Coppell Advisory Solutions | 8.0k | $352k | -29% | Sep 2024 |
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Advisor Group Holdings | 7.8k | $342k | -27% | Sep 2024 |
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United Capital Financial Advisers | 7.5k | $331k | 0% | Sep 2024 |
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First Interstate Bank | 7.1k | $315k | 0% | Sep 2024 |
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Mesirow Financial Investment Management International Equity | 7.1k | $311k | 0% | Sep 2024 |
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Citigroup | 7.0k | $309k | 4% | Sep 2024 |
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Stratos Wealth Partners | 6.5k | $285k | 1% | Sep 2024 |
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DHK Financial Advisors | 6.4k | $284k | 1% | Sep 2024 |
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Mariner Wealth Advisors | 6.2k | $275k | -74% | Sep 2024 |
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Beacon Financial Advisory | 5.8k | $254k | 0% | Sep 2024 |
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Raymond James & Associates | 5.6k | $249k | -11% | Sep 2024 |
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Apeiron RIA | 5.6k | $247k | 0% | Jun 2024 |
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Ameritas Advisory Services | 5.6k | $245k | -35% | Sep 2024 |
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Stifel Financial | 5.3k | $234k | -71% | Jun 2024 |
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Fifth Third Securities | 5.2k | $230k | -44% | Sep 2024 |
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Regions Bank | 5.2k | $229k | 0% | Sep 2024 |
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Kesler, Norman & Wride | 5.1k | $224k | -49% | Sep 2024 |
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Foundation Wealth Management | 5.0k | $221k | 0% | Sep 2024 |
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Prospera Financial Services | 5.0k | $220k | -5% | Sep 2024 |
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Rehmann Capital Advisory | 4.7k | $209k | 0% | Jun 2024 |
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Founders Financial Securities | 4.7k | $206k | 0% | Sep 2024 |
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Kestra Private Wealth Services | 4.6k | $202k | 100% | Sep 2024 |
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Tompkins Financial Corp | 4.0k | $176k | 0% | Sep 2024 |
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Laurel Wealth Advisors | 3.2k | $141k | 0% | Sep 2024 |
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Operose Advisors | 3.0k | $132k | 100% | Sep 2024 |
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Global Retirement Partners | 2.9k | $129k | -16% | Sep 2024 |
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Us Bancorp | 1.9k | $83k | -1% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 1.7k | $74k | -9% | Sep 2024 |
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William Blair $ Company | 1.6k | $69k | 0% | Sep 2024 |
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Proequities | 1.5k | $67M | 0% | Sep 2024 |
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Aptus Capital Advisors | 1.5k | $64k | -3% | Sep 2024 |
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Parallel Advisors | 1.0k | $45k | 0% | Sep 2024 |
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Spire Wealth Management | 999.00 | $44k | -1% | Sep 2024 |
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Continuum Advisory | 942.00 | $44k | 0% | Sep 2024 |
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Harbour Investments | 852.00 | $38k | 0% | Sep 2024 |
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Principal Securities | 562.00 | $25k | -51% | Sep 2024 |
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Bank Of Oklahoma National Association / | 545.00 | $25k | 100% | Sep 2024 |
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MGB Wealth Management | 530.00 | $23k | 32% | Sep 2024 |
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Custom Portfolio Group | 500.00 | $22k | 0% | Jun 2024 |
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SRS Capital Advisors | 455.00 | $20k | 0% | Sep 2024 |
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Creative Financial Designs | 448.00 | $20k | 0% | Sep 2024 |
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Peterson Wealth Services | 431.00 | $19k | 100% | Sep 2024 |
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Goss Wealth Management | 429.00 | $19k | 0% | Jun 2024 |
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Huntington National Bank | 370.00 | $16k | 100% | Sep 2024 |
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Main Street Group | 322.00 | $14k | 1% | Sep 2024 |
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Breakwater Investment Management | 255.00 | $11k | 0% | Sep 2024 |
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Sage Mountain Advisors | 254.00 | $11k | 0% | Sep 2024 |
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Signature | 230.00 | $10k | 24% | Sep 2024 |
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Global Financial Private Client | 205.00 | $9.0k | 0% | Sep 2024 |
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Annis Gardner Whiting Capital Advisors | 203.00 | $8.9k | -50% | Jun 2024 |
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Key FInancial | 202.00 | $8.9k | 0% | Sep 2024 |
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Capital Performance Advisors | 155.00 | $6.8k | 100% | Sep 2024 |
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Capital Investment Advisory Services | 148.00 | $6.5k | 0% | Sep 2024 |
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Financial Advisory Service | 137.00 | $6.0k | 100% | Sep 2024 |
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Blue Bell Private Wealth Management | 132.00 | $5.8k | 0% | Sep 2024 |
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Hanson McClain Advisors | 100.00 | $4.4k | 0% | Sep 2024 |
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SOA Wealth Advisors | 64.00 | $2.8k | 2% | Sep 2024 |
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Whittier Trust Co. of Nevada | 60.00 | $2.6k | 0% | Sep 2024 |
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AlphaCore Capital | 60.00 | $2.6k | 0% | Sep 2024 |
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CoreCap Advisors | 50.00 | $2.2k | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 40.00 | $1.8k | 100% | Sep 2024 |
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Bessemer | 40.00 | $2.0k | 0% | Sep 2024 |
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Horizon Investments | 33.00 | $1.5k | 0% | Sep 2024 |
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Bogart Wealth | 16.00 | $705.000000 | 0% | Sep 2024 |
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Qube Research & Technologies | 1.00 | $44.000000 | -100% | Jun 2024 |
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Who sold out of iShares S&P NA Nat. Re. Sc. Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Omnia Family Wealth | Mar 2024 | 99k | $4.5M |
Davenport & Co | Jun 2024 | 11k | $502k |
CX Institutional | Jun 2024 | 6.7k | $296k |
Hrt Financial | Jun 2024 | 5.0k | $221k |
Great Lakes Retirement | Jun 2024 | 1.4k | $61k |
Wetzel Investment Advisors | Jun 2024 | 1.0k | $45k |
First Manhattan | Mar 2024 | 426.00 | $19k |