Purchases and Sales Made in Q4 2023 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA EQUAL WEIGHTE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
497KNew |
$35.1M - $42.2M
|
497K
$48.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 58.79% |
$10.6M - $12.8M
|
407K
$39.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 21.95% |
$9.55M - $11.5M
|
750K
$72.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
81.6KNew |
$5.77M - $6.93M
|
81.6K
$7.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
51.9KNew |
$3.67M - $4.4M
|
51.9K
$5.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39KNew |
$2.76M - $3.31M
|
39K
$3.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
36.7KNew |
$2.6M - $3.12M
|
36.7K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.7K+ 301.28% |
$2.45M - $2.94M
|
46.2K
$4.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.7K+ 59.27% |
$2.38M - $2.86M
|
90.6K
$8.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
31.9K+ 13.4% |
$2.25M - $2.7M
|
270K
$26.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 265.74% |
$1.99M - $2.38M
|
38.7K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$1.66M - $1.99M
|
23.4K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.8K+ 3094.97% |
$1.61M - $1.93M
|
23.5K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
21K+ 7.7% |
$1.49M - $1.79M
|
294K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 159.82% |
$1.01M - $1.21M
|
23.2K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.5KNew |
$671K - $806K
|
9.5K
$921K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.8K+ 55.66% |
$622K - $747K
|
24.6K
$2.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.25KNew |
$583K - $700K
|
8.25K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.17K+ 2.04% |
$507K - $608K
|
358K
$34.7M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.72KNew |
$475K - $570K
|
6.72K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.33KNew |
$448K - $537K
|
6.33K
$614K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.89KNew |
$416K - $500K
|
5.89K
$571K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.4K+ 200.71% |
$381K - $458K
|
8.09K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.01K+ 4.61% |
$354K - $425K
|
114K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.95KNew |
$350K - $420K
|
4.95K
$480K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.22KNew |
$298K - $358K
|
4.22K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4KNew |
$283K - $339K
|
4K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.69KNew |
$261K - $313K
|
3.69K
$358K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3K+ 27.21% |
$212K - $254K
|
14K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.59KNew |
$183K - $219K
|
2.59K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 21.79% |
$171K - $205K
|
13.5K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$170K - $204K
|
2.4K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38KNew |
$168K - $202K
|
2.38K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.89K+ 33.43% |
$134K - $161K
|
7.56K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 7.58% |
$122K - $146K
|
24.4K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51KNew |
$106K - $128K
|
1.51K
$146K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.25K+ 8.71% |
$88K - $106K
|
15.5K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
998+ 9.03% |
$70.5K - $84.7K
|
12.1K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
960+ 18.94% |
$67.9K - $81.5K
|
6.03K
$584K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
711+ 0.54% |
$50.3K - $60.3K
|
132K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
604+ 5.06% |
$42.7K - $51.3K
|
12.6K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
558+ 13.61% |
$39.4K - $47.4K
|
4.66K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
470+ 49.47% |
$33.2K - $39.9K
|
1.42K
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
382+ 1.76% |
$27K - $32.4K
|
22.1K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
361+ 5.2% |
$25.5K - $30.6K
|
7.31K
$708K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
226+ 0.77% |
$16K - $19.2K
|
29.4K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
197+ 7.35% |
$13.9K - $16.7K
|
2.88K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
21New |
$1.48K - $1.78K
|
21
$2.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.42% |
$1.13K - $1.36K
|
3.8K
$369K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6+ 0.03% |
$424 - $509
|
18.9K
$1.84M
|