Purchases and Sales Made in Q3 2023 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHS MSCI UTD KINGDOM ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.47K+ 15.74% |
$46.2K - $49.5K
|
10.8K
$386K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.4K+ 1.42% |
$43.9K - $47K
|
100K
$3.57M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.33K+ 2.86% |
$41.8K - $44.8K
|
48K
$1.71M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.32K+ 6.57% |
$41.3K - $44.3K
|
21.4K
$761K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.25K+ 8.07% |
$39.1K - $42K
|
16.7K
$596K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.09K+ 5.42% |
$34K - $36.5K
|
21.1K
$753K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.03K+ 10.94% |
$32.3K - $34.7K
|
10.5K
$373K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
902+ 11.44% |
$28.2K - $30.3K
|
8.79K
$313K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
741+ 50.0% |
$23.2K - $24.9K
|
2.22K
$79.1K
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
657+ 2.94% |
$20.6K - $22.1K
|
23K
$819K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
588New |
$18.4K - $19.7K
|
588
$20.9K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
526+ 6.47% |
$16.5K - $17.7K
|
8.65K
$308K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
503New |
$15.7K - $16.9K
|
503
$17.9K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
469+ 5.38% |
$14.7K - $15.7K
|
9.19K
$327K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
456+ 0.62% |
$14.3K - $15.3K
|
74.4K
$2.65M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
430+ 0.58% |
$13.5K - $14.4K
|
74.2K
$2.64M
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
305+ 1.26% |
$9.55K - $10.2K
|
24.6K
$874K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
300New |
$9.39K - $10.1K
|
300
$10.7K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
292+ 0.27% |
$9.14K - $9.81K
|
109K
$3.88M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
292+ 3.13% |
$9.14K - $9.81K
|
9.62K
$343K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
243New |
$7.61K - $8.16K
|
243
$8.65K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
234New |
$7.33K - $7.86K
|
234
$8.33K
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
214+ 1.06% |
$6.7K - $7.19K
|
20.5K
$728K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
205+ 0.65% |
$6.42K - $6.88K
|
31.5K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
181+ 1.98% |
$5.67K - $6.08K
|
9.34K
$333K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
162+ 14.1% |
$5.07K - $5.44K
|
1.31K
$46.7K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
158+ 25.53% |
$4.95K - $5.31K
|
777
$27.7K
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
145+ 1.34% |
$4.54K - $4.87K
|
11K
$390K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
145New |
$4.54K - $4.87K
|
145
$5.16K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
128+ 21.66% |
$4.01K - $4.3K
|
719
$25.6K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
102+ 1.1% |
$3.19K - $3.43K
|
9.39K
$334K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
100+ 4.28% |
$3.13K - $3.36K
|
2.43K
$86.7K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
83New |
$2.6K - $2.79K
|
83
$2.95K
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
47+ 0.19% |
$1.47K - $1.58K
|
25.2K
$899K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.7% |
$1.1K - $1.18K
|
5.05K
$180K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
35+ 2.09% |
$1.1K - $1.18K
|
1.71K
$60.7K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
33+ 0.85% |
$1.03K - $1.11K
|
3.92K
$139K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 0.54% |
$250 - $269
|
1.49K
$53K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$62.6 - $67.2
|
2
$71.2
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-34- 1.58% |
$1.06K - $1.14K
|
2.12K
$75.6K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-34- 11.07% |
$1.06K - $1.14K
|
273
$9.72K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 44.55% |
$1.53K - $1.65K
|
61
$2.17K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-106- 0.65% |
$3.32K - $3.56K
|
16.2K
$577K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-111- 7.06% |
$3.48K - $3.73K
|
1.46K
$52K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-119- 0.92% |
$3.73K - $4K
|
12.8K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-122- 0.39% |
$3.82K - $4.1K
|
30.8K
$1.1M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-149- 20.64% |
$4.67K - $5K
|
573
$20.4K
|
|
Oct 25, 2023
Q3 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-163- 0.08% |
$5.1K - $5.47K
|
200K
$7.11M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-200- 12.5% |
$6.26K - $6.72K
|
1.4K
$49.8K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-226- 22.6% |
$7.08K - $7.59K
|
774
$27.6K
|