Latest Institutional Transactions on Ishares Msci Usa Equal Weighte (EUSA)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Equal Weighte (EUSA) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
547+ 2.38% |
$46.7K - $49.5K
|
23.5K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.45KNew |
$636K - $674K
|
7.45K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.16K- 40.7% |
$185K - $196K
|
3.15K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-573- 9.05% |
$48.9K - $51.8K
|
5.76K
$546K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 1.42% |
$8.53K - $9.04K
|
7.16K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.1K- 3.12% |
$1.46M - $1.55M
|
531K
$50.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-105K- 86.67% |
$9M - $9.54M
|
16.2K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32K+ 6.88% |
$113K - $119K
|
20.5K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$85.3 - $90.4
|
1
$94.8
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.8K- 6.26% |
$2.03M - $2.15M
|
357K
$33.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-49- 0.41% |
$4.18K - $4.43K
|
12K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
913+ 1.36% |
$77.9K - $82.5K
|
67.9K
$6.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.86KNew |
$756K - $801K
|
8.86K
$840K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.18K- 2.77% |
$271K - $288K
|
112K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
11.3K+ 3.84% |
$968K - $1.03M
|
307K
$29.1M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-25.5K- 7.13% |
$2.17M - $2.3M
|
332K
$31.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
44+ 0.38% |
$3.75K - $3.98K
|
11.6K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$4.27K - $4.52K
|
50
$4.74K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-210- 11.67% |
$17.9K - $19K
|
1.59K
$151K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-221- 4.76% |
$18.9K - $20K
|
4.42K
$420K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-649- 2.24% |
$55.4K - $58.7K
|
28.4K
$2.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21+ 0.31% |
$1.79K - $1.9K
|
6.81K
$646K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.08% |
$256 - $271
|
3.72K
$352K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-524- 18.52% |
$44.7K - $47.4K
|
2.31K
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73- 0.49% |
$6.23K - $6.6K
|
14.7K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.77K+ 24.23% |
$236K - $250K
|
14.2K
$1.35M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
7.43KNew |
$610K - $676K
|
7.43K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
153New |
$12.6K - $13.9K
|
153
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.89KNew |
$237K - $263K
|
2.89K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
626+ 74.44% |
$51.4K - $57K
|
1.47K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.26KNew |
$186K - $206K
|
2.26K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-215- 2.73% |
$17.7K - $19.6K
|
7.65K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-112- 1.53% |
$9.2K - $10.2K
|
7.2K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
110KNew |
$9.04M - $10M
|
110K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
553+ 1.07% |
$45.4K - $50.3K
|
52.4K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 42.25% |
$49.3K - $54.6K
|
2.02K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-61- 0.49% |
$5.01K - $5.55K
|
12.5K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.41KNew |
$198K - $219K
|
2.41K
$228K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
250New |
$20.5K - $22.7K
|
250
$23.7K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
203New |
$16.7K - $18.5K
|
203
$19.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
4.74KNew |
$389K - $431K
|
4.74K
$449K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.32K+ 96.67% |
$191K - $211K
|
4.72K
$448K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.19% |
$82.1 - $91
|
85
$8.06K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
230+ 1.04% |
$18.9K - $20.9K
|
22.3K
$2.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
892+ 14.8% |
$73.3K - $81.2K
|
6.92K
$656K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
115New |
$9.45K - $10.5K
|
115
$10.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.69KNew |
$261K - $313K
|
3.69K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
21New |
$1.48K - $1.78K
|
21
$1.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4KNew |
$283K - $339K
|
4K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.28K- 46.86% |
$161K - $193K
|
2.58K
$245K
|
|