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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-524- 18.52% |
$44.7K - $47.4K
|
2.31K
$216K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
626+ 74.44% |
$51.4K - $57K
|
1.47K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.89KNew |
$237K - $263K
|
2.89K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
7.43KNew |
$610K - $676K
|
7.43K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-215- 2.73% |
$17.7K - $19.6K
|
7.65K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-112- 1.53% |
$9.2K - $10.2K
|
7.2K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
110KNew |
$9.04M - $10M
|
110K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
553+ 1.07% |
$45.4K - $50.3K
|
52.4K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-61- 0.49% |
$5.01K - $5.55K
|
12.5K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 42.25% |
$49.3K - $54.6K
|
2.02K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.41KNew |
$198K - $219K
|
2.41K
$226K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
203New |
$16.7K - $18.5K
|
203
$19K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
250New |
$20.5K - $22.7K
|
250
$23.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
4.74KNew |
$389K - $431K
|
4.74K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.32K+ 96.67% |
$191K - $211K
|
4.72K
$443K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.19% |
$82.1 - $91
|
85
$7.97K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
230+ 1.04% |
$18.9K - $20.9K
|
22.3K
$2.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
892+ 14.8% |
$73.3K - $81.2K
|
6.92K
$649K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
115New |
$9.45K - $10.5K
|
115
$10.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
21New |
$1.48K - $1.78K
|
21
$1.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.69KNew |
$261K - $313K
|
3.69K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4KNew |
$283K - $339K
|
4K
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.28K- 46.86% |
$161K - $193K
|
2.58K
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.4K+ 200.71% |
$381K - $458K
|
8.09K
$758K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-527- 13.35% |
$37.2K - $44.7K
|
3.42K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.25KNew |
$583K - $700K
|
8.25K
$774K
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-997- 1.12% |
$74.4K - $81.8K
|
88.2K
$8.27M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.35KNew |
$325K - $357K
|
4.35K
$408K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
445New |
$33.2K - $36.5K
|
445
$41.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
506+ 20.3% |
$37.7K - $41.5K
|
3K
$281K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$1.86K - $2.05K
|
25
$2.34K
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
93.9KNew |
$7M - $7.7M
|
93.9K
$8.8M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.64K+ 1.15% |
$120K - $130K
|
145K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
165New |
$12K - $13K
|
165
$15.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.53KNew |
$403K - $435K
|
5.53K
$518K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-61- 1.68% |
$4.45K - $4.81K
|
3.57K
$335K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83New |
$5.96K - $6.73K
|
83
$7.78K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75New |
$5.38K - $6.08K
|
75
$7.03K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.23KNew |
$303K - $342K
|
4.23K
$396K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$28.7K - $32.4K
|
400
$37.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
500+ 50.0% |
$35.9K - $40.5K
|
1.5K
$141K
|
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-6.9K- 44.48% |
$495K - $559K
|
8.61K
$808K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.85K+ 25.48% |
$133K - $150K
|
9.1K
$853K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.77KClosed |
$252K - $292K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
870New |
$58.1K - $67.4K
|
870
$81.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
166New |
$11.1K - $12.9K
|
166
$15.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11KNew |
$733K - $850K
|
11K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$842K - $976K
|
12.6K
$1.18M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-896- 16.74% |
$59.8K - $72.7K
|
4.46K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.61K- 38.98% |
$107K - $130K
|
2.51K
$236K
|
|