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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$1.2K - $1.46K
|
18
$1.69K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 8.14% |
$70.3K - $85.4K
|
14K
$1.31M
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.82K- 59.5% |
$322K - $391K
|
3.28K
$307K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-318Closed |
$21.7K - $27.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.57KClosed |
$175K - $220K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-131Closed |
$8.92K - $11.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.31% |
$681 - $856
|
3.27K
$307K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.79KClosed |
$394K - $495K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
28New |
$1.91K - $2.4K
|
28
$2.63K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.09% |
$68.1 - $85.6
|
1.12K
$105K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.46KNew |
$235K - $296K
|
3.46K
$324K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
225New |
$15.3K - $19.3K
|
225
$21.1K
|
|
Q1 2022 | |||||||
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.36KClosed |
$265K - $302K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-54.4K- 31.92% |
$4.28M - $4.88M
|
116K
$10.9M
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-4.41KClosed |
$347K - $396K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
5+ 38.46% |
$412 - $441
|
18
$1.69K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50Closed |
$3.96K - $4.23K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.84KNew |
$145K - $155K
|
1.84K
$172K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.31KClosed |
$104K - $111K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
155+ 33.7% |
$11K - $12.3K
|
615
$57.7K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-843Closed |
$59.9K - $66.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66Closed |
$4.69K - $5.23K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12.1KClosed |
$736K - $876K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.84KClosed |
$111K - $133K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.86KClosed |
$356K - $423K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.81K- 13.08% |
$217K - $245K
|
25.3K
$2.37M
|
|
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.7KNew |
$438K - $495K
|
7.7K
$722K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-295Closed |
$16.8K - $19K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-148Closed |
$8.42K - $9.51K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.27KClosed |
$277K - $388K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.97KClosed |
$175K - $246K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.35KClosed |
$192K - $270K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-43.7KClosed |
$1.93M - $2.71M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-3.25KClosed |
$143K - $201K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-13.9KClosed |
$614K - $862K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17- 20.48% |
$686 - $1.13K
|
66
$6.19K
|
|
May 15, 2020
Q1 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.43KClosed |
$340K - $559K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-300KClosed |
$12.1M - $19.9M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.8KClosed |
$437K - $718K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-300KClosed |
$12.1M - $19.9M
|
0
$0
|
|
Q3 2019 | |||||||
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 85.19% |
$13.6K - $14K
|
40
$3.75K
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.4KClosed |
$2.69M - $2.76M
|
0
$0
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-3.09KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.48KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.15KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 25, 2018
Q2 2018
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$1.82M
|