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 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.2% |
$70.7 - $84.9
|
84
$7.97K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5- 0.1% |
$353 - $424
|
4.98K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 1.16% |
$495 - $594
|
596
$56.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30- 0.52% |
$2.12K - $2.55K
|
5.78K
$548K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31- 0.32% |
$2.19K - $2.63K
|
9.6K
$910K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-100- 2.57% |
$7.07K - $8.49K
|
3.79K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-115- 1.6% |
$8.13K - $9.76K
|
7.05K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-511- 6.1% |
$36.1K - $43.4K
|
7.86K
$746K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-527- 13.35% |
$37.2K - $44.7K
|
3.42K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-615- 1.86% |
$43.5K - $52.2K
|
32.4K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-823- 16.38% |
$58.2K - $69.8K
|
4.2K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-967- 23.67% |
$68.3K - $82.1K
|
3.12K
$296K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 5.87% |
$73.3K - $88K
|
16.6K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.25K- 46.28% |
$88.4K - $106K
|
1.45K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.91K- 5.81% |
$135K - $162K
|
30.9K
$2.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2K- 40.59% |
$141K - $170K
|
2.93K
$277K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.19K- 12.98% |
$155K - $186K
|
14.7K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.28K- 46.86% |
$161K - $193K
|
2.58K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.29K- 1.83% |
$445K - $534K
|
337K
$31.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10.7K- 64.35% |
$754K - $905K
|
5.91K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-48.7K- 35.28% |
$3.44M - $4.13M
|
89.4K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.1K- 42.59% |
$3.61M - $4.34M
|
68.9K
$6.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100K- 19.81% |
$7.1M - $8.53M
|
407K
$38.6M
|