Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
26+ 0.39% |
$2.46K - $2.66K
|
6.72K
$667K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.35% |
$757 - $817
|
2.28K
$227K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$663 - $715
|
10.7K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.02% |
$284 - $306
|
18.8K
$1.87M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$189 - $204
|
3.22K
$320K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31- 0.53% |
$2.93K - $3.17K
|
5.87K
$583K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-35- 0.71% |
$3.31K - $3.57K
|
4.9K
$487K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-72- 4.35% |
$6.82K - $7.35K
|
1.58K
$157K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-177- 55.14% |
$16.8K - $18.1K
|
144
$14.3K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-213- 1.3% |
$20.2K - $21.8K
|
16.2K
$1.61M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-251- 1.69% |
$23.8K - $25.6K
|
14.6K
$1.45M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-253- 45.75% |
$23.9K - $25.8K
|
300
$29.8K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-448- 1.56% |
$42.4K - $45.8K
|
28.2K
$2.8M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-500- 31.45% |
$47.3K - $51.1K
|
1.09K
$108K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-667- 10.0% |
$63.1K - $68.1K
|
6K
$596K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.34K- 14.11% |
$127K - $137K
|
8.15K
$810K
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.65K- 10.54% |
$156K - $168K
|
14K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.78K- 0.62% |
$169K - $182K
|
285K
$28.3M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.87K- 5.06% |
$177K - $191K
|
35.1K
$3.48M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.07K- 37.52% |
$196K - $212K
|
3.45K
$343K
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-4.11K- 5.08% |
$389K - $420K
|
76.9K
$7.64M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.72K- 49.41% |
$447K - $482K
|
4.83K
$480K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-7.03K- 3.33% |
$665K - $718K
|
204K
$20.2M
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.09K- 9.5% |
$766K - $826K
|
77K
$7.65M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-11.4K- 57.69% |
$1.08M - $1.17M
|
8.37K
$831K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-13.5K- 10.22% |
$1.28M - $1.38M
|
119K
$11.8M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.3K- 9.84% |
$2.02M - $2.18M
|
196K
$19.4M
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-57.5K- 10.75% |
$5.44M - $5.87M
|
478K
$47.4M
|