Purchases and Sales Made in Q1 2023 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHS MSCI UTD KINGDOM ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.02% |
$304 - $331
|
55.7K
$1.9M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$122 - $132
|
4
$136
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.03% |
$91.3 - $99.1
|
8.71K
$297K
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$274 - $297
|
30.9K
$1.05M
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-37- 0.19% |
$1.13K - $1.22K
|
19.3K
$659K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-100- 1.71% |
$3.04K - $3.3K
|
5.74K
$195K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-165- 14.25% |
$5.02K - $5.45K
|
993
$33.8K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-178- 7.87% |
$5.42K - $5.88K
|
2.09K
$71K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-238- 2.53% |
$7.24K - $7.87K
|
9.15K
$312K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-255- 2.07% |
$7.76K - $8.43K
|
12K
$410K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-260- 49.9% |
$7.91K - $8.59K
|
261
$8.89K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-289- 2.6% |
$8.79K - $9.55K
|
10.8K
$369K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-300- 34.88% |
$9.13K - $9.92K
|
560
$19.1K
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-301- 0.69% |
$9.16K - $9.95K
|
43.3K
$1.48M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-352- 85.44% |
$10.7K - $11.6K
|
60
$2.04K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-359- 6.35% |
$10.9K - $11.9K
|
5.3K
$180K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-387- 5.12% |
$11.8K - $12.8K
|
7.18K
$244K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-500- 5.52% |
$15.2K - $16.5K
|
8.56K
$291K
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-703- 5.61% |
$21.4K - $23.2K
|
11.8K
$403K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-840- 6.29% |
$25.6K - $27.8K
|
12.5K
$427K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-840- 6.29% |
$25.6K - $27.8K
|
12.5K
$427K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-845- 33.68% |
$25.7K - $27.9K
|
1.66K
$56.7K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-846- 36.58% |
$25.7K - $28K
|
1.47K
$50K
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-911- 5.23% |
$27.7K - $30.1K
|
16.5K
$562K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-955- 3.01% |
$29.1K - $31.6K
|
30.8K
$1.05M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 6.46% |
$33.8K - $36.7K
|
16.1K
$548K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.54K- 16.14% |
$46.8K - $50.8K
|
7.99K
$272K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.62K- 17.62% |
$49.3K - $53.6K
|
7.58K
$258K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.82K- 5.05% |
$55.3K - $60.1K
|
34.2K
$1.16M
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.02K- 10.78% |
$61.3K - $66.6K
|
16.7K
$568K
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-2.25K- 0.11% |
$68.5K - $74.4K
|
2.04M
$69.6M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.27K- 2.27% |
$69.1K - $75K
|
97.7K
$3.33M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.34K- 7.36% |
$71.1K - $77.2K
|
29.4K
$1M
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.59K- 21.64% |
$78.7K - $85.5K
|
9.36K
$319K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.61K- 65.39% |
$79.3K - $86.2K
|
1.38K
$47K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.65K- 9.9% |
$80.7K - $87.6K
|
24.1K
$822K
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.84K- 2.41% |
$86.4K - $93.8K
|
115K
$3.92M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.98K- 9.07% |
$90.6K - $98.4K
|
29.8K
$1.02M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.41K- 60.83% |
$104K - $113K
|
2.19K
$74.7K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.92K- 3.47% |
$119K - $130K
|
109K
$3.71M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.93K- 22.58% |
$120K - $130K
|
13.5K
$459K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.23K- 13.35% |
$129K - $140K
|
27.4K
$935K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.53K- 38.12% |
$138K - $150K
|
7.34K
$250K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.15K- 27.33% |
$218K - $236K
|
19K
$648K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-8.68K- 97.33% |
$264K - $287K
|
238
$8.11K
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.61K- 35.03% |
$292K - $318K
|
17.8K
$607K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.84K- 42.82% |
$299K - $325K
|
13.1K
$447K
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-13.1K- 54.18% |
$397K - $431K
|
11K
$376K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.7K- 1.1% |
$479K - $520K
|
1.42M
$48.3M
|
|
May 12, 2023
Q1 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-16.6K- 3.07% |
$505K - $549K
|
524K
$17.8M
|