Purchases and Sales Made in Q4 2024 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.45KNew |
$284K - $316K
|
8.45K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
8.12K+ 19.42% |
$273K - $303K
|
49.9K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.98K+ 9.21% |
$269K - $298K
|
94.6K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.47K+ 5.33% |
$252K - $279K
|
148K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
7K+ 18.32% |
$236K - $261K
|
45.2K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.49K+ 7.68% |
$218K - $242K
|
90.9K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.21KNew |
$209K - $232K
|
6.21K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.15KNew |
$207K - $230K
|
6.15K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 2.79% |
$150K - $167K
|
165K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.2K+ 30.81% |
$141K - $157K
|
17.8K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.05K+ 21.03% |
$136K - $151K
|
23.3K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 30.44% |
$126K - $140K
|
16K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.08K+ 19.26% |
$104K - $115K
|
19.1K
$693K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 2.85% |
$102K - $113K
|
109K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.69K+ 320.62% |
$90.6K - $100K
|
3.53K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.31K+ 5.49% |
$77.6K - $86.1K
|
44.3K
$1.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
2.2K+ 24.31% |
$74.1K - $82.2K
|
11.3K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.02K+ 4.4% |
$68.1K - $75.5K
|
48K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.84K+ 5.55% |
$61.9K - $68.6K
|
34.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.52KNew |
$51.2K - $56.8K
|
1.52K
$55.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.46K+ 17.06% |
$49.3K - $54.6K
|
10K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.29K+ 33.52% |
$43.4K - $48.2K
|
5.14K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 0.93% |
$34.3K - $38.1K
|
110K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
850+ 7.13% |
$28.6K - $31.7K
|
12.8K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
828+ 0.27% |
$27.9K - $30.9K
|
308K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
797New |
$26.8K - $29.8K
|
797
$29K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
735+ 10.75% |
$24.7K - $27.5K
|
7.57K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
729New |
$24.5K - $27.2K
|
729
$26.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
700+ 2.44% |
$23.6K - $26.1K
|
29.4K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
693+ 7.43% |
$23.3K - $25.9K
|
10K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
680New |
$22.9K - $25.4K
|
680
$24.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
668+ 36.46% |
$22.5K - $24.9K
|
2.5K
$90.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
500+ 2.59% |
$16.8K - $18.7K
|
19.8K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
414+ 1.89% |
$13.9K - $15.5K
|
22.3K
$813K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
400+ 1.6% |
$13.5K - $14.9K
|
25.4K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
358+ 5.67% |
$12.1K - $13.4K
|
6.67K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
330+ 2.27% |
$11.1K - $12.3K
|
14.9K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
292+ 1.69% |
$9.83K - $10.9K
|
17.6K
$640K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
282New |
$9.49K - $10.5K
|
282
$10.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
282+ 13.4% |
$9.49K - $10.5K
|
2.39K
$86.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
271+ 3.74% |
$9.12K - $10.1K
|
7.52K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
248+ 30.32% |
$8.35K - $9.26K
|
1.07K
$38.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
233+ 1.74% |
$7.85K - $8.7K
|
13.6K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
213+ 1.83% |
$7.17K - $7.96K
|
11.9K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
210+ 0.81% |
$7.07K - $7.84K
|
26.3K
$955K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
174+ 0.74% |
$5.86K - $6.5K
|
23.6K
$858K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
174+ 0.75% |
$5.86K - $6.5K
|
23.4K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
168+ 2.35% |
$5.66K - $6.27K
|
7.33K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$3.37K - $3.74K
|
100
$3.64K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
85New |
$2.86K - $3.17K
|
85
$3.09K
|