Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
488New |
$44.6K - $48.9K
|
488
$46.8K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
475New |
$43.4K - $47.6K
|
475
$45.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
371+ 6.54% |
$33.9K - $37.1K
|
6.05K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
231New |
$21.1K - $23.1K
|
231
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
150+ 4.28% |
$13.7K - $15K
|
3.66K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
131+ 1.48% |
$12K - $13.1K
|
8.99K
$863K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
77+ 1.54% |
$7.04K - $7.71K
|
5.08K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
58New |
$5.3K - $5.81K
|
58
$5.57K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
52+ 0.42% |
$4.76K - $5.21K
|
12.5K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42+ 0.91% |
$3.84K - $4.2K
|
4.64K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
22+ 0.33% |
$2.01K - $2.2K
|
6.74K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16New |
$1.46K - $1.6K
|
16
$1.54K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
12+ 66.67% |
$1.1K - $1.2K
|
30
$2.88K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8New |
$732 - $801
|
8
$768
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$640 - $701
|
10.7K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.26% |
$549 - $601
|
2.29K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$91.5 - $100
|
4.83K
$464K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 5.6% |
$640 - $701
|
118
$11.3K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8- 0.04% |
$732 - $801
|
18.8K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-58- 1.18% |
$5.3K - $5.81K
|
4.84K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-180- 6.85% |
$16.5K - $18K
|
2.45K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-237- 49.89% |
$21.7K - $23.7K
|
238
$22.8K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-256- 3.14% |
$23.4K - $25.6K
|
7.9K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$27.4K - $30K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-310- 8.87% |
$28.3K - $31K
|
3.18K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-338- 2.4% |
$30.9K - $33.8K
|
13.8K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-361- 22.8% |
$33K - $36.1K
|
1.22K
$117K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-495- 58.58% |
$45.3K - $49.6K
|
350
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-508- 14.71% |
$46.5K - $50.9K
|
2.95K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-542- 73.05% |
$49.6K - $54.3K
|
200
$19.2K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-580- 22.48% |
$53K - $58.1K
|
2K
$192K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-600- 9.68% |
$54.9K - $60.1K
|
5.6K
$537K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-939- 7.87% |
$85.9K - $94K
|
11K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.2K- 8.62% |
$110K - $121K
|
12.8K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.63K- 10.82% |
$149K - $163K
|
13.4K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 13.63% |
$181K - $199K
|
12.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.28K- 2.96% |
$209K - $228K
|
74.8K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.06K- 8.6% |
$280K - $306K
|
32.5K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.59K- 16.97% |
$602K - $659K
|
32.2K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.71K- 12.26% |
$613K - $671K
|
48K
$4.61M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.22K- 2.22% |
$660K - $723K
|
317K
$30.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-7.86K- 93.97% |
$719K - $787K
|
505
$48.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.42K- 15.74% |
$770K - $843K
|
45.1K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-11.9K- 5.83% |
$1.09M - $1.19M
|
192K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.9K- 3.74% |
$1.64M - $1.79M
|
460K
$44.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.9K- 58.37% |
$2.55M - $2.79M
|
19.9K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 63.66% |
$3.17M - $3.47M
|
19.8K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 15.53% |
$4.05M - $4.43M
|
241K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-74.1K- 37.89% |
$6.78M - $7.42M
|
121K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-99.5K- 86.48% |
$9.1M - $9.96M
|
15.6K
$1.49M
|