Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.2K+ 812.74% |
$4.37M - $4.63M
|
57.5K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.6K+ 132.83% |
$1.59M - $1.68M
|
32.6K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 10.76% |
$1.04M - $1.1M
|
126K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5K+ 42.93% |
$985K - $1.04M
|
38.4K
$3.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
11.3K+ 3.84% |
$968K - $1.03M
|
307K
$30.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.9K+ 3.63% |
$933K - $988K
|
312K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$883K - $936K
|
10.4K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.86KNew |
$756K - $801K
|
8.86K
$876K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.46K+ 30.02% |
$722K - $765K
|
36.7K
$3.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.86K+ 1.51% |
$671K - $710K
|
529K
$52.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.45KNew |
$636K - $674K
|
7.45K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.72KNew |
$403K - $427K
|
4.72K
$467K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.26K+ 26.35% |
$363K - $385K
|
20.4K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.51KNew |
$299K - $317K
|
3.51K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 112.56% |
$292K - $309K
|
6.46K
$639K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.2K+ 8.27% |
$273K - $289K
|
41.9K
$4.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.08K+ 9.93% |
$263K - $278K
|
34.1K
$3.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.77K+ 24.23% |
$236K - $250K
|
14.2K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.5K+ 26.32% |
$213K - $226K
|
12K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.45KNew |
$209K - $221K
|
2.45K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.3KNew |
$197K - $208K
|
2.3K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 6.57% |
$121K - $128K
|
23K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32K+ 6.88% |
$113K - $119K
|
20.5K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.24K+ 0.95% |
$105K - $112K
|
131K
$13M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
913+ 1.36% |
$77.9K - $82.5K
|
67.9K
$6.71M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
850+ 22.49% |
$72.5K - $76.8K
|
4.63K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
639New |
$54.5K - $57.8K
|
639
$63.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
601+ 3.85% |
$51.3K - $54.3K
|
16.2K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
547+ 2.38% |
$46.7K - $49.5K
|
23.5K
$2.32M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
481+ 9.85% |
$41K - $43.5K
|
5.36K
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
367+ 3.81% |
$31.3K - $33.2K
|
10K
$990K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
228New |
$19.5K - $20.6K
|
228
$22.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
123+ 1.63% |
$10.5K - $11.1K
|
7.69K
$761K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 1.42% |
$8.53K - $9.04K
|
7.16K
$709K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
98+ 3.3% |
$8.36K - $8.86K
|
3.07K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$4.27K - $4.52K
|
50
$4.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
44+ 0.38% |
$3.75K - $3.98K
|
11.6K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
21+ 0.31% |
$1.79K - $1.9K
|
6.81K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
17+ 0.09% |
$1.45K - $1.54K
|
19.4K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.08% |
$256 - $271
|
3.72K
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$85.3 - $90.4
|
1
$98.9
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4- 0.08% |
$341 - $362
|
4.95K
$489K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-18- 0.1% |
$1.54K - $1.63K
|
18.9K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-49- 0.41% |
$4.18K - $4.43K
|
12K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73- 0.49% |
$6.23K - $6.6K
|
14.7K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-175- 5.18% |
$14.9K - $15.8K
|
3.2K
$317K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-210- 11.67% |
$17.9K - $19K
|
1.59K
$157K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-218- 2.35% |
$18.6K - $19.7K
|
9.04K
$894K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-221- 4.76% |
$18.9K - $20K
|
4.42K
$438K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-328- 1.91% |
$28K - $29.7K
|
16.8K
$1.66M
|