Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
813K+ 13188.35% |
$70.6M - $77.8M
|
819K
$81M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.4K+ 72.76% |
$7.93M - $8.75M
|
217K
$21.5M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.4K+ 11.87% |
$2.64M - $2.91M
|
287K
$28.4M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7KNew |
$1.88M - $2.07M
|
21.7K
$2.14M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.5M - $1.66M
|
17.3K
$1.71M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.6K+ 5.0% |
$1.35M - $1.49M
|
327K
$32.4M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
14K+ 243.46% |
$1.22M - $1.34M
|
19.8K
$1.96M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.63K+ 22.97% |
$836K - $922K
|
51.5K
$5.1M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.19K+ 22.06% |
$450K - $497K
|
28.7K
$2.84M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 24.64% |
$437K - $482K
|
25.4K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.83K+ 102.37% |
$420K - $463K
|
9.55K
$945K
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.51K+ 0.85% |
$392K - $432K
|
535K
$52.9M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.89K+ 36.73% |
$338K - $373K
|
14.5K
$1.43M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.54K+ 5.22% |
$307K - $339K
|
71.4K
$7.06M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.52K+ 10.32% |
$305K - $337K
|
37.6K
$3.72M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.42K+ 16.7% |
$297K - $328K
|
23.9K
$2.37M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.27KNew |
$284K - $313K
|
3.27K
$324K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.95KNew |
$256K - $282K
|
2.95K
$292K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.27KNew |
$197K - $218K
|
2.27K
$225K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31K+ 24.36% |
$113K - $125K
|
6.67K
$660K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.09K+ 14.12% |
$94.3K - $104K
|
8.78K
$868K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
956+ 0.73% |
$83K - $91.5K
|
132K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
549+ 22.93% |
$47.7K - $52.6K
|
2.94K
$291K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
475New |
$41.3K - $45.5K
|
475
$47K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
182+ 7.43% |
$15.8K - $17.4K
|
2.63K
$260K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
162+ 0.05% |
$14.1K - $15.5K
|
357K
$35.3M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
162+ 5.28% |
$14.1K - $15.5K
|
3.23K
$320K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
131+ 57.46% |
$11.4K - $12.5K
|
359
$35.5K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23New |
$2K - $2.2K
|
23
$2.27K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$174 - $191
|
3.22K
$319K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.16% |
$695 - $766
|
4.94K
$488K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30- 0.65% |
$2.61K - $2.87K
|
4.6K
$455K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 7.21% |
$3.73K - $4.12K
|
553
$54.7K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-49- 0.26% |
$4.26K - $4.69K
|
18.8K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-117- 1.72% |
$10.2K - $11.2K
|
6.69K
$662K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-192- 0.52% |
$16.7K - $18.4K
|
36.9K
$3.65M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-255- 5.76% |
$22.1K - $24.4K
|
4.17K
$412K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-261- 4.51% |
$22.7K - $25K
|
5.53K
$547K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-318- 49.77% |
$27.6K - $30.4K
|
321
$31.8K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-370- 11.56% |
$32.1K - $35.4K
|
2.83K
$280K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-417- 2.48% |
$36.2K - $39.9K
|
16.4K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-564- 8.73% |
$49K - $54K
|
5.9K
$584K
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-604- 3.72% |
$52.5K - $57.8K
|
15.6K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-845- 0.98% |
$73.4K - $80.9K
|
85.1K
$8.42M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-904- 4.74% |
$78.5K - $86.5K
|
18.2K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-918- 8.87% |
$79.7K - $87.9K
|
9.43K
$933K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-951- 36.49% |
$82.6K - $91K
|
1.66K
$164K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.01K- 3.56% |
$87.8K - $96.8K
|
27.4K
$2.71M
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.14K- 1.39% |
$99K - $109K
|
81K
$8.01M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 11.02% |
$115K - $127K
|
10.7K
$1.06M
|