Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150KNew |
$14.2M - $15.3M
|
150K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.7K+ 8.76% |
$2.71M - $2.93M
|
356K
$35.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.96K+ 70.12% |
$943K - $1.02M
|
24.2K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.18KNew |
$869K - $938K
|
9.18K
$912K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
5.67KNew |
$537K - $580K
|
5.67K
$563K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.22K+ 1.63% |
$494K - $533K
|
325K
$32.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.66KNew |
$252K - $272K
|
2.66K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.6KNew |
$246K - $266K
|
2.6K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.12KNew |
$201K - $217K
|
2.12K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 6.67% |
$128K - $138K
|
21.7K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
719+ 8.19% |
$68.1K - $73.4K
|
9.5K
$943K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
716+ 2753.85% |
$67.8K - $73.1K
|
742
$73.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
125New |
$11.8K - $12.8K
|
125
$12.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 113.04% |
$2.46K - $2.66K
|
49
$4.87K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
26+ 0.39% |
$2.46K - $2.66K
|
6.72K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.02% |
$284 - $306
|
18.8K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$189 - $204
|
3.22K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-35- 0.71% |
$3.31K - $3.57K
|
4.9K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-251- 1.69% |
$23.8K - $25.6K
|
14.6K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.87K- 5.06% |
$177K - $191K
|
35.1K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-4.11K- 5.08% |
$389K - $420K
|
76.9K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-7.03K- 3.33% |
$665K - $718K
|
204K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-13.5K- 10.22% |
$1.28M - $1.38M
|
119K
$11.8M
|