Purchases and Sales Made in Q1 2023 in Ishares Inc Msci Switzerlnd (EWL)
This table provides information about the institutional ownership of Ishares Inc Msci Switzerlnd (EWL) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI SWITZERLND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
95New |
$4.02K - $4.32K
|
95
$4.45K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
87+ 12.89% |
$3.68K - $3.96K
|
762
$35.7K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
59+ 0.5% |
$2.5K - $2.68K
|
11.9K
$560K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
58+ 12.78% |
$2.45K - $2.64K
|
512
$24K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48+ 0.58% |
$2.03K - $2.18K
|
8.35K
$391K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
46+ 14.98% |
$1.95K - $2.09K
|
353
$16.5K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.9K - $2.05K
|
45
$2.11K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41+ 0.44% |
$1.73K - $1.86K
|
9.38K
$440K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 7.42% |
$1.23K - $1.32K
|
420
$19.7K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24+ 30.77% |
$1.02K - $1.09K
|
102
$4.78K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$635 - $682
|
15
$703
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.09% |
$423 - $455
|
11.6K
$545K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$212 - $227
|
5
$234
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$212 - $227
|
5
$234
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5New |
$212 - $227
|
5
$234
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$42.3 - $45.5
|
1
$46.9
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17- 14.53% |
$719 - $773
|
100
$4.69K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37- 4.77% |
$1.57K - $1.68K
|
739
$34.6K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 1.49% |
$3.26K - $3.5K
|
5.09K
$238K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106- 1.67% |
$4.48K - $4.82K
|
6.24K
$292K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-109- 95.61% |
$4.61K - $4.96K
|
5
$234
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-131- 0.46% |
$5.54K - $5.96K
|
28.7K
$1.34M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-142- 2.62% |
$6.01K - $6.46K
|
5.29K
$248K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 20.98% |
$6.35K - $6.82K
|
565
$26.5K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-212- 2.86% |
$8.97K - $9.64K
|
7.21K
$338K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-284- 13.38% |
$12K - $12.9K
|
1.84K
$86.2K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-355Closed |
$15K - $16.1K
|
0
$0
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-370- 2.3% |
$15.7K - $16.8K
|
15.7K
$736K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-370- 2.3% |
$15.7K - $16.8K
|
15.7K
$736K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-496- 74.7% |
$21K - $22.6K
|
168
$7.87K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-525- 32.57% |
$22.2K - $23.9K
|
1.09K
$50.9K
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-590- 42.02% |
$25K - $26.8K
|
814
$38.2K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-611- 3.52% |
$25.8K - $27.8K
|
16.7K
$784K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-858- 3.84% |
$36.3K - $39K
|
21.5K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-942- 16.04% |
$39.8K - $42.8K
|
4.93K
$231K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-996- 7.53% |
$42.1K - $45.3K
|
12.2K
$573K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 0.72% |
$45.4K - $48.8K
|
149K
$6.97M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.11K- 0.85% |
$47K - $50.5K
|
130K
$6.08M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.61K- 84.77% |
$68K - $73.1K
|
289
$13.5K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.62K- 3.73% |
$68.3K - $73.4K
|
41.7K
$1.96M
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.73K- 20.77% |
$73K - $78.4K
|
6.58K
$308K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.04K- 4.54% |
$86.1K - $92.5K
|
42.8K
$2.01M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.67K- 32.87% |
$113K - $121K
|
5.44K
$255K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.78K- 4.76% |
$118K - $127K
|
55.6K
$2.61M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.29K- 8.56% |
$139K - $150K
|
35.1K
$1.65M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.87K- 1.02% |
$164K - $176K
|
374K
$17.5M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.77KClosed |
$244K - $262K
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.87K- 1.92% |
$248K - $267K
|
300K
$14M
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.89K- 53.25% |
$249K - $268K
|
5.17K
$242K
|