Purchases and Sales Made in Q1 2023 in Ishares Inc Msci Eurozone ETF (EZU)
This table provides information about the institutional ownership of Ishares Inc Msci Eurozone ETF (EZU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI EUROZONE ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
4.09K+ 7.89% |
$164K - $185K
|
55.9K
$2.8M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.06KNew |
$162K - $184K
|
4.06K
$203K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3K+ 25.0% |
$120K - $136K
|
15K
$750K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.85K+ 28.19% |
$114K - $129K
|
13K
$649K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.59K+ 1.28% |
$104K - $117K
|
206K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 148.88% |
$96.1K - $109K
|
4.02K
$201K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
2.25KNew |
$89.8K - $102K
|
2.25K
$112K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 22.9% |
$84.6K - $95.7K
|
11.3K
$568K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.06K+ 302.49% |
$82.5K - $93.4K
|
2.75K
$137K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.74KNew |
$69.8K - $78.9K
|
1.74K
$87.3K
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.73K+ 3.65% |
$69K - $78.1K
|
48.9K
$2.45M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.61K+ 67.89% |
$64.5K - $73K
|
3.99K
$200K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.54K+ 4.11% |
$61.4K - $69.5K
|
38.9K
$1.94M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.37K+ 40.52% |
$54.8K - $62K
|
4.75K
$238K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.36KNew |
$54.5K - $61.6K
|
1.36K
$68.1K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 16.09% |
$53.9K - $61K
|
9.72K
$486K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.2K+ 15.38% |
$48K - $54.3K
|
9K
$450K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 2.77% |
$46K - $52K
|
42.6K
$2.13M
|
|
Apr 25, 2023
Q1 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
1.13KNew |
$45.1K - $51K
|
1.13K
$56.3K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.09KNew |
$43.7K - $49.4K
|
1.09K
$54.6K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.07K+ 0.44% |
$42.7K - $48.2K
|
241K
$12.1M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
906+ 0.57% |
$36.2K - $41K
|
159K
$7.93M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
888New |
$35.5K - $40.2K
|
888
$44.4K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
772+ 0.46% |
$30.9K - $34.9K
|
169K
$8.46M
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
747+ 6.31% |
$29.9K - $33.8K
|
12.6K
$630K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
704+ 5.92% |
$28.2K - $31.9K
|
12.6K
$630K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
535+ 1.25% |
$21.4K - $24.2K
|
43.2K
$2.16M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
505+ 0.43% |
$20.2K - $22.9K
|
118K
$5.89M
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
500+ 1.68% |
$20K - $22.6K
|
30.2K
$1.51M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
495New |
$19.8K - $22.4K
|
495
$24.8K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
392New |
$15.7K - $17.7K
|
392
$19.6K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
365+ 1.01% |
$14.6K - $16.5K
|
36.6K
$1.83M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
349New |
$14K - $15.8K
|
349
$17.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
296New |
$11.8K - $13.4K
|
296
$14.8K
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
281+ 0.5% |
$11.2K - $12.7K
|
56.4K
$2.82M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
252New |
$10.1K - $11.4K
|
252
$12.6K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
228New |
$9.12K - $10.3K
|
228
$11.4K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
180+ 1.5% |
$7.2K - $8.15K
|
12.2K
$609K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
149New |
$5.96K - $6.74K
|
149
$7.45K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
143+ 49.31% |
$5.72K - $6.47K
|
433
$21.7K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
143+ 14.3% |
$5.72K - $6.47K
|
1.14K
$57.2K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
134+ 17.45% |
$5.36K - $6.06K
|
902
$45.1K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
132+ 3.56% |
$5.28K - $5.97K
|
3.84K
$192K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
102New |
$4.08K - $4.62K
|
102
$5.1K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
97+ 23.43% |
$3.88K - $4.39K
|
511
$25.6K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
88+ 463.16% |
$3.52K - $3.98K
|
107
$5.35K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
72+ 53.33% |
$2.88K - $3.26K
|
207
$10.4K
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
42+ 0.05% |
$1.68K - $1.9K
|
76.7K
$3.83M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 1.01% |
$720 - $815
|
1.8K
$90K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3- -0.0% |
$120 - $136
|
110K
$5.48M
|