Purchases and Sales Made in Q1 2023 in Ishares Tr Ishares Core Msci E (IEUR)
This table provides information about the institutional ownership of Ishares Tr Ishares Core Msci E (IEUR) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES CORE MSCI E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 12.3% |
$53.6K - $58.8K
|
7.96K
$440K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.21K- 17.33% |
$58.2K - $63.8K
|
5.78K
$319K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.26K- 14.64% |
$60.3K - $66.1K
|
7.32K
$404K
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.39K- 18.57% |
$66.9K - $73.4K
|
6.11K
$338K
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.48K- 0.53% |
$70.9K - $77.8K
|
277K
$15.3M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.61K- 9.71% |
$77.5K - $84.9K
|
15K
$829K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.7K- 4.03% |
$81.6K - $89.5K
|
40.5K
$2.24M
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.7K- 1.5% |
$81.6K - $89.5K
|
112K
$6.19M
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.72K- 2.66% |
$82.8K - $90.8K
|
63.1K
$3.49M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.96K- 5.87% |
$93.9K - $103K
|
31.3K
$1.73M
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-2.27K- 5.95% |
$109K - $119K
|
35.9K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.34K- 1.23% |
$113K - $123K
|
188K
$10.4M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.36K- 10.99% |
$113K - $124K
|
19.1K
$1.05M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 15.11% |
$135K - $148K
|
15.7K
$870K
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.82K- 7.68% |
$135K - $148K
|
33.9K
$1.87M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.06K- 37.16% |
$147K - $161K
|
5.18K
$286K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.17K- 7.4% |
$152K - $167K
|
39.7K
$2.19M
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-3.58K- 1.13% |
$172K - $188K
|
312K
$17.2M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-3.63K- 1.53% |
$174K - $191K
|
234K
$12.9M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.81K- 16.28% |
$183K - $200K
|
19.6K
$1.08M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.98K- 39.01% |
$191K - $210K
|
6.22K
$344K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.61K- 17.45% |
$221K - $243K
|
21.8K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.94K- 2.59% |
$237K - $260K
|
186K
$10.3M
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.3K- 4.29% |
$254K - $279K
|
118K
$6.53M
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-5.35K- 6.58% |
$257K - $282K
|
76K
$4.2M
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5.38K- 3.15% |
$258K - $283K
|
165K
$9.14M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.75K- 0.43% |
$276K - $303K
|
1.32M
$72.9M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.86K- 30.79% |
$282K - $309K
|
13.2K
$728K
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.15K- 10.3% |
$295K - $324K
|
53.6K
$2.96M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.53K- 13.91% |
$313K - $344K
|
40.4K
$2.23M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.09K- 11.92% |
$341K - $374K
|
52.4K
$2.9M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.95K- 19.44% |
$382K - $418K
|
32.9K
$1.82M
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.3K- 7.64% |
$399K - $437K
|
100K
$5.55M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.32K- 2.27% |
$399K - $438K
|
358K
$19.8M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.08K- 29.14% |
$436K - $478K
|
22.1K
$1.22M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.96K- 99.26% |
$478K - $524K
|
74
$4.09K
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-10.6K- 18.35% |
$508K - $557K
|
47.1K
$2.6M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 46.63% |
$640K - $701K
|
15.2K
$843K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13.4K- 25.5% |
$645K - $708K
|
39.3K
$2.17M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-14.6K- 18.05% |
$702K - $770K
|
66.3K
$3.67M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.8K- 5.58% |
$901K - $988K
|
318K
$17.6M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-19.9K- 65.13% |
$957K - $1.05M
|
10.7K
$590K
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-20.6K- 78.58% |
$989K - $1.08M
|
5.61K
$310K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22.4K- 4.92% |
$1.07M - $1.18M
|
433K
$23.9M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-27.1K- 10.0% |
$1.3M - $1.43M
|
244K
$13.5M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.6K- 3.37% |
$1.32M - $1.45M
|
791K
$43.7M
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-29.4K- 2.76% |
$1.41M - $1.55M
|
1.04M
$57.3M
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-29.6K- 18.92% |
$1.42M - $1.56M
|
127K
$7.01M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-31.9K- 8.06% |
$1.53M - $1.68M
|
364K
$20.1M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-32.2K- 8.88% |
$1.55M - $1.7M
|
331K
$18.3M
|