Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.64K+ 1.22% |
$245K - $269K
|
386K
$21.5M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.28KNew |
$226K - $248K
|
4.28K
$239K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.24KNew |
$224K - $246K
|
4.24K
$236K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.08K+ 1.41% |
$216K - $237K
|
294K
$16.4M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.91KNew |
$207K - $227K
|
3.91K
$218K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.66KNew |
$194K - $212K
|
3.66K
$204K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.54KNew |
$187K - $205K
|
3.54K
$197K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.12K+ 2.04% |
$165K - $181K
|
156K
$8.68M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.93KNew |
$155K - $170K
|
2.93K
$163K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.86KNew |
$151K - $166K
|
2.86K
$159K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.64K+ 26.04% |
$139K - $153K
|
12.8K
$711K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 2.7% |
$137K - $151K
|
98.8K
$5.5M
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.58K+ 24.67% |
$136K - $150K
|
13K
$726K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.57K+ 23.85% |
$136K - $149K
|
13.3K
$743K
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
2.48K+ 2.71% |
$131K - $144K
|
94K
$5.23M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.47K+ 34.24% |
$131K - $143K
|
9.68K
$539K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.75K+ 34.25% |
$92.6K - $102K
|
6.86K
$382K
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.65K+ 21.16% |
$87.1K - $95.6K
|
9.44K
$526K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 8.38% |
$84.6K - $92.8K
|
20.7K
$1.15M
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.51K+ 1.44% |
$79.7K - $87.5K
|
107K
$5.94M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.49K+ 14.6% |
$78.5K - $86.2K
|
11.7K
$650K
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.26K+ 75.18% |
$66.4K - $72.9K
|
2.93K
$163K
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.25K+ 17.96% |
$66.2K - $72.7K
|
8.23K
$458K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.15K+ 19.09% |
$60.9K - $66.8K
|
7.19K
$400K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01KNew |
$53.6K - $58.8K
|
1.01K
$56.5K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
990+ 6.14% |
$52.3K - $57.4K
|
17.1K
$954K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
941+ 4.81% |
$49.7K - $54.6K
|
20.5K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
904+ 6.37% |
$47.8K - $52.4K
|
15.1K
$841K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
846+ 4.1% |
$44.7K - $49.1K
|
21.5K
$1.2M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
830New |
$43.9K - $48.1K
|
830
$46.2K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
710New |
$37.5K - $41.2K
|
710
$39.5K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
679+ 10.93% |
$35.9K - $39.4K
|
6.89K
$384K
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
585+ 2.05% |
$30.9K - $33.9K
|
29.1K
$1.62M
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
483+ 2.08% |
$25.5K - $28K
|
23.7K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
436New |
$23K - $25.3K
|
436
$24.3K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
367+ 1.09% |
$19.4K - $21.3K
|
34.1K
$1.9M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
354+ 4.92% |
$18.7K - $20.5K
|
7.55K
$420K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
342New |
$18.1K - $19.8K
|
342
$19K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
310+ 7.87% |
$16.4K - $18K
|
4.25K
$237K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
273+ 3.31% |
$14.4K - $15.8K
|
8.52K
$474K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
265+ 0.08% |
$14K - $15.4K
|
351K
$19.6M
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
249New |
$13.2K - $14.4K
|
249
$13.9K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
239+ 6.06% |
$12.6K - $13.9K
|
4.18K
$233K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
209+ 3.05% |
$11K - $12.1K
|
7.05K
$393K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
207+ 5.27% |
$10.9K - $12K
|
4.14K
$230K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
204+ 2.89% |
$10.8K - $11.8K
|
7.27K
$405K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200New |
$10.6K - $11.6K
|
200
$11.1K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
188+ 0.19% |
$9.94K - $10.9K
|
98.2K
$5.47M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
155New |
$8.19K - $8.99K
|
155
$8.63K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
135+ 3.01% |
$7.14K - $7.83K
|
4.62K
$257K
|