Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-356- 41.88% |
$16.8K - $19.7K
|
494
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-360- 2.68% |
$17K - $19.9K
|
13.1K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-386- 4.76% |
$18.2K - $21.4K
|
7.72K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-394- 0.56% |
$18.6K - $21.8K
|
70.4K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-422- 8.04% |
$19.9K - $23.3K
|
4.83K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-454- 10.34% |
$21.4K - $25.1K
|
3.94K
$218K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-542- 51.82% |
$25.6K - $30K
|
504
$27.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-550- 5.13% |
$26K - $30.4K
|
10.2K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-554- 12.38% |
$26.2K - $30.6K
|
3.92K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-656- 4.12% |
$31K - $36.3K
|
15.2K
$843K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-700- 4.95% |
$33.1K - $38.7K
|
13.4K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-720- 0.87% |
$34K - $39.8K
|
81.7K
$4.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-782- 6.71% |
$36.9K - $43.3K
|
10.9K
$600K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-868- 1.14% |
$41K - $48K
|
75.1K
$4.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-998- 10.81% |
$47.1K - $55.2K
|
8.24K
$455K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 96.93% |
$49.3K - $57.7K
|
33
$1.82K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.09K- 19.63% |
$51.7K - $60.5K
|
4.48K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 60.6% |
$57.8K - $67.7K
|
795
$43.9K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.26K- 42.92% |
$59.4K - $69.5K
|
1.67K
$92.4K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.34K- 0.17% |
$63.4K - $74.2K
|
769K
$42.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.45K- 6.88% |
$68.3K - $80K
|
19.6K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 32.22% |
$72.7K - $85.1K
|
3.24K
$179K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57K- 28.59% |
$74.3K - $87K
|
3.93K
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 21.99% |
$81.1K - $95K
|
6.09K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.77K- 3.19% |
$83.7K - $98.1K
|
53.9K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.04K- 5.42% |
$96.5K - $113K
|
35.7K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.11K- 1.89% |
$99.6K - $117K
|
109K
$6.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.18K- 12.49% |
$103K - $120K
|
15.2K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.34K- 18.79% |
$111K - $130K
|
10.1K
$559K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.58K- 34.12% |
$122K - $142K
|
4.97K
$275K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.74K- 2.77% |
$129K - $152K
|
96.3K
$5.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.99K- 88.08% |
$141K - $166K
|
405
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.03K- 94.78% |
$143K - $168K
|
167
$9.23K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-3.24K- 1.04% |
$153K - $179K
|
308K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.27K- 6.49% |
$154K - $181K
|
47.1K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.34K- 16.85% |
$158K - $185K
|
16.5K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.46K- 17.44% |
$163K - $191K
|
16.4K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.47K- 7.25% |
$164K - $192K
|
44.4K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.72K- 7.12% |
$176K - $206K
|
48.5K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-4.43K- 4.95% |
$209K - $245K
|
84.9K
$4.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4.7K- 14.49% |
$222K - $260K
|
27.7K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.47K- 5.38% |
$258K - $303K
|
96.2K
$5.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.75K- 19.04% |
$272K - $318K
|
24.5K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.49K- 0.97% |
$306K - $359K
|
666K
$36.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-6.64K- 8.3% |
$314K - $368K
|
73.4K
$4.06M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-8.34KClosed |
$394K - $461K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-8.47K- 0.64% |
$400K - $468K
|
1.31M
$72.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-8.51K- 5.02% |
$402K - $471K
|
161K
$8.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.52K- 56.88% |
$402K - $471K
|
6.46K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.64K- 23.39% |
$408K - $478K
|
28.3K
$1.56M
|