Purchases and Sales Made in Q4 2023 in Ishares Tr Europe ETF (IEV)
This table provides information about the institutional ownership of Ishares Tr Europe ETF (IEV) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR EUROPE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 12.16% |
$45.9K - $53.5K
|
7.28K
$398K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.02K- 7.64% |
$46.4K - $54.2K
|
12.3K
$673K
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.1K- 8.26% |
$50.1K - $58.4K
|
12.2K
$667K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 15.91% |
$50.5K - $58.9K
|
5.86K
$320K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.19K- 2.52% |
$54.4K - $63.4K
|
46.1K
$2.52M
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.35K- 21.2% |
$61.4K - $71.6K
|
5.01K
$274K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.45K- 13.1% |
$65.9K - $76.8K
|
9.6K
$524K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.59K- 9.96% |
$72.5K - $84.6K
|
14.4K
$786K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.76K- 21.44% |
$80.2K - $93.6K
|
6.46K
$352K
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.88K- 14.89% |
$85.5K - $99.7K
|
10.7K
$586K
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.93K- 3.34% |
$87.8K - $102K
|
55.8K
$3.04M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 14.42% |
$90.8K - $106K
|
11.8K
$646K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.08K- 17.42% |
$94.8K - $111K
|
9.87K
$539K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.15K- 10.94% |
$98K - $114K
|
17.5K
$956K
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.36K- 19.86% |
$107K - $125K
|
9.52K
$520K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.37K- 89.28% |
$108K - $126K
|
285
$15.6K
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 3.24% |
$126K - $147K
|
82.5K
$4.51M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.79K- 26.66% |
$127K - $148K
|
7.68K
$419K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.05K- 25.62% |
$139K - $162K
|
8.86K
$483K
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.1K- 1.38% |
$141K - $165K
|
221K
$12.1M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.57K- 8.47% |
$163K - $190K
|
38.6K
$2.11M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.64K- 8.88% |
$166K - $193K
|
37.4K
$2.04M
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.65K- 10.49% |
$166K - $194K
|
31.2K
$1.7M
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.67K- 19.46% |
$258K - $301K
|
23.5K
$1.28M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.78K- 81.1% |
$309K - $360K
|
1.58K
$86.2K
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-6.83K- 38.73% |
$311K - $363K
|
10.8K
$590K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.24K- 23.06% |
$330K - $384K
|
24.2K
$1.32M
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-7.39K- 19.77% |
$337K - $393K
|
30K
$1.64M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.52K- 29.13% |
$342K - $399K
|
18.3K
$999K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.53K- 25.48% |
$343K - $400K
|
22K
$1.2M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.64K- 19.46% |
$348K - $406K
|
31.6K
$1.73M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.11K- 44.87% |
$415K - $484K
|
11.2K
$611K
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.16K- 47.95% |
$417K - $486K
|
9.94K
$543K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.59K- 12.38% |
$437K - $509K
|
67.9K
$3.71M
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 8.76% |
$576K - $672K
|
132K
$7.2M
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-14.7K- 54.27% |
$670K - $781K
|
12.4K
$677K
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15K- 77.5% |
$683K - $797K
|
4.36K
$238K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.7K- 32.84% |
$759K - $886K
|
34.1K
$1.86M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.3K- 61.45% |
$834K - $972K
|
11.5K
$627K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 2.98% |
$845K - $986K
|
603K
$32.9M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.7K- 44.07% |
$851K - $992K
|
23.7K
$1.29M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-18.8K- 10.28% |
$854K - $996K
|
164K
$8.93M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.8K- 11.29% |
$857K - $1M
|
148K
$8.07M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-19.4K- 17.33% |
$884K - $1.03M
|
92.6K
$5.05M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.5K- 33.05% |
$888K - $1.04M
|
39.5K
$2.16M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-25.5K- 52.21% |
$1.16M - $1.35M
|
23.3K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.8K- 19.07% |
$1.18M - $1.37M
|
110K
$5.98M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.7K- 9.34% |
$1.26M - $1.47M
|
269K
$14.7M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.6K- 2.45% |
$1.89M - $2.21M
|
1.66M
$90.4M
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-48.9K- 75.3% |
$2.22M - $2.59M
|
16K
$875K
|