Integrated Wealth Concepts LLC Ishares Msci Usa Equal Weighte Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	BUY	$68.09 - $85.56 $680 - $855	10 Added 0.31%	3,273 $231,000
Q1 2022 May 12, 2022	BUY	$78.76 - $89.74 $256,993 - $292,821	3,263 New	3,263 $277,000

Others Institutions Holding EUSA

# of Institutions

118

Shares Held

6.09M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

858K
Shares

$80.3 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

542K
Shares

$50.8 Million
0.0% of portfolio
Schroder Investment Management Group London, X0

478K
Shares

$44.8 Million
0.05% of portfolio
Strategic Financial Services, Inc, Utica, NY

415K
Shares

$38.9 Million
2.37% of portfolio
Envestnet Asset Management Inc

357K
Shares

$33.4 Million
0.01% of portfolio

About ISHARES MSCI USA EQUAL WEIGHTE

Ticker EUSA
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