Purchases and Sales Made in Q1 2023 in Ishares Msci Europe Financials (EUFN)
This table provides information about the institutional ownership of Ishares Msci Europe Financials (EUFN) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI EUROPE FINANCIALS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.65KNew |
$28.7K - $33.3K
|
1.65K
$38.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.56KNew |
$27.1K - $31.5K
|
1.56K
$36.6K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.55K+ 1.23% |
$26.9K - $31.3K
|
127K
$2.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28KNew |
$22.2K - $25.8K
|
1.28K
$29.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 4.17% |
$19K - $22.2K
|
27.4K
$641K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.07KNew |
$18.5K - $21.5K
|
1.07K
$25K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
967New |
$16.8K - $19.5K
|
967
$22.7K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
698+ 6.59% |
$12.1K - $14.1K
|
11.3K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
698+ 6.59% |
$12.1K - $14.1K
|
11.3K
$265K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
652New |
$11.3K - $13.2K
|
652
$15.3K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
611New |
$10.6K - $12.3K
|
611
$14.3K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
509+ 106.93% |
$8.85K - $10.3K
|
985
$23.1K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
428+ 21.4% |
$7.44K - $8.65K
|
2.43K
$56.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
347New |
$6.03K - $7.01K
|
347
$8.13K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
310New |
$5.39K - $6.27K
|
310
$7.26K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
293+ 3.77% |
$5.09K - $5.92K
|
8.06K
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.48K - $4.04K
|
200
$4.69K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
160+ 0.27% |
$2.78K - $3.23K
|
60K
$1.41M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
105+ 172.13% |
$1.82K - $2.12K
|
166
$3.89K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80New |
$1.39K - $1.62K
|
80
$1.87K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71New |
$1.23K - $1.43K
|
71
$1.66K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
16+ 8.21% |
$278 - $323
|
211
$4.94K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14New |
$243 - $283
|
14
$328
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.26% |
$17.4 - $20.2
|
382
$8.95K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-16- 12.4% |
$278 - $323
|
113
$2.65K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 64.0% |
$1.67K - $1.94K
|
54
$1.27K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.49% |
$2.03K - $2.36K
|
23.8K
$558K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-136- 41.85% |
$2.36K - $2.75K
|
189
$4.43K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-247- 5.55% |
$4.29K - $4.99K
|
4.2K
$98.4K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-252- 1.32% |
$4.38K - $5.09K
|
18.8K
$440K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-344- 2.2% |
$5.98K - $6.95K
|
15.3K
$359K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-369- 29.93% |
$6.41K - $7.46K
|
864
$20.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-371- 8.48% |
$6.45K - $7.5K
|
4.01K
$93.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-371- 8.96% |
$6.45K - $7.5K
|
3.77K
$88.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-891- 99.78% |
$15.5K - $18K
|
2
$46.9
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 25.98% |
$18.6K - $21.6K
|
3.05K
$71.5K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.43K- 35.3% |
$24.9K - $28.9K
|
2.62K
$61.5K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.05K- 3.61% |
$35.6K - $41.4K
|
54.6K
$1.28M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.41K- 23.91% |
$42K - $48.8K
|
7.68K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.89K- 69.0% |
$50.3K - $58.5K
|
1.3K
$30.5K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.89K- 69.0% |
$50.3K - $58.5K
|
1.3K
$30.5K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5K- 20.83% |
$86.9K - $101K
|
19K
$445K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-5.8K- 13.24% |
$101K - $117K
|
38K
$890K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.22K- 2.65% |
$108K - $126K
|
228K
$5.35M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.6K- 33.79% |
$184K - $214K
|
20.8K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 75.33% |
$213K - $247K
|
4.01K
$93.9K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.4K- 12.53% |
$407K - $474K
|
164K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-45.1K- 51.31% |
$784K - $911K
|
42.8K
$1M
|