Latest Institutional Transactions on Ishares Msci Usa Equal Weighte (EUSA)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Equal Weighte (EUSA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.84KNew |
$145K - $155K
|
1.84K
$181K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.31KClosed |
$104K - $111K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
155+ 33.7% |
$11K - $12.3K
|
615
$60.6K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-843Closed |
$59.9K - $66.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66Closed |
$4.69K - $5.23K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12.1KClosed |
$736K - $876K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.84KClosed |
$111K - $133K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.86KClosed |
$356K - $423K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.81K- 13.08% |
$217K - $245K
|
25.3K
$2.49M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-295Closed |
$16.8K - $19K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.7KNew |
$438K - $495K
|
7.7K
$759K
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-148Closed |
$8.42K - $9.51K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.27KClosed |
$277K - $388K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.97KClosed |
$175K - $246K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.35KClosed |
$192K - $270K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-43.7KClosed |
$1.93M - $2.71M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-3.25KClosed |
$143K - $201K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-13.9KClosed |
$614K - $862K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17- 20.48% |
$686 - $1.13K
|
66
$6.5K
|
|
May 15, 2020
Q1 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.43KClosed |
$340K - $559K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-300KClosed |
$12.1M - $19.9M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.8KClosed |
$437K - $718K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-300KClosed |
$12.1M - $19.9M
|
0
$0
|
|
Q3 2019 | |||||||
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 85.19% |
$13.6K - $14K
|
40
$3.94K
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.4KClosed |
$2.69M - $2.76M
|
0
$0
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-3.09KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.48KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.15KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.89KClosed |
N/A
|
0
$0
|
|
Jul 25, 2018
Q2 2018
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$1.91M
|
|
Q1 2018 | |||||||
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$189K
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.52KClosed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$98.6
|