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 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
165New |
$12K - $13K
|
165
$16.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.53KNew |
$403K - $435K
|
5.53K
$553K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-61- 1.68% |
$4.45K - $4.81K
|
3.57K
$357K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83New |
$5.96K - $6.73K
|
83
$8.3K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75New |
$5.38K - $6.08K
|
75
$7.5K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.23KNew |
$303K - $342K
|
4.23K
$423K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$28.7K - $32.4K
|
400
$40K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
500+ 50.0% |
$35.9K - $40.5K
|
1.5K
$150K
|
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-6.9K- 44.48% |
$495K - $559K
|
8.61K
$861K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.85K+ 25.48% |
$133K - $150K
|
9.1K
$910K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.77KClosed |
$252K - $292K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
870New |
$58.1K - $67.4K
|
870
$87K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
166New |
$11.1K - $12.9K
|
166
$16.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11KNew |
$733K - $850K
|
11K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$842K - $976K
|
12.6K
$1.26M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.61K- 38.98% |
$107K - $130K
|
2.51K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-896- 16.74% |
$59.8K - $72.7K
|
4.46K
$446K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$1.2K - $1.46K
|
18
$1.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 8.14% |
$70.3K - $85.4K
|
14K
$1.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.82K- 59.5% |
$322K - $391K
|
3.28K
$328K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.57KClosed |
$175K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-318Closed |
$21.7K - $27.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-131Closed |
$8.92K - $11.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.31% |
$681 - $856
|
3.27K
$327K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.79KClosed |
$394K - $495K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
28New |
$1.91K - $2.4K
|
28
$2.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.09% |
$68.1 - $85.6
|
1.12K
$112K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.46KNew |
$235K - $296K
|
3.46K
$346K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
225New |
$15.3K - $19.3K
|
225
$22.5K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.36KClosed |
$265K - $302K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-54.4K- 31.92% |
$4.28M - $4.88M
|
116K
$11.6M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-4.41KClosed |
$347K - $396K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50Closed |
$3.96K - $4.23K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.84KNew |
$145K - $155K
|
1.84K
$184K
|
|
|
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
$61.5K
|
|
|
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
$2.53M
|
|
|
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.7KNew |
$438K - $495K
|
7.7K
$770K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-295Closed |
$16.8K - $19K
|
0
$0
|
|
|
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
|
|