Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA EQUAL WEIGHTE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
241K+ 191.35% |
$17.3M - $19.5M
|
367K
$34.8M
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
38.2K+ 27.2% |
$2.74M - $3.1M
|
179K
$17M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
28.2K+ 1640.34% |
$2.02M - $2.28M
|
29.9K
$2.84M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 282.02% |
$1.76M - $1.99M
|
33.2K
$3.15M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.7K+ 16.78% |
$1.7M - $1.92M
|
165K
$15.7M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.7K+ 346.24% |
$1.56M - $1.76M
|
28K
$2.66M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8KNew |
$1.14M - $1.28M
|
15.8K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$994K - $1.12M
|
13.8K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7K+ 47.56% |
$987K - $1.11M
|
42.6K
$4.04M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.59K+ 3.81% |
$688K - $777K
|
261K
$24.7M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.57K+ 79.14% |
$687K - $775K
|
21.7K
$2.05M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.66K+ 34.95% |
$550K - $621K
|
29.6K
$2.81M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.78K+ 1788.92% |
$487K - $549K
|
7.16K
$679K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.52K+ 165.63% |
$396K - $448K
|
8.86K
$840K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.8K+ 18.17% |
$344K - $389K
|
31.2K
$2.96M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.23KNew |
$303K - $342K
|
4.23K
$401K
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
3.42K+ 2.74% |
$246K - $277K
|
128K
$12.2M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.95KNew |
$212K - $239K
|
2.95K
$280K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.48K+ 8.22% |
$178K - $201K
|
32.7K
$3.1M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.27K+ 37.65% |
$163K - $184K
|
8.31K
$788K
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.85K+ 25.48% |
$133K - $150K
|
9.1K
$863K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
905+ 5.67% |
$65K - $73.3K
|
16.9K
$1.6M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
867+ 4.68% |
$62.2K - $70.3K
|
19.4K
$1.84M
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
796+ 4.57% |
$57.1K - $64.5K
|
18.2K
$1.73M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
500+ 50.0% |
$35.9K - $40.5K
|
1.5K
$142K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$28.7K - $32.4K
|
400
$37.9K
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
303+ 1.39% |
$21.8K - $24.6K
|
22.1K
$2.09M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
261+ 5.37% |
$18.7K - $21.2K
|
5.12K
$486K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
83New |
$5.96K - $6.73K
|
83
$7.87K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83New |
$5.96K - $6.73K
|
83
$7.87K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75New |
$5.38K - $6.08K
|
75
$7.11K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20+ 0.07% |
$1.44K - $1.62K
|
29.1K
$2.76M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.2% |
$718 - $810
|
5.03K
$477K
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
10+ 0.28% |
$718 - $810
|
3.63K
$345K
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.02% |
$215 - $243
|
18.9K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14- 1.81% |
$1.01K - $1.13K
|
760
$72.1K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20- 0.58% |
$1.44K - $1.62K
|
3.45K
$327K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63- 1.06% |
$4.52K - $5.11K
|
5.86K
$556K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-204- 3.02% |
$14.6K - $16.5K
|
6.56K
$622K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-302- 7.3% |
$21.7K - $24.5K
|
3.84K
$364K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-628- 11.16% |
$45.1K - $50.9K
|
5K
$474K
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-781- 1.17% |
$56.1K - $63.3K
|
65.8K
$6.24M
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 0.81% |
$79.8K - $90.1K
|
135K
$12.8M
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 30.33% |
$88.4K - $99.8K
|
2.83K
$268K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.3K- 1.91% |
$93.6K - $106K
|
67.1K
$6.37M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 6.49% |
$108K - $122K
|
21.7K
$2.05M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.79K- 6.21% |
$128K - $145K
|
27K
$2.56M
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.81K- 1.36% |
$130K - $147K
|
132K
$12.5M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.36K- 31.99% |
$169K - $191K
|
5.02K
$476K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3.27K- 10.35% |
$235K - $265K
|
28.3K
$2.69M
|