Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
112K+ 3890.54% |
$9.19M - $10.2M
|
115K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
110KNew |
$9.04M - $10M
|
110K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
69.2K+ 295.31% |
$5.68M - $6.29M
|
92.6K
$8.9M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
51K+ 10.27% |
$4.19M - $4.64M
|
548K
$52.6M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
25.8K+ 9.56% |
$2.12M - $2.34M
|
295K
$28.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.2K+ 9.84% |
$2.07M - $2.29M
|
281K
$27M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.8K+ 25.19% |
$1.87M - $2.08M
|
113K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 6.14% |
$1.81M - $2M
|
380K
$36.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.6K+ 6.11% |
$1.69M - $1.87M
|
357K
$34.3M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15.6K+ 264.61% |
$1.28M - $1.42M
|
21.5K
$2.07M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 647.08% |
$1.22M - $1.35M
|
17.1K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14KNew |
$1.15M - $1.28M
|
14K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 28.52% |
$913K - $1.01M
|
50.1K
$4.81M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7.95K+ 6.98% |
$653K - $723K
|
122K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
7.43KNew |
$610K - $676K
|
7.43K
$714K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.31K+ 170.84% |
$601K - $665K
|
11.6K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.68K+ 2.27% |
$549K - $608K
|
301K
$28.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.54K+ 94.04% |
$455K - $504K
|
11.4K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.44K+ 129.42% |
$447K - $495K
|
9.64K
$926K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.42KNew |
$445K - $493K
|
5.42K
$521K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.88KNew |
$401K - $444K
|
4.88K
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
4.74KNew |
$389K - $431K
|
4.74K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.87K+ 266.44% |
$318K - $352K
|
5.32K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.78KNew |
$310K - $344K
|
3.78K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.61KNew |
$297K - $329K
|
3.61K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.89KNew |
$237K - $263K
|
2.89K
$277K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.8K+ 3.43% |
$230K - $255K
|
84.4K
$8.11M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 19.82% |
$220K - $243K
|
16.2K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.41KNew |
$198K - $219K
|
2.41K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.32K+ 96.67% |
$191K - $211K
|
4.72K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.27K+ 9.2% |
$186K - $206K
|
26.9K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.26KNew |
$186K - $206K
|
2.26K
$217K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.18K+ 11.4% |
$179K - $198K
|
21.3K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.7K+ 34.32% |
$140K - $155K
|
6.65K
$639K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.33K+ 45.37% |
$109K - $121K
|
4.25K
$408K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
892+ 14.8% |
$73.3K - $81.2K
|
6.92K
$665K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
824+ 2.24% |
$67.7K - $75K
|
37.6K
$3.61M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
772+ 4.14% |
$63.4K - $70.2K
|
19.4K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
767+ 5.48% |
$63K - $69.8K
|
14.8K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
626+ 74.44% |
$51.4K - $57K
|
1.47K
$141K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 42.25% |
$49.3K - $54.6K
|
2.02K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
553+ 1.07% |
$45.4K - $50.3K
|
52.4K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
519+ 8.97% |
$42.6K - $47.2K
|
6.3K
$605K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
385+ 14.89% |
$31.6K - $35K
|
2.97K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
259+ 8.31% |
$21.3K - $23.6K
|
3.38K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
250New |
$20.5K - $22.7K
|
250
$24K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
230+ 1.04% |
$18.9K - $20.9K
|
22.3K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
203New |
$16.7K - $18.5K
|
203
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
153New |
$12.6K - $13.9K
|
153
$14.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
115New |
$9.45K - $10.5K
|
115
$11K
|