Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 67.63% |
$18.1M - $19.6M
|
615K
$58.4M
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
40K+ 60.8% |
$2.92M - $3.15M
|
106K
$10M
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
29.6K+ 16.57% |
$2.16M - $2.33M
|
208K
$19.8M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.6KNew |
$1.8M - $1.94M
|
24.6K
$2.33M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.1KNew |
$1.4M - $1.51M
|
19.1K
$1.81M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.53KNew |
$403K - $435K
|
5.53K
$524K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.09KNew |
$372K - $401K
|
5.09K
$483K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.53K+ 2.74% |
$330K - $357K
|
170K
$16.1M
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.78KNew |
$276K - $298K
|
3.78K
$358K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.29K+ 10.54% |
$240K - $259K
|
34.5K
$3.27M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.11K+ 4445.71% |
$227K - $245K
|
3.18K
$302K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 58.58% |
$214K - $231K
|
7.93K
$752K
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 1.92% |
$189K - $204K
|
138K
$13.1M
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.64K+ 1.15% |
$120K - $130K
|
145K
$13.8M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$36.5K - $39.4K
|
500
$47.4K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
327+ 3.93% |
$23.9K - $25.8K
|
8.64K
$820K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
165New |
$12K - $13K
|
165
$15.6K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137+ 3.57% |
$10K - $10.8K
|
3.97K
$377K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
103+ 0.32% |
$7.52K - $8.12K
|
32.8K
$3.11M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
75+ 1.14% |
$5.48K - $5.91K
|
6.64K
$629K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
57+ 0.2% |
$4.16K - $4.49K
|
29.2K
$2.77M
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.01% |
$146 - $158
|
18.9K
$1.8M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$146 - $158
|
2.95K
$280K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.2% |
$73 - $78.8
|
84
$7.97K
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-61- 1.68% |
$4.45K - $4.81K
|
3.57K
$339K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-402- 0.31% |
$29.4K - $31.7K
|
131K
$12.5M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-432- 0.86% |
$31.5K - $34K
|
49.7K
$4.72M
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-475- 2.81% |
$34.7K - $37.4K
|
16.4K
$1.56M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-476- 1.59% |
$34.8K - $37.5K
|
29.4K
$2.79M
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-548- 3.01% |
$40K - $43.2K
|
17.7K
$1.67M
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-670- 3.46% |
$48.9K - $52.8K
|
18.7K
$1.77M
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-840- 3.81% |
$61.3K - $66.2K
|
21.2K
$2.01M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-860- 16.78% |
$62.8K - $67.8K
|
4.26K
$404K
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-864- 6.71% |
$63.1K - $68.1K
|
12K
$1.14M
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.87K- 37.37% |
$137K - $148K
|
3.14K
$298K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.32K- 3.45% |
$169K - $183K
|
64.8K
$6.15M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.34K- 22.08% |
$171K - $184K
|
8.25K
$782K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.91K- 9.84% |
$213K - $229K
|
26.7K
$2.53M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.83K- 13.53% |
$280K - $302K
|
24.5K
$2.32M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.51K- 17.04% |
$329K - $355K
|
21.9K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.35K- 60.44% |
$391K - $422K
|
3.5K
$332K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.83K- 45.41% |
$718K - $775K
|
11.8K
$1.12M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.83K- 45.41% |
$718K - $775K
|
11.8K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.1K- 4.63% |
$883K - $953K
|
249K
$23.6M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.3K- 63.92% |
$1.26M - $1.36M
|
9.75K
$925K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.9K- 85.41% |
$1.75M - $1.88M
|
4.09K
$387K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 76.65% |
$1.86M - $2.01M
|
7.76K
$736K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36K- 84.48% |
$2.63M - $2.84M
|
6.62K
$628K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.7K- 9.71% |
$2.76M - $2.97M
|
351K
$33.3M
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-39.3K- 30.59% |
$2.87M - $3.1M
|
89.2K
$8.46M
|