Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 103.91% |
$19.3M - $21.2M
|
507K
$48.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
104K+ 61.08% |
$7.73M - $8.5M
|
273K
$25.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
93.9KNew |
$7M - $7.7M
|
93.9K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.1K+ 85.06% |
$4.11M - $4.52M
|
120K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
29.4K+ 14.11% |
$2.19M - $2.41M
|
238K
$22.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
14.3KNew |
$1.07M - $1.17M
|
14.3K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$826K - $908K
|
11.1K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$821K - $903K
|
11K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9K+ 165.08% |
$815K - $896K
|
17.5K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.14K+ 14.35% |
$532K - $585K
|
56.9K
$5.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.07KNew |
$378K - $416K
|
5.07K
$481K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.35KNew |
$325K - $357K
|
4.35K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.79KNew |
$283K - $311K
|
3.79K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.93K+ 2.77% |
$219K - $240K
|
109K
$10.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.65K+ 33.41% |
$198K - $217K
|
10.6K
$1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 78.06% |
$185K - $204K
|
5.67K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 15.01% |
$86.9K - $95.6K
|
8.93K
$847K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
841New |
$62.7K - $69K
|
841
$79.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
756+ 3.44% |
$56.4K - $62K
|
22.7K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
580+ 0.17% |
$43.3K - $47.6K
|
343K
$32.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
506+ 20.3% |
$37.7K - $41.5K
|
3K
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
500+ 13.23% |
$37.3K - $41K
|
4.28K
$406K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
453+ 2.13% |
$33.8K - $37.2K
|
21.7K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
450+ 90.0% |
$33.6K - $36.9K
|
950
$90.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
445New |
$33.2K - $36.5K
|
445
$42.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
328+ 0.09% |
$24.5K - $26.9K
|
351K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
311+ 4.69% |
$23.2K - $25.5K
|
6.95K
$659K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
261+ 0.8% |
$19.5K - $21.4K
|
33K
$3.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
175+ 1.07% |
$13.1K - $14.4K
|
16.6K
$1.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
37+ 0.03% |
$2.76K - $3.04K
|
138K
$13.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26New |
$1.94K - $2.13K
|
26
$2.47K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$1.86K - $2.05K
|
25
$2.37K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25+ 0.09% |
$1.86K - $2.05K
|
29.2K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.14% |
$746 - $820
|
7.17K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.19% |
$74.6 - $82
|
83
$7.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24- 3.16% |
$1.79K - $1.97K
|
736
$69.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 6.8% |
$3.28K - $3.61K
|
603
$57.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 0.77% |
$3.36K - $3.69K
|
5.81K
$551K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-55- 0.29% |
$4.1K - $4.51K
|
18.6K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-62- 0.52% |
$4.63K - $5.09K
|
11.9K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89- 2.24% |
$6.64K - $7.3K
|
3.89K
$368K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-106- 2.08% |
$7.91K - $8.7K
|
4.98K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-122- 1.25% |
$9.1K - $10K
|
9.63K
$913K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-123- 0.09% |
$9.18K - $10.1K
|
131K
$12.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-164- 3.85% |
$12.2K - $13.5K
|
4.1K
$389K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-462- 14.71% |
$34.5K - $37.9K
|
2.68K
$254K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-764- 6.46% |
$57K - $62.7K
|
11.1K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-764- 6.46% |
$57K - $62.7K
|
11.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-802- 22.89% |
$59.8K - $65.8K
|
2.7K
$256K
|