Purchases and Sales Made in Q4 2021 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
189KNew |
$15.8M - $17.2M
|
189K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 102.26% |
$8.78M - $9.52M
|
207K
$19.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
20.4K+ 31.71% |
$1.71M - $1.85M
|
84.8K
$8.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 92.39% |
$1.3M - $1.41M
|
32.3K
$3.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10.8KNew |
$904K - $980K
|
10.8K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10K+ 28.91% |
$839K - $910K
|
44.7K
$4.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.71KNew |
$813K - $882K
|
9.71K
$921K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
9.62K+ 77.26% |
$806K - $874K
|
22.1K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.91K+ 4.67% |
$495K - $537K
|
133K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.09K+ 18.21% |
$426K - $462K
|
33K
$3.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.98K+ 6.62% |
$417K - $452K
|
80.1K
$7.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
4.41KNew |
$369K - $401K
|
4.41K
$418K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.27KNew |
$358K - $388K
|
4.27K
$405K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.1KNew |
$343K - $372K
|
4.1K
$388K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.49KNew |
$292K - $317K
|
3.49K
$331K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.36KNew |
$282K - $306K
|
3.36K
$319K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.7K+ 26.1% |
$226K - $245K
|
13K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.69K+ 100.0% |
$225K - $244K
|
5.38K
$510K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.43K+ 7.8% |
$203K - $220K
|
33.5K
$3.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
2.33KNew |
$195K - $212K
|
2.33K
$221K
|
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
BUY
|
- |
1.75K+ 1.15% |
$146K - $159K
|
154K
$14.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 18.36% |
$133K - $145K
|
10.3K
$973K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.43KNew |
$120K - $130K
|
1.43K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 45.8% |
$91.8K - $99.6K
|
3.49K
$331K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1KNew |
$83.8K - $90.8K
|
1K
$94.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
992+ 11.42% |
$83.1K - $90.1K
|
9.68K
$918K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
896+ 18.07% |
$75K - $81.4K
|
5.85K
$555K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
615New |
$51.5K - $55.9K
|
615
$58.3K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
511+ 10.29% |
$42.8K - $46.4K
|
5.48K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
228+ 0.7% |
$19.1K - $20.7K
|
32.6K
$3.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
171+ 1.57% |
$14.3K - $15.5K
|
11.1K
$1.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
34+ 0.45% |
$2.85K - $3.09K
|
7.58K
$719K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 0.3% |
$1.59K - $1.73K
|
6.4K
$607K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13+ 0.07% |
$1.09K - $1.18K
|
19.3K
$1.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
12+ 0.27% |
$1.01K - $1.09K
|
4.4K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-7- 0.22% |
$586 - $636
|
3.24K
$307K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.26% |
$921 - $999
|
4.17K
$395K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15- 0.27% |
$1.26K - $1.36K
|
5.44K
$516K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17- 20.48% |
$1.42K - $1.54K
|
66
$6.26K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70Closed |
$5.86K - $6.36K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-128- 0.42% |
$10.7K - $11.6K
|
30.3K
$2.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-190- 21.84% |
$15.9K - $17.3K
|
680
$64.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-495- 16.11% |
$41.5K - $45K
|
2.58K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-566- 16.13% |
$47.4K - $51.4K
|
2.94K
$279K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-598- 2.68% |
$50.1K - $54.3K
|
21.7K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-783- 6.4% |
$65.6K - $71.1K
|
11.4K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-965- 0.63% |
$80.8K - $87.7K
|
153K
$14.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 12.3% |
$158K - $172K
|
13.5K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.89K- 1.32% |
$242K - $263K
|
217K
$20.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-5.87K- 3.33% |
$492K - $533K
|
170K
$16.2M
|