Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q4 2022. 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 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
66.6KNew |
$4.45M - $5.16M
|
66.6K
$6.32M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.8K+ 17.17% |
$2.46M - $2.85M
|
251K
$23.8M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.7K+ 33.61% |
$2.12M - $2.45M
|
126K
$11.9M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.8KNew |
$1.92M - $2.23M
|
28.8K
$2.73M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.2K+ 24.94% |
$1.88M - $2.18M
|
141K
$13.4M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 85.51% |
$1.28M - $1.48M
|
41.6K
$3.94M
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
15.6K+ 12.46% |
$1.04M - $1.21M
|
141K
$13.3M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$842K - $976K
|
12.6K
$1.19M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11KNew |
$733K - $850K
|
11K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 57.12% |
$702K - $814K
|
28.9K
$2.74M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.94K+ 1.98% |
$530K - $615K
|
409K
$38.8M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.79K+ 1.65% |
$454K - $526K
|
417K
$39.6M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.45K+ 10.39% |
$431K - $499K
|
68.5K
$6.49M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.04KNew |
$403K - $468K
|
6.04K
$573K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.95K+ 34.58% |
$397K - $461K
|
23.2K
$2.2M
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
5.2K+ 50.45% |
$347K - $403K
|
15.5K
$1.47M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.95KNew |
$264K - $306K
|
3.95K
$375K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.47KNew |
$232K - $269K
|
3.47K
$329K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.94K+ 6.88% |
$130K - $150K
|
30.2K
$2.86M
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.75K+ 10.42% |
$117K - $135K
|
18.5K
$1.76M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 35.05% |
$109K - $126K
|
6.28K
$595K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1KNew |
$66.8K - $77.5K
|
1K
$94.8K
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
888+ 7.41% |
$59.3K - $68.8K
|
12.9K
$1.22M
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
870New |
$58.1K - $67.4K
|
870
$82.5K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
774New |
$51.7K - $59.9K
|
774
$73.4K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
722+ 2.34% |
$48.2K - $55.9K
|
31.6K
$3M
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
428+ 20.73% |
$28.6K - $33.1K
|
2.49K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
423+ 3.57% |
$28.3K - $32.8K
|
12.3K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
361+ 5.64% |
$24.1K - $28K
|
6.77K
$642K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
325+ 1.52% |
$21.7K - $25.2K
|
21.8K
$2.06M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
273New |
$18.2K - $21.1K
|
273
$25.9K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
240+ 1.53% |
$16K - $18.6K
|
16K
$1.51M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
166New |
$11.1K - $12.9K
|
166
$15.7K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
155New |
$10.4K - $12K
|
155
$14.7K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70+ 1.72% |
$4.68K - $5.42K
|
4.14K
$393K
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
10+ 0.28% |
$668 - $775
|
3.62K
$344K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.2% |
$668 - $775
|
5.02K
$476K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.78% |
$334 - $387
|
647
$61.4K
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-44- 0.23% |
$2.94K - $3.41K
|
18.9K
$1.8M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-124- 2.16% |
$8.28K - $9.6K
|
5.63K
$534K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-263- 5.13% |
$17.6K - $20.4K
|
4.86K
$461K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-656- 27.63% |
$43.8K - $50.8K
|
1.72K
$163K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-692- 10.46% |
$46.2K - $53.6K
|
5.92K
$562K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-723- 4.33% |
$48.3K - $56K
|
16K
$1.52M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.12K- 3.69% |
$74.5K - $86.4K
|
29.1K
$2.76M
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 7.16% |
$89.6K - $104K
|
17.4K
$1.65M
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.42K- 16.42% |
$95.1K - $110K
|
7.25K
$687K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.74K- 45.15% |
$183K - $213K
|
3.33K
$316K
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-3.25K- 2.53% |
$217K - $252K
|
125K
$11.9M
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.38K- 31.4% |
$225K - $261K
|
7.37K
$699K
|