Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
415KNew |
$39.3M - $42.4M
|
415K
$40.8M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
157KNew |
$14.8M - $16M
|
157K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150KNew |
$14.2M - $15.3M
|
150K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
115KNew |
$10.9M - $11.8M
|
115K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
63.9KNew |
$6.05M - $6.53M
|
63.9K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.5K+ 1776.95% |
$4.87M - $5.26M
|
54.4K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.7K+ 8.76% |
$2.71M - $2.93M
|
356K
$35M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 28.9% |
$1.95M - $2.11M
|
92.1K
$9.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.1KNew |
$1.42M - $1.54M
|
15.1K
$1.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.96K+ 70.12% |
$943K - $1.02M
|
24.2K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
9.77KNew |
$925K - $998K
|
9.77K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.18KNew |
$869K - $938K
|
9.18K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
8.71KNew |
$824K - $889K
|
8.71K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.2KNew |
$587K - $633K
|
6.2K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
5.67KNew |
$537K - $580K
|
5.67K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.22K+ 1.63% |
$494K - $533K
|
325K
$31.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.48K+ 38.96% |
$424K - $458K
|
16K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.33K+ 146.61% |
$409K - $442K
|
7.28K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.47K+ 14.51% |
$328K - $354K
|
27.4K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.19K+ 6.18% |
$302K - $326K
|
54.7K
$5.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 11.97% |
$288K - $311K
|
28.5K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.66KNew |
$252K - $272K
|
2.66K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.6KNew |
$246K - $266K
|
2.6K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.12KNew |
$201K - $217K
|
2.12K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 6.67% |
$128K - $138K
|
21.7K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 35.13% |
$107K - $116K
|
4.37K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
831+ 19.93% |
$78.7K - $84.9K
|
5K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
719+ 8.19% |
$68.1K - $73.4K
|
9.5K
$933K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
716+ 2753.85% |
$67.8K - $73.1K
|
742
$72.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
520+ 19.76% |
$49.2K - $53.1K
|
3.15K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
486+ 135.38% |
$46K - $49.6K
|
845
$83K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
125New |
$11.8K - $12.8K
|
125
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 113.04% |
$2.46K - $2.66K
|
49
$4.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
26+ 0.39% |
$2.46K - $2.66K
|
6.72K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.35% |
$757 - $817
|
2.28K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$663 - $715
|
10.7K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.02% |
$284 - $306
|
18.8K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$189 - $204
|
3.22K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-35- 0.71% |
$3.31K - $3.57K
|
4.9K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-72- 4.35% |
$6.82K - $7.35K
|
1.58K
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-251- 1.69% |
$23.8K - $25.6K
|
14.6K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.34K- 14.11% |
$127K - $137K
|
8.15K
$801K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.65K- 10.54% |
$156K - $168K
|
14K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.87K- 5.06% |
$177K - $191K
|
35.1K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.07K- 37.52% |
$196K - $212K
|
3.45K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-4.11K- 5.08% |
$389K - $420K
|
76.9K
$7.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.72K- 49.41% |
$447K - $482K
|
4.83K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-7.03K- 3.33% |
$665K - $718K
|
204K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.09K- 9.5% |
$766K - $826K
|
77K
$7.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-11.4K- 57.69% |
$1.08M - $1.17M
|
8.37K
$822K
|