Latest Institutional Transactions on Ishares Inc Msci Switzerlnd (EWL)
This table provides information on the latest institutional transactions involving Ishares Inc Msci Switzerlnd (EWL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 21.43% |
$25.9K - $28.7K
|
2.2K
$123K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$43.1 - $47.8
|
1
$56.1
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-106KClosed |
$4.55M - $5.05M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-33.3K- 65.05% |
$1.44M - $1.59M
|
17.9K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
100New |
$4.31K - $4.78K
|
100
$5.61K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25New |
$1.08K - $1.2K
|
25
$1.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24- 0.16% |
$1.03K - $1.15K
|
14.7K
$822K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.34KNew |
$230K - $255K
|
5.34K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
357New |
$15.4K - $17.1K
|
357
$20K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
735New |
$31.7K - $35.1K
|
735
$41.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
454New |
$19.6K - $21.7K
|
454
$25.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
114KNew |
$4.91M - $5.45M
|
114K
$6.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
163KNew |
$7.04M - $7.81M
|
163K
$9.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
106New |
$4.57K - $5.07K
|
106
$5.95K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
195New |
$8.4K - $9.32K
|
195
$10.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
166New |
$7.15K - $7.94K
|
166
$9.31K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 28.43% |
$1.25K - $1.39K
|
73
$4.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-228- 12.3% |
$9.83K - $10.9K
|
1.63K
$91.1K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.63K- 46.71% |
$73.9K - $79.4K
|
1.86K
$104K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
27.4K+ 249.26% |
$1.24M - $1.34M
|
38.4K
$2.15M
|
|
|
Aug 16, 2023
Q2 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
65.9KNew |
$3M - $3.22M
|
65.9K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
435New |
$19.8K - $21.2K
|
435
$24.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16New |
$728 - $781
|
16
$897
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
68New |
$3.09K - $3.32K
|
68
$3.81K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-179- 61.94% |
$8.14K - $8.74K
|
110
$6.17K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
72.2KNew |
$3.28M - $3.53M
|
72.2K
$4.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
863New |
$39.2K - $42.1K
|
863
$48.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36New |
$1.64K - $1.76K
|
36
$2.02K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.88K+ 54.98% |
$267K - $287K
|
16.6K
$930K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$6.82K - $7.32K
|
150
$8.41K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 2.2% |
$409 - $439
|
418
$23.4K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
109+ 2180.0% |
$4.61K - $4.96K
|
114
$6.39K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.77KClosed |
$244K - $262K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
395+ 224.43% |
$16.7K - $18K
|
571
$32K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 1.49% |
$3.26K - $3.5K
|
5.09K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24+ 30.77% |
$1.02K - $1.09K
|
102
$5.72K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17- 14.53% |
$719 - $773
|
100
$5.61K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$212 - $227
|
5
$280
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
163New |
$6.89K - $7.41K
|
163
$9.14K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.66K+ 107.07% |
$282K - $303K
|
12.9K
$722K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-590- 42.02% |
$25K - $26.8K
|
814
$45.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.27KNew |
$223K - $240K
|
5.27K
$296K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$635 - $682
|
15
$841
|
|
| Q4 2022 | |||||||
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-282Closed |
$10.4K - $12.3K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
300New |
$11.1K - $13.1K
|
300
$16.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
36.2K+ 491.32% |
$1.34M - $1.58M
|
43.6K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
10.6KNew |
$391K - $461K
|
10.6K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45KNew |
$1.66M - $1.96M
|
45K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84.9KNew |
$3.13M - $3.69M
|
84.9K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.4KClosed |
$347K - $409K
|
0
$0
|
|