Purchases and Sales Made in Q3 2023 in Ishares Inc Msci Switzerlnd (EWL)
This table provides information about the institutional ownership of Ishares Inc Msci Switzerlnd (EWL) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI SWITZERLND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
487+ 1.42% |
$21K - $23.3K
|
34.9K
$1.66M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
467+ 111.72% |
$20.1K - $22.3K
|
885
$42.1K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
454New |
$19.6K - $21.7K
|
454
$21.6K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
373+ 6.16% |
$16.1K - $17.8K
|
6.43K
$306K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
367New |
$15.8K - $17.5K
|
367
$17.5K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
357New |
$15.4K - $17.1K
|
357
$17K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
343+ 1.62% |
$14.8K - $16.4K
|
21.5K
$1.02M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
195New |
$8.4K - $9.32K
|
195
$9.28K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
188+ 163.48% |
$8.1K - $8.99K
|
303
$14.4K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
175+ 2.62% |
$7.54K - $8.37K
|
6.86K
$327K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
166New |
$7.15K - $7.94K
|
166
$7.9K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
155+ 2.37% |
$6.68K - $7.41K
|
6.69K
$319K
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
134+ 1.87% |
$5.78K - $6.41K
|
7.31K
$348K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
116+ 2.27% |
$5K - $5.55K
|
5.23K
$249K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
106New |
$4.57K - $5.07K
|
106
$5.05K
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
100New |
$4.31K - $4.78K
|
100
$4.76K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
62+ 0.37% |
$2.67K - $2.96K
|
16.7K
$796K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.16% |
$2.28K - $2.53K
|
4.63K
$220K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
30New |
$1.29K - $1.43K
|
30
$1.43K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25New |
$1.08K - $1.2K
|
25
$1.19K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
20New |
$862 - $956
|
20
$952
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
16New |
$690 - $765
|
16
$762
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 185.71% |
$560 - $622
|
20
$952
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
11+ 0.21% |
$474 - $526
|
5.23K
$249K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 1.99% |
$431 - $478
|
513
$24.4K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 100.0% |
$43.1 - $47.8
|
2
$95.2
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$43.1 - $47.8
|
1
$47.6
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4- 36.36% |
$172 - $191
|
7
$333
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 3.06% |
$647 - $717
|
475
$22.6K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24- 0.16% |
$1.03K - $1.15K
|
14.7K
$698K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 28.43% |
$1.25K - $1.39K
|
73
$3.47K
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-39- 0.24% |
$1.68K - $1.86K
|
16K
$762K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43- 0.54% |
$1.85K - $2.06K
|
7.89K
$376K
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-65- 0.11% |
$2.8K - $3.11K
|
61.1K
$2.91M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-87- 10.25% |
$3.75K - $4.16K
|
762
$36.3K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-108- 0.9% |
$4.65K - $5.16K
|
11.9K
$567K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-117- 2.19% |
$5.04K - $5.59K
|
5.21K
$248K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-130- 4.62% |
$5.6K - $6.22K
|
2.68K
$128K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-153- 0.28% |
$6.59K - $7.32K
|
55.3K
$2.63M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-166- 11.07% |
$7.15K - $7.94K
|
1.33K
$63.5K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-228- 12.3% |
$9.83K - $10.9K
|
1.63K
$77.4K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-230- 1.21% |
$9.91K - $11K
|
18.7K
$891K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-255- 88.54% |
$11K - $12.2K
|
33
$1.57K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-456- 7.61% |
$19.7K - $21.8K
|
5.53K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-463- 1.51% |
$20K - $22.1K
|
30.3K
$1.44M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 21.43% |
$25.9K - $28.7K
|
2.2K
$105K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-610Closed |
$26.3K - $29.2K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-737- 27.52% |
$31.8K - $35.2K
|
1.94K
$92.4K
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-846- 6.37% |
$36.5K - $40.5K
|
12.4K
$592K
|