Purchases and Sales Made in Q1 2023 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHS MSCI UTD KINGDOM ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.78K+ 9.69% |
$206K - $224K
|
76.8K
$2.63M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67KNew |
$203K - $221K
|
6.67K
$229K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.62KNew |
$201K - $219K
|
6.62K
$227K
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.6K+ 27.27% |
$201K - $218K
|
30.8K
$1.06M
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
6.6K+ 27.27% |
$201K - $218K
|
30.8K
$1.06M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.57K+ 1.84% |
$169K - $184K
|
308K
$10.6M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.66K+ 5.64% |
$142K - $154K
|
87.3K
$2.99M
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
4.42KNew |
$135K - $146K
|
4.42K
$152K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$120K - $131K
|
3.96K
$136K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.77K+ 9.78% |
$115K - $125K
|
42.3K
$1.45M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.58K+ 44.24% |
$109K - $118K
|
11.7K
$400K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.49K+ 13940.0% |
$106K - $115K
|
3.51K
$120K
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3K+ 1.32% |
$91.3K - $99.1K
|
230K
$7.89M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 6.7% |
$83.7K - $90.9K
|
43.8K
$1.5M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.52K+ 7.19% |
$76.7K - $83.3K
|
37.6K
$1.29M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.5KNew |
$76.1K - $82.6K
|
2.5K
$85.7K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 0.79% |
$74.9K - $81.4K
|
314K
$10.8M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.76K+ 1.68% |
$53.4K - $58K
|
106K
$3.64M
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.75K+ 8.32% |
$53.2K - $57.8K
|
22.8K
$780K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.49K+ 18.14% |
$45.5K - $49.4K
|
9.73K
$334K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.16KNew |
$35.2K - $38.2K
|
1.16K
$39.7K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.16K+ 10.49% |
$35.1K - $38.2K
|
12.2K
$417K
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.15K+ 1.77% |
$34.8K - $37.8K
|
66K
$2.26M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.15K+ 48.41% |
$34.8K - $37.8K
|
3.51K
$120K
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
941+ 1.33% |
$28.6K - $31.1K
|
71.9K
$2.47M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
925+ 4.16% |
$28.1K - $30.6K
|
23.1K
$793K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
901+ 10.85% |
$27.4K - $29.8K
|
9.21K
$316K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
797+ 9.32% |
$24.3K - $26.3K
|
9.35K
$320K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
514+ 5.08% |
$15.6K - $17K
|
10.6K
$364K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
501+ 3.33% |
$15.2K - $16.6K
|
15.6K
$533K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
470+ 0.57% |
$14.3K - $15.5K
|
82.6K
$2.83M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
465+ 91.9% |
$14.1K - $15.4K
|
971
$33.3K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
292+ 4.62% |
$8.89K - $9.65K
|
6.62K
$227K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
280New |
$8.52K - $9.25K
|
280
$9.6K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
276New |
$8.4K - $9.12K
|
276
$9.46K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
267New |
$8.12K - $8.82K
|
267
$9.15K
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
254+ 0.34% |
$7.73K - $8.39K
|
75K
$2.57M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
230New |
$7K - $7.6K
|
230
$7.88K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
120+ 14.51% |
$3.65K - $3.97K
|
947
$32.5K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
114+ 8.27% |
$3.47K - $3.77K
|
1.49K
$51.1K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
94+ 0.33% |
$2.86K - $3.11K
|
28.8K
$987K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
91+ 0.37% |
$2.77K - $3.01K
|
24.9K
$855K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
39+ 0.13% |
$1.19K - $1.29K
|
29.3K
$1M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32New |
$974 - $1.06K
|
32
$1.1K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$974 - $1.06K
|
32
$1.1K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$761 - $826
|
25
$857
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 25.0% |
$639 - $694
|
105
$3.6K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 0.93% |
$426 - $463
|
1.51K
$51.8K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12New |
$365 - $397
|
12
$411
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11New |
$335 - $364
|
11
$377
|