Purchases and Sales Made in Q2 2023 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
37New |
$1.18K - $1.26K
|
37
$1.27K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 11.23% |
$989 - $1.05K
|
307
$10.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.02% |
$479 - $509
|
1.48K
$50.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$255 - $271
|
8
$274
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.7% |
$223 - $238
|
1K
$34.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 4.76% |
$160 - $170
|
110
$3.77K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$95.7 - $102
|
10.8K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.55% |
$128 - $136
|
722
$24.8K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8- 0.08% |
$255 - $271
|
10.5K
$360K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 0.74% |
$351 - $373
|
1.48K
$50.8K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-12Closed |
$383 - $407
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-17- 0.13% |
$542 - $577
|
13.1K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-66- 0.71% |
$2.11K - $2.24K
|
9.29K
$318K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-80- 0.31% |
$2.55K - $2.71K
|
26.1K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-94- 0.33% |
$3K - $3.19K
|
28.7K
$984K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-117- 43.82% |
$3.73K - $3.97K
|
150
$5.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-123- 92.48% |
$3.92K - $4.17K
|
10
$343
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-125- 1.74% |
$3.99K - $4.24K
|
7.05K
$242K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-145- 0.5% |
$4.63K - $4.92K
|
29.1K
$999K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-155- 0.14% |
$4.94K - $5.26K
|
109K
$3.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-231- 16.74% |
$7.37K - $7.84K
|
1.15K
$39.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-283- 5.34% |
$9.03K - $9.6K
|
5.01K
$172K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-321- 50.0% |
$10.2K - $10.9K
|
321
$11K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-388- 3.79% |
$12.4K - $13.2K
|
9.85K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-411- 1.81% |
$13.1K - $13.9K
|
22.4K
$766K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-463- 0.2% |
$14.8K - $15.7K
|
230K
$7.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-489- 5.31% |
$15.6K - $16.6K
|
8.72K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-510- 6.94% |
$16.3K - $17.3K
|
6.83K
$234K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-536- 12.13% |
$17.1K - $18.2K
|
3.88K
$133K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-560- 37.04% |
$17.9K - $19K
|
952
$32.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-561- 6.13% |
$17.9K - $19K
|
8.59K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-651- 39.12% |
$20.8K - $22.1K
|
1.01K
$34.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-904- 7.64% |
$28.8K - $30.7K
|
10.9K
$374K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.04K- 3.49% |
$33.2K - $35.4K
|
28.8K
$987K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.19K- 7.12% |
$37.9K - $40.3K
|
15.5K
$531K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.3K- 10.41% |
$41.6K - $44.2K
|
11.2K
$384K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.3K- 10.41% |
$41.6K - $44.2K
|
11.2K
$384K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.39K- 1.31% |
$44.4K - $47.2K
|
105K
$3.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.6K- 14.5% |
$51K - $54.3K
|
9.44K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 15.84% |
$59K - $62.7K
|
9.82K
$337K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.92K- 54.0% |
$61.2K - $65.1K
|
1.63K
$56K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.97K- 5.2% |
$62.8K - $66.8K
|
35.9K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.97K- 5.2% |
$62.8K - $66.8K
|
35.9K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.99K- 24.34% |
$63.4K - $67.5K
|
6.18K
$212K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.15K- 6.29% |
$68.6K - $72.9K
|
32K
$1.1M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.61K- 1.56% |
$83.4K - $88.7K
|
165K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.94K- 0.96% |
$93.8K - $99.8K
|
305K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.14K- 3.07% |
$100K - $107K
|
99.2K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3.27K- 4.36% |
$104K - $111K
|
71.7K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.55K- 89.68% |
$113K - $120K
|
408
$14K
|