Purchases and Sales Made in Q2 2024 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.15KNew |
$204K - $226K
|
6.15K
$212K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.76KNew |
$191K - $212K
|
5.76K
$199K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.5KNew |
$183K - $202K
|
5.5K
$190K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.36K+ 39.14% |
$178K - $197K
|
19.1K
$658K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.57K+ 46.86% |
$119K - $131K
|
11.2K
$386K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3K+ 75000.0% |
$99.6K - $110K
|
3K
$104K
|
|
Aug 06, 2024
Q2 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
2.98K+ 1.39% |
$99K - $110K
|
217K
$7.48M
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.82K+ 1.27% |
$93.6K - $104K
|
225K
$7.76M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.78K+ 2.66% |
$92.4K - $102K
|
107K
$3.7M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 2.66% |
$83.1K - $92K
|
96.5K
$3.33M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 15.62% |
$75.5K - $83.5K
|
16.8K
$581K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 1.28% |
$69K - $76.4K
|
164K
$5.66M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.8K+ 25.63% |
$59.8K - $66.2K
|
8.83K
$305K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.49KNew |
$49.6K - $54.9K
|
1.49K
$51.5K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.44K+ 1.88% |
$47.8K - $52.9K
|
78.1K
$2.69M
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.2K+ 6.69% |
$39.9K - $44.1K
|
19.1K
$660K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
986+ 4.54% |
$32.7K - $36.2K
|
22.7K
$783K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
986+ 4.49% |
$32.7K - $36.2K
|
22.9K
$791K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
863New |
$28.7K - $31.7K
|
863
$29.8K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
786+ 3.72% |
$26.1K - $28.9K
|
21.9K
$757K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
597+ 10.59% |
$19.8K - $21.9K
|
6.23K
$215K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
556+ 3.99% |
$18.5K - $20.4K
|
14.5K
$500K
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
509+ 36.99% |
$16.9K - $18.7K
|
1.89K
$65K
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
450+ 5.84% |
$14.9K - $16.5K
|
8.15K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
435+ 4.58% |
$14.4K - $16K
|
9.94K
$343K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
339+ 7.18% |
$11.3K - $12.5K
|
5.06K
$175K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
226New |
$7.51K - $8.31K
|
226
$7.8K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
216+ 12.11% |
$7.17K - $7.94K
|
2K
$69K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
208+ 1.58% |
$6.91K - $7.64K
|
13.4K
$461K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
204+ 26.56% |
$6.77K - $7.5K
|
972
$33.5K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
125New |
$4.15K - $4.59K
|
125
$4.31K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
122+ 1.13% |
$4.05K - $4.48K
|
10.9K
$375K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
118New |
$3.92K - $4.34K
|
118
$4.07K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
106New |
$3.52K - $3.9K
|
106
$3.66K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78New |
$2.59K - $2.87K
|
78
$2.69K
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
56+ 0.84% |
$1.86K - $2.06K
|
6.7K
$231K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
48New |
$1.59K - $1.76K
|
48
$1.66K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 50.0% |
$1.56K - $1.73K
|
141
$4.86K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 1.18% |
$1.49K - $1.65K
|
3.87K
$134K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36+ 64.29% |
$1.2K - $1.32K
|
92
$3.17K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
34New |
$1.13K - $1.25K
|
34
$1.17K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25New |
$830 - $919
|
25
$863
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 3.23% |
$66.4 - $73.5
|
64
$2.21K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 35.71% |
$664 - $735
|
36
$1.24K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-33- 1.43% |
$1.1K - $1.21K
|
2.28K
$78.5K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-48- 4.02% |
$1.59K - $1.76K
|
1.15K
$39.5K
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-71- 0.53% |
$2.36K - $2.61K
|
13.3K
$460K
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-73- 0.22% |
$2.42K - $2.68K
|
32.6K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-77- 8.62% |
$2.56K - $2.83K
|
816
$28.2K
|