Purchases and Sales Made in Q3 2023 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-243- 93.1% |
$7.61K - $8.16K
|
18
$621
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-290- 71.08% |
$9.08K - $9.74K
|
118
$4.07K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-320- 2.42% |
$10K - $10.7K
|
12.9K
$446K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-442- 38.64% |
$13.8K - $14.8K
|
702
$24.2K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-455- 6.66% |
$14.2K - $15.3K
|
6.38K
$220K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-591- 5.62% |
$18.5K - $19.8K
|
9.92K
$342K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-745- 45.59% |
$23.3K - $25K
|
889
$30.7K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-792- 5.58% |
$24.8K - $26.6K
|
13.4K
$462K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-848- 14.53% |
$26.6K - $28.5K
|
4.99K
$172K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-877- 0.88% |
$27.5K - $29.4K
|
98.3K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-881- 0.53% |
$27.6K - $29.6K
|
165K
$5.68M
|
|
Nov 14, 2023
Q3 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-900- 0.33% |
$28.2K - $30.2K
|
275K
$9.49M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.07K- 1.19% |
$33.3K - $35.8K
|
88.5K
$3.05M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.09K- 15.4% |
$34K - $36.5K
|
5.97K
$206K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-1.12K- 13.8% |
$35K - $37.5K
|
6.98K
$241K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 3.95% |
$35.6K - $38.2K
|
27.7K
$954K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.15K- 32.62% |
$35.8K - $38.4K
|
2.37K
$81.6K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.15K- 32.62% |
$35.8K - $38.4K
|
2.37K
$81.6K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.26K- 13.77% |
$39.5K - $42.4K
|
7.91K
$273K
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.38K- 0.94% |
$43.1K - $46.2K
|
144K
$4.98M
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.49K- 1.82% |
$46.7K - $50K
|
80.2K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.5K- 6.97% |
$47K - $50.4K
|
20K
$691K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.66K- 9.13% |
$52.1K - $55.8K
|
16.6K
$571K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.67K- 14.88% |
$52.3K - $56K
|
9.55K
$329K
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.81K- 16.52% |
$56.5K - $60.6K
|
9.12K
$315K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.01K- 7.41% |
$62.8K - $67.4K
|
25.1K
$865K
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-2.19K- 11.53% |
$68.4K - $73.4K
|
16.8K
$579K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.31K- 5.22% |
$72.2K - $77.4K
|
41.9K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.34K- 68.76% |
$73.2K - $78.5K
|
1.06K
$36.6K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.61K- 26.52% |
$81.6K - $87.5K
|
7.22K
$249K
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.84K- 3.95% |
$88.8K - $95.2K
|
68.9K
$2.38M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.11K- 1.31% |
$97.2K - $104K
|
234K
$8.06M
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-3.37K- 18.22% |
$105K - $113K
|
15.1K
$521K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.42K- 7.2% |
$107K - $115K
|
44.1K
$1.52M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.76K- 18.72% |
$118K - $126K
|
16.3K
$563K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 37.7% |
$128K - $137K
|
6.74K
$232K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.57K- 5.37% |
$143K - $153K
|
80.4K
$2.77M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.18K- 37.17% |
$225K - $241K
|
12.1K
$419K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.3K- 6.85% |
$229K - $245K
|
99.2K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-8.18K- 4.53% |
$256K - $275K
|
172K
$5.95M
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8.5K- 38.9% |
$266K - $285K
|
13.4K
$461K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.5K- 21.74% |
$266K - $285K
|
30.6K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.53K- 49.42% |
$299K - $320K
|
9.76K
$337K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.1K- 31.61% |
$317K - $340K
|
21.9K
$756K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11.1K- 3.85% |
$348K - $373K
|
277K
$9.57M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12K- 8.4% |
$376K - $403K
|
131K
$4.51M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.5K- 15.67% |
$422K - $453K
|
72.6K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.2K- 2.08% |
$443K - $476K
|
667K
$23M
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 23.52% |
$492K - $527K
|
51.1K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-17K- 12.14% |
$532K - $571K
|
123K
$4.24M
|