Purchases and Sales Made in Q4 2022 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
159New |
$4.13K - $5.07K
|
159
$5.45K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
133New |
$3.45K - $4.24K
|
133
$4.56K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$2.6K - $3.19K
|
100
$3.43K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
95+ 100.0% |
$2.47K - $3.03K
|
190
$6.51K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
89New |
$2.31K - $2.84K
|
89
$3.05K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
80+ 7.42% |
$2.08K - $2.55K
|
1.16K
$39.7K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
80+ 1.39% |
$2.08K - $2.55K
|
5.84K
$200K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
64New |
$1.66K - $2.04K
|
64
$2.19K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45+ 0.12% |
$1.17K - $1.44K
|
38.5K
$1.32M
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$753 - $925
|
29
$994
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25New |
$649 - $798
|
25
$857
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
25New |
$649 - $798
|
25
$857
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
22New |
$571 - $702
|
22
$754
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18New |
$467 - $574
|
18
$617
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18New |
$467 - $574
|
18
$617
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3+ 1.37% |
$77.9 - $95.7
|
222
$7.61K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.72% |
$26 - $31.9
|
59
$2.02K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 5.62% |
$130 - $160
|
84
$2.88K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 3.44% |
$467 - $574
|
506
$17.3K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-52- 0.06% |
$1.35K - $1.66K
|
82.1K
$2.81M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-96- 13.97% |
$2.49K - $3.06K
|
591
$20.3K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-130- 1.17% |
$3.37K - $4.15K
|
11K
$378K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-160- 1.71% |
$4.15K - $5.1K
|
9.2K
$315K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-166- 18.61% |
$4.31K - $5.3K
|
726
$24.9K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-193- 2.07% |
$5.01K - $6.16K
|
9.12K
$313K
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-260- 0.59% |
$6.75K - $8.29K
|
43.6K
$1.5M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-283- 2.72% |
$7.34K - $9.03K
|
10.1K
$347K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-291- 11.39% |
$7.55K - $9.28K
|
2.26K
$77.6K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-394- 6.51% |
$10.2K - $12.6K
|
5.66K
$194K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-451- 23.14% |
$11.7K - $14.4K
|
1.5K
$51.4K
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-543- 6.34% |
$14.1K - $17.3K
|
8.03K
$275K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-624- 6.15% |
$16.2K - $19.9K
|
9.53K
$327K
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-700- 2.16% |
$18.2K - $22.3K
|
31.7K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-700- 0.25% |
$18.2K - $22.3K
|
280K
$9.6M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-742- 5.26% |
$19.3K - $23.7K
|
13.4K
$458K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-742- 5.26% |
$19.3K - $23.7K
|
13.4K
$458K
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-777- 6.11% |
$20.2K - $24.8K
|
11.9K
$410K
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-856- 4.69% |
$22.2K - $27.3K
|
17.4K
$597K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-863- 5.42% |
$22.4K - $27.5K
|
15.1K
$516K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-897- 6.44% |
$23.3K - $28.6K
|
13K
$447K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-982- 5.4% |
$25.5K - $31.3K
|
17.2K
$590K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.12K- 4.01% |
$29K - $35.6K
|
26.8K
$918K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.12K- 9.81% |
$29.2K - $35.9K
|
10.3K
$354K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.17K- 39.43% |
$30.3K - $37.3K
|
1.8K
$61.6K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.48K- 14.01% |
$38.3K - $47.1K
|
9.06K
$310K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-1.5K- 40.0% |
$38.9K - $47.9K
|
2.25K
$77.1K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 5.67% |
$44.1K - $54.2K
|
28.3K
$970K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.24K- 49.14% |
$58K - $71.3K
|
2.31K
$79.3K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.43K- 22.81% |
$63K - $77.5K
|
8.22K
$282K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 4.24% |
$63.9K - $78.5K
|
55.7K
$1.91M
|