Purchases and Sales Made in Q4 2023 in Ishs Msci Utd Kingdom ETF (EWU)
This table provides information about the institutional ownership of Ishs Msci Utd Kingdom ETF (EWU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.36K+ 60.75% |
$192K - $213K
|
16.8K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 1.54% |
$143K - $159K
|
312K
$10.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.59K+ 42.32% |
$139K - $154K
|
15.4K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3.5KNew |
$106K - $117K
|
3.5K
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3.18K+ 130.81% |
$96.2K - $107K
|
5.62K
$194K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.07K+ 138.1% |
$92.7K - $103K
|
5.29K
$183K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.4KNew |
$72.5K - $80.5K
|
2.4K
$83.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.25K+ 1442.31% |
$68K - $75.4K
|
2.41K
$83.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.86K+ 0.84% |
$56.1K - $62.3K
|
224K
$7.74M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.53K+ 16.1% |
$46.2K - $51.3K
|
11K
$382K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.41K+ 14.69% |
$42.7K - $47.4K
|
11K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 4.42% |
$42.1K - $46.7K
|
32.9K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.34KNew |
$40.4K - $44.8K
|
1.34K
$46.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 14.24% |
$40.2K - $44.6K
|
10.7K
$369K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.3K+ 6.08% |
$39.3K - $43.6K
|
22.7K
$785K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.3K+ 6.15% |
$39.3K - $43.6K
|
22.4K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.2K+ 7.17% |
$36.3K - $40.2K
|
17.9K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
1K+ 3.55% |
$30.2K - $33.5K
|
29.2K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1K+ 131.93% |
$30.2K - $33.5K
|
1.76K
$60.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
835+ 0.21% |
$25.2K - $28K
|
390K
$13.5M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
835+ 0.21% |
$25.2K - $28K
|
390K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
815+ 1.19% |
$24.6K - $27.3K
|
69.3K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
797New |
$24.1K - $26.7K
|
797
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
772+ 0.47% |
$23.3K - $25.9K
|
165K
$5.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
722+ 10.0% |
$21.8K - $24.2K
|
7.94K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
672New |
$20.3K - $22.5K
|
672
$23.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
670New |
$20.2K - $22.5K
|
670
$23.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
670New |
$20.2K - $22.5K
|
670
$23.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
667+ 5.23% |
$20.2K - $22.4K
|
13.4K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
566+ 0.62% |
$17.1K - $19K
|
91.9K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
533+ 4845.45% |
$16.1K - $17.9K
|
544
$18.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
465+ 59.85% |
$14K - $15.6K
|
1.24K
$43K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
450New |
$13.6K - $15.1K
|
450
$15.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
390+ 0.44% |
$11.8K - $13.1K
|
89.1K
$3.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
348+ 1.8% |
$10.5K - $11.7K
|
19.6K
$680K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
331+ 19.4% |
$10K - $11.1K
|
2.04K
$70.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
300+ 0.98% |
$9.06K - $10.1K
|
30.9K
$1.07M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
286+ 117.7% |
$8.64K - $9.59K
|
529
$18.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
232+ 1.8% |
$7.01K - $7.78K
|
13.2K
$455K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
228+ 15.31% |
$6.89K - $7.64K
|
1.72K
$59.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
220New |
$6.65K - $7.37K
|
220
$7.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
201+ 0.01% |
$6.07K - $6.74K
|
1.92M
$66.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$6.04K - $6.7K
|
200
$6.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
177+ 0.58% |
$5.35K - $5.93K
|
31K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
161+ 0.64% |
$4.86K - $5.4K
|
25.4K
$879K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
130New |
$3.93K - $4.36K
|
130
$4.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
127New |
$3.84K - $4.26K
|
127
$4.4K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
105New |
$3.17K - $3.52K
|
105
$3.63K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
94New |
$2.84K - $3.15K
|
94
$3.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65New |
$1.96K - $2.18K
|
65
$2.25K
|