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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57New |
$1.72K - $1.91K
|
57
$1.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 4.2% |
$1.21K - $1.34K
|
992
$34K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
39+ 0.08% |
$1.18K - $1.31K
|
48K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 54.1% |
$997 - $1.11K
|
94
$3.22K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29New |
$876 - $972
|
29
$994
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28New |
$846 - $939
|
28
$960
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28+ 0.3% |
$846 - $939
|
9.22K
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10New |
$302 - $335
|
10
$343
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.62% |
$181 - $201
|
977
$33.5K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1- 0.01% |
$30.2 - $33.5
|
9.92K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 2.44% |
$423 - $469
|
559
$19.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-44- 5.68% |
$1.33K - $1.47K
|
730
$25K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-44- 0.47% |
$1.33K - $1.47K
|
9.35K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-50- 0.35% |
$1.51K - $1.68K
|
14.2K
$486K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-72- 0.79% |
$2.18K - $2.41K
|
9.05K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-128- 17.8% |
$3.87K - $4.29K
|
591
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-132- 0.83% |
$3.99K - $4.42K
|
15.7K
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 27.24% |
$4.14K - $4.59K
|
366
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-138- 0.14% |
$4.17K - $4.63K
|
100K
$3.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-141- 2.14% |
$4.26K - $4.73K
|
6.46K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-157- 0.96% |
$4.74K - $5.26K
|
16.2K
$554K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-271- 0.37% |
$8.19K - $9.08K
|
73.9K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-282- 3.57% |
$8.52K - $9.45K
|
7.63K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-316- 35.55% |
$9.55K - $10.6K
|
573
$19.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-342- 4.9% |
$10.3K - $11.5K
|
6.64K
$228K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-366- 7.25% |
$11.1K - $12.3K
|
4.68K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-371- 6.22% |
$11.2K - $12.4K
|
5.59K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-393- 0.59% |
$11.9K - $13.2K
|
66.4K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-407- 0.41% |
$12.3K - $13.6K
|
98.8K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-462- 4.84% |
$14K - $15.5K
|
9.09K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-464- 21.86% |
$14K - $15.6K
|
1.66K
$56.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-500- 71.23% |
$15.1K - $16.8K
|
202
$6.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-501- 12.79% |
$15.1K - $16.8K
|
3.42K
$117K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-566- 6.44% |
$17.1K - $19K
|
8.22K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-622- 2.7% |
$18.8K - $20.8K
|
22.4K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-740- 3.7% |
$22.4K - $24.8K
|
19.3K
$661K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-823- 5.45% |
$24.9K - $27.6K
|
14.3K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-850- 6.35% |
$25.7K - $28.5K
|
12.5K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-900- 88.85% |
$27.2K - $30.2K
|
113
$3.87K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-912- 3.25% |
$27.6K - $30.6K
|
27.2K
$931K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 76.28% |
$30.2K - $33.5K
|
311
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.03K- 1.38% |
$31K - $34.4K
|
73.4K
$2.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.35K- 4.87% |
$40.7K - $45.1K
|
26.3K
$902K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.36K- 8.36% |
$41K - $45.5K
|
14.9K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.39K- 94.8% |
$41.8K - $46.4K
|
76
$2.61K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.41K- 4.83% |
$42.5K - $47.2K
|
27.7K
$951K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2K- 18.21% |
$60.3K - $66.9K
|
8.97K
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.07K- 12.47% |
$62.4K - $69.2K
|
14.5K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.38K- 2.42% |
$72K - $79.9K
|
95.9K
$3.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.64K- 8.05% |
$79.8K - $88.6K
|
30.2K
$1.04M
|