Latest Institutional Transactions on Ishares Inc Msci Eurozone ETF (EZU)
This table provides information on the latest institutional transactions involving Ishares Inc Msci Eurozone ETF (EZU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155New |
$6.81K - $7.25K
|
155
$8.64K
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.01K- 13.67% |
$308K - $328K
|
44.3K
$2.47M
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.37K- 2.42% |
$104K - $111K
|
95.7K
$5.33M
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
18.5K+ 228.72% |
$812K - $864K
|
26.6K
$1.48M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.09K- 27.08% |
$224K - $238K
|
13.7K
$764K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.34K- 33.11% |
$103K - $109K
|
4.72K
$263K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
754+ 11.16% |
$33.1K - $35.3K
|
7.51K
$418K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-527- 2.19% |
$23.2K - $24.7K
|
23.5K
$1.31M
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
PUT |
14.6KNew |
$642K - $683K
|
14.6K
$814K
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 15.4% |
$49.2K - $52.4K
|
6.15K
$343K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
884New |
$38.8K - $41.4K
|
884
$49.3K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4KNew |
$456K - $486K
|
10.4K
$579K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
$8.79K - $9.36K
|
200
$11.1K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
45New |
$1.98K - $2.11K
|
45
$2.51K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$6.59K - $7.02K
|
150
$8.36K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-437- 4.44% |
$19.2K - $20.4K
|
9.41K
$524K
|
|
Q1 2023 | |||||||
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.2K+ 15.38% |
$48K - $54.3K
|
9K
$501K
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$524K - $593K
|
13.1K
$730K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.06KNew |
$162K - $184K
|
4.06K
$226K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
143+ 14.3% |
$5.72K - $6.47K
|
1.14K
$63.7K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
17.7KNew |
$709K - $801K
|
17.7K
$987K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.6KNew |
$184K - $208K
|
4.6K
$256K
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-152K- 68.41% |
$6.07M - $6.86M
|
70K
$3.9M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.49KNew |
$180K - $203K
|
4.49K
$250K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.86KNew |
$194K - $220K
|
4.86K
$271K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.47KNew |
$379K - $429K
|
9.47K
$528K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
134+ 17.45% |
$5.36K - $6.06K
|
902
$50.3K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.74KNew |
$69.8K - $78.9K
|
1.74K
$97.2K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
47.8KNew |
$1.91M - $2.16M
|
47.8K
$2.66M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.53KNew |
$341K - $386K
|
8.53K
$475K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.09KNew |
$43.7K - $49.4K
|
1.09K
$60.8K
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.92KNew |
$197K - $223K
|
4.92K
$274K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
149New |
$5.96K - $6.74K
|
149
$8.3K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
296New |
$11.8K - $13.4K
|
296
$16.5K
|
|
Apr 25, 2023
Q1 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
1.13KNew |
$45.1K - $51K
|
1.13K
$62.7K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-315- 75.18% |
$12.6K - $14.3K
|
104
$5.79K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.49KNew |
$180K - $203K
|
4.49K
$250K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
228New |
$9.12K - $10.3K
|
228
$12.7K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16.8KClosed |
$536K - $689K
|
0
$0
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-11.3KClosed |
$360K - $463K
|
0
$0
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.4KNew |
$204K - $262K
|
6.4K
$357K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.39KNew |
$44.4K - $57.1K
|
1.39K
$77.6K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 0.44% |
$797 - $1.02K
|
5.71K
$318K
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
18.7KNew |
$597K - $769K
|
18.7K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$707K - $910K
|
22.2K
$1.24M
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
1KNew |
$31.9K - $41K
|
1K
$55.7K
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
738New |
$23.5K - $30.3K
|
738
$41.1K
|
|
Feb 07, 2023
Q4 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
43.4KNew |
$1.38M - $1.78M
|
43.4K
$2.42M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.4KNew |
$76.5K - $98.4K
|
2.4K
$134K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
14New |
$446 - $574
|
14
$780
|