Purchases and Sales Made in Q3 2024 in Ishares Inc Msci Eurozone ETF (EZU)
This table provides information about the institutional ownership of Ishares Inc Msci Eurozone ETF (EZU) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI EUROZONE ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
133New |
$6.25K - $7.02K
|
133
$6.41K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
106+ 63.86% |
$4.98K - $5.6K
|
272
$13.1K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
92New |
$4.32K - $4.86K
|
92
$4.43K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
83New |
$3.9K - $4.38K
|
83
$4K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
42New |
$1.97K - $2.22K
|
42
$2.02K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25New |
$1.17K - $1.32K
|
25
$1.2K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18+ 12.33% |
$845 - $950
|
164
$7.9K
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
18+ 75.0% |
$845 - $950
|
42
$2.02K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14New |
$657 - $739
|
14
$674
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10New |
$470 - $528
|
10
$482
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
8New |
$376 - $422
|
8
$385
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2+ 25.0% |
$93.9 - $106
|
10
$482
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$47 - $52.8
|
3.38K
$163K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.07% |
$141 - $158
|
4.61K
$222K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15- 13.04% |
$704 - $792
|
100
$4.82K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20- 0.62% |
$939 - $1.06K
|
3.2K
$154K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 1.87% |
$1.36K - $1.53K
|
1.52K
$73.4K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35- 1.04% |
$1.64K - $1.85K
|
3.34K
$161K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50- 50.0% |
$2.35K - $2.64K
|
50
$2.41K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-64- 3.86% |
$3.01K - $3.38K
|
1.59K
$76.8K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-74- 24.83% |
$3.48K - $3.91K
|
224
$10.8K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-84- 1.23% |
$3.94K - $4.44K
|
6.77K
$326K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-88- 0.79% |
$4.13K - $4.65K
|
11.1K
$533K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-100- 1.3% |
$4.7K - $5.28K
|
7.58K
$365K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-100- 1.29% |
$4.7K - $5.28K
|
7.63K
$368K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-129- 0.45% |
$6.06K - $6.81K
|
28.4K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-153- 2.44% |
$7.18K - $8.08K
|
6.13K
$295K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166- 3.73% |
$7.8K - $8.76K
|
4.28K
$206K
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-232- 3.23% |
$10.9K - $12.2K
|
6.95K
$335K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-238- 1.24% |
$11.2K - $12.6K
|
19K
$915K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-243- 1.57% |
$11.4K - $12.8K
|
15.3K
$736K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-246- 4.75% |
$11.6K - $13K
|
4.93K
$238K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-276- 51.4% |
$13K - $14.6K
|
261
$12.6K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-279- 5.64% |
$13.1K - $14.7K
|
4.67K
$225K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-351- 6.74% |
$16.5K - $18.5K
|
4.86K
$234K
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-367- 14.52% |
$17.2K - $19.4K
|
2.16K
$104K
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 7.29% |
$18.8K - $21.1K
|
5.09K
$245K
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-434- 1.57% |
$20.4K - $22.9K
|
27.3K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-481- 2.19% |
$22.6K - $25.4K
|
21.5K
$1.03M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-525- 5.72% |
$24.7K - $27.7K
|
8.65K
$417K
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-568- 2.33% |
$26.7K - $30K
|
23.8K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-633- 8.88% |
$29.7K - $33.4K
|
6.49K
$313K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-704- 1.88% |
$33.1K - $37.2K
|
36.8K
$1.77M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-803- 0.33% |
$37.7K - $42.4K
|
241K
$11.6M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-931- 15.93% |
$43.7K - $49.2K
|
4.92K
$237K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.3K- 99.54% |
$61K - $68.6K
|
6
$289
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.35K- 98.97% |
$63.4K - $71.3K
|
14
$674
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 27.24% |
$92.3K - $104K
|
5.25K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.06K- 4.45% |
$96.8K - $109K
|
44.3K
$2.13M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.1K- 28.05% |
$98.4K - $111K
|
5.38K
$259K
|