Purchases and Sales Made in Q4 2023 in Ishares Inc Msci Eurozone ETF (EZU)
This table provides information about the institutional ownership of Ishares Inc Msci Eurozone ETF (EZU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53New |
$2.13K - $2.53K
|
53
$2.49K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52New |
$2.09K - $2.49K
|
52
$2.44K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
52New |
$2.09K - $2.49K
|
52
$2.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
45New |
$1.81K - $2.15K
|
45
$2.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
37+ 0.72% |
$1.49K - $1.77K
|
5.19K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$886 - $1.05K
|
22
$1.03K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14New |
$564 - $669
|
14
$657
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
14+ 2.95% |
$564 - $669
|
489
$23K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6New |
$242 - $287
|
6
$282
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 4.35% |
$40.3 - $47.8
|
24
$1.13K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1New |
$40.3 - $47.8
|
1
$47
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$40.3 - $47.8
|
6.5K
$305K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 3.38% |
$443 - $526
|
314
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15- 0.46% |
$604 - $717
|
3.22K
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-24- 2.36% |
$966 - $1.15K
|
994
$46.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-40- 1.85% |
$1.61K - $1.91K
|
2.13K
$99.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-100- 8.08% |
$4.03K - $4.78K
|
1.14K
$53.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-111- 4.15% |
$4.47K - $5.31K
|
2.56K
$120K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-161Closed |
$6.48K - $7.7K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-202- 63.72% |
$8.13K - $9.66K
|
115
$5.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-206- 3.16% |
$8.29K - $9.85K
|
6.31K
$296K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-222- 7.82% |
$8.94K - $10.6K
|
2.62K
$123K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-237- 7.02% |
$9.54K - $11.3K
|
3.14K
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-304- 1.05% |
$12.2K - $14.5K
|
28.7K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-307- 37.35% |
$12.4K - $14.7K
|
515
$24.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-343- 3.04% |
$13.8K - $16.4K
|
10.9K
$514K
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-417- 0.17% |
$16.8K - $19.9K
|
242K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-459- 2.61% |
$18.5K - $21.9K
|
17.2K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-468- 49.37% |
$18.8K - $22.4K
|
480
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-505- 97.68% |
$20.3K - $24.1K
|
12
$564
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-510- 5.26% |
$20.5K - $24.4K
|
9.19K
$432K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-529- 1.26% |
$21.3K - $25.3K
|
41.5K
$1.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-609- 5.52% |
$24.5K - $29.1K
|
10.4K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-635- 0.81% |
$25.6K - $30.4K
|
78.1K
$3.67M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-672- 2.68% |
$27K - $32.1K
|
24.4K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-841- 14.3% |
$33.9K - $40.2K
|
5.04K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-882- 11.72% |
$35.5K - $42.2K
|
6.64K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-905- 3.1% |
$36.4K - $43.3K
|
28.3K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-933- 2.43% |
$37.6K - $44.6K
|
37.5K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-937- 75.5% |
$37.7K - $44.8K
|
304
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-964- 14.1% |
$38.8K - $46.1K
|
5.87K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.01K- 0.89% |
$40.6K - $48.2K
|
113K
$5.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.3K- 6.51% |
$52.2K - $62K
|
18.6K
$875K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.38K- 1.05% |
$55.5K - $65.9K
|
130K
$6.09M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.83K- 4.87% |
$73.8K - $87.6K
|
35.8K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.91K- 6.36% |
$77K - $91.4K
|
28.2K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.25K- 30.79% |
$90.5K - $108K
|
5.06K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.5K- 11.57% |
$101K - $119K
|
19.1K
$897K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.56K- 7.0% |
$103K - $122K
|
34K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.68K- 24.71% |
$108K - $128K
|
8.16K
$383K
|