Purchases and Sales Made in Q1 2023 in Ishares Tr Ishares Core Msci E (IEUR)
This table provides information about the institutional ownership of Ishares Tr Ishares Core Msci E (IEUR) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES CORE MSCI E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
915+ 17.93% |
$43.9K - $48.2K
|
6.02K
$327K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
788New |
$37.8K - $41.5K
|
788
$42.9K
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
735+ 1.92% |
$35.3K - $38.7K
|
39K
$2.12M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
713+ 1.89% |
$34.2K - $37.5K
|
38.5K
$2.09M
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
666+ 7.41% |
$32K - $35.1K
|
9.65K
$525K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
487+ 10.52% |
$23.4K - $25.6K
|
5.12K
$278K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
470+ 9.98% |
$22.6K - $24.8K
|
5.18K
$282K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
422New |
$20.3K - $22.2K
|
422
$23K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
336+ 2.59% |
$16.1K - $17.7K
|
13.3K
$723K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
207+ 89.61% |
$9.94K - $10.9K
|
438
$23.8K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
195+ 29.73% |
$9.36K - $10.3K
|
851
$46.3K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
187New |
$8.98K - $9.85K
|
187
$10.2K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185New |
$8.88K - $9.74K
|
185
$10.1K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
146+ 61.6% |
$7.01K - $7.69K
|
383
$20.8K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
83+ 1.68% |
$3.99K - $4.37K
|
5.01K
$273K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
74New |
$3.55K - $3.9K
|
74
$4.03K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
55New |
$2.64K - $2.9K
|
55
$2.99K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
38+ 0.43% |
$1.82K - $2K
|
8.8K
$479K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
18+ 600.0% |
$864 - $948
|
21
$1.14K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 4.18% |
$624 - $685
|
324
$17.6K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.99% |
$528 - $579
|
1.12K
$61.1K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14- 0.28% |
$672 - $737
|
5.01K
$272K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-30- 2.24% |
$1.44K - $1.58K
|
1.31K
$71.3K
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-33- 0.48% |
$1.58K - $1.74K
|
6.81K
$371K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34- 0.58% |
$1.63K - $1.79K
|
5.78K
$315K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-55- 30.9% |
$2.64K - $2.9K
|
123
$6.69K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-69- 8.86% |
$3.31K - $3.63K
|
710
$38.6K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-84- 84.0% |
$4.03K - $4.42K
|
16
$870
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-84- 0.75% |
$4.03K - $4.42K
|
11.2K
$607K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-87- 8.9% |
$4.18K - $4.58K
|
891
$48.5K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-158- 9.38% |
$7.59K - $8.32K
|
1.53K
$83.1K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-158- 2.93% |
$7.59K - $8.32K
|
5.23K
$284K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-172- 1.15% |
$8.26K - $9.06K
|
14.8K
$803K
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 1.32% |
$9.6K - $10.5K
|
15K
$813K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-220- 4.51% |
$10.6K - $11.6K
|
4.66K
$253K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 4.99% |
$10.6K - $11.6K
|
4.21K
$229K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-227- 3.79% |
$10.9K - $12K
|
5.76K
$313K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-254- 4.52% |
$12.2K - $13.4K
|
5.36K
$292K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-260- 5.27% |
$12.5K - $13.7K
|
4.67K
$254K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-300- 1.99% |
$14.4K - $15.8K
|
14.8K
$804K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-310- 2.13% |
$14.9K - $16.3K
|
14.3K
$776K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-348- 3.46% |
$16.7K - $18.3K
|
9.7K
$528K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-389- 1.56% |
$18.7K - $20.5K
|
24.6K
$1.34M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-416- 0.71% |
$20K - $21.9K
|
58.6K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-490- 0.52% |
$23.5K - $25.8K
|
92.9K
$5.05M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-804- 24.55% |
$38.6K - $42.3K
|
2.47K
$134K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-892- 6.13% |
$42.8K - $47K
|
13.7K
$744K
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1K- 1.17% |
$48K - $52.7K
|
84.7K
$4.61M
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1K- 13.56% |
$48.1K - $52.8K
|
6.39K
$347K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.03K- 9.92% |
$49.6K - $54.4K
|
9.39K
$511K
|