Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
212+ 3.91% |
$10K - $11.7K
|
5.64K
$326K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
171+ 0.46% |
$8.07K - $9.46K
|
37.6K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
119+ 1.95% |
$5.62K - $6.58K
|
6.22K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
116New |
$5.48K - $6.42K
|
116
$6.71K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$5.24K - $6.14K
|
111
$6.42K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
111+ 0.48% |
$5.24K - $6.14K
|
23.2K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
110New |
$5.19K - $6.09K
|
110
$6.36K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
108New |
$5.1K - $5.97K
|
108
$6.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103+ 1.02% |
$4.86K - $5.7K
|
10.2K
$589K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
103New |
$4.86K - $5.7K
|
103
$5.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
101+ 37.97% |
$4.77K - $5.59K
|
367
$21.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
75+ 37.5% |
$3.54K - $4.15K
|
275
$15.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
72New |
$3.4K - $3.98K
|
72
$4.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65+ 31.71% |
$3.07K - $3.6K
|
270
$15.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
60+ 1.45% |
$2.83K - $3.32K
|
4.21K
$244K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
57New |
$2.69K - $3.15K
|
57
$3.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54+ 0.9% |
$2.55K - $2.99K
|
6.03K
$349K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
53+ 1.03% |
$2.5K - $2.93K
|
5.22K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 27.46% |
$2.5K - $2.93K
|
246
$14.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
51+ 14.21% |
$2.41K - $2.82K
|
410
$23.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31+ 0.38% |
$1.46K - $1.71K
|
8.13K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21+ 0.4% |
$992 - $1.16K
|
5.21K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20New |
$944 - $1.11K
|
20
$1.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14New |
$661 - $774
|
14
$810
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
10+ 0.08% |
$472 - $553
|
12K
$696K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.94% |
$47.2 - $55.3
|
107
$6.19K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.71% |
$283 - $332
|
845
$48.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-10- 0.04% |
$472 - $553
|
22.6K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19- 0.37% |
$897 - $1.05K
|
5.11K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-37- 0.24% |
$1.75K - $2.05K
|
15.4K
$889K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43- 0.2% |
$2.03K - $2.38K
|
21.4K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-49- 0.26% |
$2.31K - $2.71K
|
19.1K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 3.87% |
$2.93K - $3.43K
|
1.54K
$89K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-70- 1.65% |
$3.31K - $3.87K
|
4.18K
$242K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 27.27% |
$3.54K - $4.15K
|
200
$11.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-92- 0.44% |
$4.34K - $5.09K
|
20.8K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-99- 4.06% |
$4.67K - $5.48K
|
2.34K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106- 0.2% |
$5.01K - $5.86K
|
52.2K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-110Closed |
$5.19K - $6.09K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-112- 0.42% |
$5.29K - $6.2K
|
26.2K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-135- 39.59% |
$6.37K - $7.47K
|
206
$11.9K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-142- 1.84% |
$6.71K - $7.86K
|
7.6K
$439K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-152- 55.27% |
$7.18K - $8.41K
|
123
$7.11K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-225- 3.52% |
$10.6K - $12.4K
|
6.16K
$356K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-238- 3.36% |
$11.2K - $13.2K
|
6.84K
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-252- 36.9% |
$11.9K - $13.9K
|
431
$24.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-278- 10.59% |
$13.1K - $15.4K
|
2.35K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-287- 82.71% |
$13.6K - $15.9K
|
60
$3.47K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-343- 6.61% |
$16.2K - $19K
|
4.85K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-347- 53.06% |
$16.4K - $19.2K
|
307
$17.8K
|