Purchases and Sales Made in Q1 2023 in Ishares Tr Europe ETF (IEV)
This table provides information about the institutional ownership of Ishares Tr Europe ETF (IEV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR EUROPE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.82K+ 6.41% |
$83.7K - $91.5K
|
30.3K
$1.63M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.72K+ 7.67% |
$79.1K - $86.4K
|
24.2K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.6KNew |
$73.5K - $80.3K
|
1.6K
$86.4K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.55K+ 5.9% |
$71.3K - $77.9K
|
27.8K
$1.5M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.54K+ 34.19% |
$70.9K - $77.4K
|
6.05K
$327K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 26.23% |
$65.4K - $71.4K
|
6.84K
$369K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.16KNew |
$53.5K - $58.4K
|
1.16K
$62.8K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
943+ 7.32% |
$43.3K - $47.3K
|
13.8K
$746K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900New |
$41.4K - $45.2K
|
900
$48.6K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
878+ 6.17% |
$40.4K - $44.1K
|
15.1K
$816K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
831+ 26.97% |
$38.2K - $41.7K
|
3.91K
$211K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
828+ 7.77% |
$38.1K - $41.6K
|
11.5K
$620K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
808+ 4.71% |
$37.1K - $40.6K
|
18K
$970K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
766+ 6.89% |
$35.2K - $38.5K
|
11.9K
$641K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
673+ 1.53% |
$30.9K - $33.8K
|
44.6K
$2.41M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
663+ 2.04% |
$30.5K - $33.3K
|
33.1K
$1.79M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
615+ 9.67% |
$28.3K - $30.9K
|
6.98K
$377K
|
|
May 09, 2023
Q1 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
610+ 3.07% |
$28K - $30.6K
|
20.5K
$1.11M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
592New |
$27.2K - $29.7K
|
592
$32K
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
543+ 7.89% |
$25K - $27.3K
|
7.43K
$401K
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
505+ 5.92% |
$23.2K - $25.4K
|
9.04K
$488K
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
260+ 0.24% |
$11.9K - $13.1K
|
107K
$5.78M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
244New |
$11.2K - $12.3K
|
244
$13.2K
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
221+ 1.07% |
$10.2K - $11.1K
|
21K
$1.13M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
170New |
$7.81K - $8.54K
|
170
$9.18K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
157+ 12.34% |
$7.22K - $7.88K
|
1.43K
$77.1K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
131+ 1.22% |
$6.02K - $6.58K
|
10.9K
$587K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 0.55% |
$5.52K - $6.03K
|
22K
$1.19M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
109+ 35.05% |
$5.01K - $5.47K
|
420
$22.7K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
99New |
$4.55K - $4.97K
|
99
$5.34K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
92New |
$4.23K - $4.62K
|
92
$4.97K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
61+ 0.1% |
$2.8K - $3.06K
|
63.5K
$3.43M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39New |
$1.79K - $1.96K
|
39
$2.11K
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.02% |
$1.29K - $1.41K
|
135K
$7.28M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$1.15K - $1.26K
|
25
$1.35K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
22+ 0.48% |
$1.01K - $1.1K
|
4.62K
$249K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12New |
$552 - $603
|
12
$648
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 3.5% |
$230 - $251
|
148
$7.99K
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$46 - $50.2
|
1
$54
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6- 0.1% |
$276 - $301
|
6.13K
$331K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12- 0.13% |
$552 - $603
|
9.08K
$490K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.81% |
$735 - $803
|
1.96K
$106K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 1.62% |
$2.3K - $2.51K
|
3.04K
$164K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-60- 5.66% |
$2.76K - $3.01K
|
1K
$54K
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-92- 1.15% |
$4.23K - $4.62K
|
7.89K
$426K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-96- 0.95% |
$4.41K - $4.82K
|
9.96K
$538K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-100- 0.62% |
$4.6K - $5.02K
|
16K
$862K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 71.94% |
$4.6K - $5.02K
|
39
$2.11K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 1.85% |
$4.6K - $5.02K
|
5.31K
$286K
|