Purchases and Sales Made in Q3 2023 in Ishares Tr Europe ETF (IEV)
This table provides information about the institutional ownership of Ishares Tr Europe ETF (IEV) during Q3 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.55K+ 2273.21% |
$120K - $132K
|
2.66K
$143K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 21.82% |
$93.5K - $103K
|
11K
$596K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.85KNew |
$87.4K - $96K
|
1.85K
$99.9K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.72K+ 5.2% |
$81.2K - $89.2K
|
34.8K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 14.77% |
$81.1K - $89.1K
|
13.3K
$720K
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.6KNew |
$75.6K - $83K
|
1.6K
$86.4K
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
1.4K+ 35.0% |
$66.1K - $72.6K
|
5.4K
$291K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.06K+ 9.77% |
$50.3K - $55.2K
|
12K
$645K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
941+ 305.52% |
$44.5K - $48.8K
|
1.25K
$67.4K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
934New |
$44.1K - $48.5K
|
934
$50.4K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
783+ 15.14% |
$37K - $40.6K
|
5.96K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
744+ 2.9% |
$35.1K - $38.6K
|
26.4K
$1.42M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
717+ 14.01% |
$33.9K - $37.2K
|
5.84K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
678New |
$32K - $35.2K
|
678
$36.6K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
634+ 511.29% |
$30K - $32.9K
|
758
$40.9K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
589+ 46.67% |
$27.8K - $30.6K
|
1.85K
$99.9K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
546+ 13.0% |
$25.8K - $28.3K
|
4.75K
$256K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
513+ 3.01% |
$24.2K - $26.6K
|
17.5K
$946K
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
413+ 6.19% |
$19.5K - $21.4K
|
7.09K
$383K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
400New |
$18.9K - $20.8K
|
400
$21.6K
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
396+ 0.61% |
$18.7K - $20.5K
|
64.9K
$3.5M
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
394New |
$18.6K - $20.4K
|
394
$21.3K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
320New |
$15.1K - $16.6K
|
320
$17.3K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
299New |
$14.1K - $15.5K
|
299
$16.1K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
283New |
$13.4K - $14.7K
|
283
$15.3K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
230+ 4.82% |
$10.9K - $11.9K
|
5K
$270K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
186+ 0.69% |
$8.79K - $9.65K
|
27K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172+ 1.43% |
$8.13K - $8.92K
|
12.2K
$657K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150New |
$7.09K - $7.78K
|
150
$8.1K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
142+ 15.87% |
$6.71K - $7.37K
|
1.04K
$56K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135+ 6.9% |
$6.38K - $7K
|
2.09K
$113K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
133New |
$6.28K - $6.9K
|
133
$7.18K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
116+ 7.08% |
$5.48K - $6.02K
|
1.76K
$94.7K
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
101+ 0.17% |
$4.77K - $5.24K
|
58.8K
$3.17M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
52+ 0.98% |
$2.46K - $2.7K
|
5.34K
$288K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27+ 0.19% |
$1.28K - $1.4K
|
14.1K
$763K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
25+ 3.11% |
$1.18K - $1.3K
|
829
$44.7K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.14% |
$472 - $519
|
6.99K
$377K
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
10+ 0.18% |
$472 - $519
|
5.51K
$298K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.1% |
$94.5 - $104
|
1.91K
$103K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$47.2 - $51.9
|
27.1K
$1.46M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-6- 0.13% |
$283 - $311
|
4.56K
$246K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-9- 0.19% |
$425 - $467
|
4.66K
$251K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.05% |
$1.13K - $1.25K
|
47.3K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-30- 0.16% |
$1.42K - $1.56K
|
18.5K
$1M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-43- 0.64% |
$2.03K - $2.23K
|
6.66K
$360K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-64- 0.4% |
$3.02K - $3.32K
|
15.9K
$859K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-68- 1.33% |
$3.21K - $3.53K
|
5.04K
$272K
|