Who owns Ishares Tr Phill Invstmrk?
- Ticker: EPHE
- CUSIP Number: 46429B408
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr Phill Invstmrk with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr Phill Invstmrk this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Hsbc Holdings | 217k | $5.6M | 18% | Dec 2023 |
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Sun Life Financial | 141k | $3.9M | 100% | Mar 2024 |
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Goldman Sachs Group | 84k | $2.2M | 0% | Dec 2023 |
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Florin Court Capital | 59k | $1.6M | 100% | Mar 2024 |
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Glovista Investments | 47k | $1.2M | -53% | Dec 2023 |
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Primoris Wealth Advisors | 41k | $1.1M | 100% | Mar 2024 |
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Amg National Trust Bank | 37k | $1.0M | -13% | Mar 2024 |
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Bank of New York Mellon | 36k | $988k | 0% | Mar 2024 |
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Ubs Global Asset Management Americas | 32k | $834k | 0% | Dec 2023 |
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Mount Lucas Management Corporation | 32k | $833k | 100% | Dec 2023 |
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Watershed Asset Management | 30k | $780k | 0% | Dec 2023 |
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UBS Group | 28k | $738k | 72% | Dec 2023 |
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Scotia Capital | 27k | $707k | 100% | Dec 2023 |
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Janney Montgomery Scott | 21k | $582k | 100% | Mar 2024 |
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BCJ Capital Management | 20k | $523k | 100% | Dec 2023 |
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Bank of America Corporation | 19k | $495k | 17% | Dec 2023 |
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Level Four Advisory Services | 15k | $379k | 7% | Dec 2023 |
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Brookstone Capital Management | 8.8k | $242k | 100% | Mar 2024 |
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Sigma Planning | 8.0k | $222k | 100% | Mar 2024 |
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AlphaCentric Advisors | 4.5k | $125k | 100% | Mar 2024 |
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Banque Cantonale Vaudoise | 4.3k | $118k | -71% | Mar 2024 |
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Stelac Advisory Services | 4.2k | $109k | 0% | Dec 2023 |
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Sunbelt Securities | 3.4k | $94k | 100% | Mar 2024 |
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Royal Bank of Canada | 2.0k | $52k | 17% | Dec 2023 |
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Geneos Wealth Management | 1.7k | $48k | -13% | Mar 2024 |
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Advisor Group Holdings | 588.00 | $15k | -48% | Dec 2023 |
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Steward Partners Investment Advisory | 500.00 | $13k | 0% | Dec 2023 |
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Bank Of Montreal | 100.00 | $2.6k | -90% | Dec 2023 |
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Private Trust Co Na | 77.00 | $2.1k | 100% | Mar 2024 |
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Hexagon Capital Partners | 52.00 | $1.4k | 117% | Mar 2024 |
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Retirement Group | 38.00 | $1.1k | 0% | Mar 2024 |
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Transamerica Financial Advisors | 1.00 | $1.0k | -50% | Dec 2023 |
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Wells Fargo & Company | 0 | $0 | -100% | Dec 2023 |
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Who sold out of Ishares Tr Phill Invstmrk?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Desjardins Global Asset Management | Sep 2023 | 91k | $2.3M |
Vontobel Holding | Sep 2023 | 41k | $1.0M |
Millennium Management | Sep 2023 | 34k | $858k |
Mirae Asset Global Investments | Dec 2023 | 15k | $380k |
Citadel Advisors | Sep 2023 | 13k | $314k |
Susquehanna International | Sep 2023 | 9.1k | $225k |
Asahi Life Asset Management | Sep 2023 | 2.8k | $70M |
Tradition Wealth Management | Sep 2023 | 949.00 | $24k |
Advisory Services Network | Dec 2023 | 147.00 | $3.8k |
McGlone Suttner Wealth Management | Dec 2023 | 6.00 | $159.000000 |