Purchases and Sales Made in Q1 2023 in Ishares Core Msci Intl Develop (IDEV)
This table provides information about the institutional ownership of Ishares Core Msci Intl Develop (IDEV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE MSCI INTL DEVELOP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.54K+ 6.02% |
$86.5K - $94.4K
|
27.1K
$1.79M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.43K+ 39.52% |
$80.6K - $87.9K
|
5.05K
$334K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.41K+ 116.5% |
$79.5K - $86.8K
|
2.62K
$173K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.23KNew |
$69.2K - $75.5K
|
1.23K
$81.2K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.07KNew |
$60.4K - $65.9K
|
1.07K
$70.9K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
940+ 8.28% |
$53K - $57.8K
|
12.3K
$812K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
901+ 19.06% |
$50.8K - $55.4K
|
5.63K
$372K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
848+ 0.74% |
$47.8K - $52.1K
|
115K
$7.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$45.1K - $49.2K
|
800
$52.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
791+ 20.53% |
$44.6K - $48.6K
|
4.64K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
712+ 11.87% |
$40.1K - $43.7K
|
6.71K
$444K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
648+ 6.11% |
$36.5K - $39.8K
|
11.3K
$744K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
571+ 9.07% |
$32.2K - $35.1K
|
6.87K
$454K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
556+ 1.95% |
$31.3K - $34.2K
|
29.1K
$1.92M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
529+ 2.49% |
$29.8K - $32.5K
|
21.8K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
526+ 1.26% |
$29.6K - $32.3K
|
42.4K
$2.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
511New |
$28.8K - $31.4K
|
511
$33.8K
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
506+ 10.88% |
$28.5K - $31.1K
|
5.16K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
495+ 707.14% |
$27.9K - $30.4K
|
565
$37.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
470+ 0.69% |
$26.5K - $28.9K
|
68.6K
$4.53M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
452+ 2.64% |
$25.5K - $27.8K
|
17.6K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
365+ 1.93% |
$20.6K - $22.4K
|
19.3K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
357+ 7.19% |
$20.1K - $21.9K
|
5.32K
$352K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
253+ 131.77% |
$14.3K - $15.5K
|
445
$29.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
253+ 131.77% |
$14.3K - $15.5K
|
445
$29.4K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
234+ 1.02% |
$13.2K - $14.4K
|
23.1K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205+ 1.0% |
$11.5K - $12.6K
|
20.6K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
160+ 1.82% |
$9.01K - $9.83K
|
8.95K
$592K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
141+ 1.49% |
$7.94K - $8.66K
|
9.62K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128+ 7.99% |
$7.21K - $7.86K
|
1.73K
$114K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
127+ 21.9% |
$7.15K - $7.8K
|
707
$46.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
110+ 1.91% |
$6.2K - $6.76K
|
5.88K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
107New |
$6.03K - $6.57K
|
107
$7.07K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.63K - $6.14K
|
100
$6.61K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
95+ 17.92% |
$5.35K - $5.84K
|
625
$41.3K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
73New |
$4.11K - $4.49K
|
73
$4.83K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
63New |
$3.55K - $3.87K
|
63
$4.16K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
51New |
$2.87K - $3.13K
|
51
$3.37K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$1.97K - $2.15K
|
35
$2.31K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
31+ 0.67% |
$1.75K - $1.9K
|
4.63K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 1.91% |
$1.63K - $1.78K
|
1.55K
$102K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
26+ 0.28% |
$1.46K - $1.6K
|
9.18K
$607K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.22% |
$1.07K - $1.17K
|
8.72K
$576K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.37% |
$1.01K - $1.11K
|
4.87K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16+ 0.39% |
$901 - $983
|
4.17K
$276K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.12% |
$563 - $614
|
8.65K
$572K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2+ 5.26% |
$113 - $123
|
40
$2.64K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.14% |
$676 - $737
|
8.53K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-15- 12.1% |
$845 - $922
|
109
$7.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-30- 0.77% |
$1.69K - $1.84K
|
3.88K
$256K
|