Purchases and Sales Made in Q3 2023 in Ishares Core Msci Intl Develop (IDEV)
This table provides information about the institutional ownership of Ishares Core Msci Intl Develop (IDEV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
146+ 3.49% |
$8.47K - $9.19K
|
4.33K
$309K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
126New |
$7.31K - $7.93K
|
126
$8.99K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
126+ 2.84% |
$7.31K - $7.93K
|
4.57K
$326K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
118+ 0.17% |
$6.84K - $7.43K
|
69.6K
$4.97M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 0.13% |
$5.45K - $5.92K
|
74.2K
$5.3M
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
84+ 0.97% |
$4.87K - $5.29K
|
8.74K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
72New |
$4.17K - $4.53K
|
72
$5.14K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
70+ 1.72% |
$4.06K - $4.41K
|
4.15K
$296K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
58+ 4.83% |
$3.36K - $3.65K
|
1.26K
$89.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54+ 2.93% |
$3.13K - $3.4K
|
1.89K
$135K
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
40+ 0.98% |
$2.32K - $2.52K
|
4.1K
$293K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.18% |
$1.74K - $1.89K
|
16.6K
$1.18M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
29+ 36.25% |
$1.68K - $1.83K
|
109
$7.78K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
22New |
$1.28K - $1.38K
|
22
$1.57K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 0.52% |
$1.22K - $1.32K
|
4.09K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.35% |
$1.04K - $1.13K
|
5.21K
$372K
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
16+ 0.34% |
$928 - $1.01K
|
4.73K
$338K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 2.53% |
$870 - $944
|
609
$43.5K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$812 - $881
|
14
$999
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$464 - $504
|
12.3K
$878K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$116 - $126
|
10.9K
$776K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-8- 0.11% |
$464 - $504
|
7.04K
$502K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.09% |
$580 - $630
|
10.8K
$770K
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-13- 0.24% |
$754 - $818
|
5.5K
$393K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-25- 0.64% |
$1.45K - $1.57K
|
3.88K
$277K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 0.4% |
$1.57K - $1.7K
|
6.76K
$482K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28- 0.11% |
$1.62K - $1.76K
|
24.9K
$1.78M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-36- 16.9% |
$2.09K - $2.27K
|
177
$12.6K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-41- 0.1% |
$2.38K - $2.58K
|
39.5K
$2.82M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.61% |
$2.9K - $3.15K
|
3.07K
$219K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-62- 0.31% |
$3.59K - $3.9K
|
19.6K
$1.4M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-77- 30.92% |
$4.46K - $4.85K
|
172
$12.3K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-88- 2.23% |
$5.1K - $5.54K
|
3.85K
$275K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-92- 0.25% |
$5.33K - $5.79K
|
36.5K
$2.6M
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-116- 1.36% |
$6.73K - $7.3K
|
8.41K
$600K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-144- 56.03% |
$8.35K - $9.06K
|
113
$8.06K
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-152- 0.85% |
$8.81K - $9.57K
|
17.7K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-158- 2.74% |
$9.16K - $9.95K
|
5.61K
$400K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-160- 3.15% |
$9.28K - $10.1K
|
4.92K
$351K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-161- 1.99% |
$9.33K - $10.1K
|
7.94K
$566K
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-168- 3.3% |
$9.74K - $10.6K
|
4.92K
$351K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-193- 12.15% |
$11.2K - $12.1K
|
1.4K
$99.5K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-206- 9.53% |
$11.9K - $13K
|
1.96K
$140K
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-222- 0.9% |
$12.9K - $14K
|
24.4K
$1.74M
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-224- 2.58% |
$13K - $14.1K
|
8.45K
$603K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-232- 7.18% |
$13.5K - $14.6K
|
3K
$214K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-276- 1.34% |
$16K - $17.4K
|
20.3K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-338- 2.14% |
$19.6K - $21.3K
|
15.5K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-419- 6.95% |
$24.3K - $26.4K
|
5.61K
$400K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-424- 68.72% |
$24.6K - $26.7K
|
193
$13.8K
|