Purchases and Sales Made in Q4 2023 in Ishares Core Msci Intl Develop (IDEV)
This table provides information about the institutional ownership of Ishares Core Msci Intl Develop (IDEV) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
148+ 3.73% |
$8.21K - $9.44K
|
4.12K
$279K
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
146+ 3.19% |
$8.09K - $9.31K
|
4.72K
$319K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
131+ 3.16% |
$7.26K - $8.36K
|
4.28K
$290K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
123New |
$6.82K - $7.85K
|
123
$8.33K
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
104+ 2.0% |
$5.77K - $6.63K
|
5.32K
$360K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
102+ 0.77% |
$5.65K - $6.51K
|
13.3K
$904K
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
101+ 1.35% |
$5.6K - $6.44K
|
7.56K
$512K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$5.54K - $6.38K
|
100
$6.77K
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100+ 0.41% |
$5.54K - $6.38K
|
24.5K
$1.66M
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
99New |
$5.49K - $6.32K
|
99
$6.7K
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
95+ 1.73% |
$5.27K - $6.06K
|
5.6K
$379K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
93New |
$5.16K - $5.93K
|
93
$6.3K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80+ 46.51% |
$4.44K - $5.1K
|
252
$17.1K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
75+ 5.4% |
$4.16K - $4.78K
|
1.47K
$99.2K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
69+ 0.64% |
$3.83K - $4.4K
|
10.8K
$732K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
63New |
$3.49K - $4.02K
|
63
$4.26K
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
62+ 1.26% |
$3.44K - $3.95K
|
4.98K
$337K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
59+ 1.39% |
$3.27K - $3.76K
|
4.3K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54New |
$2.99K - $3.44K
|
54
$3.66K
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
49+ 0.1% |
$2.72K - $3.13K
|
51.2K
$3.47M
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
45+ 1.36% |
$2.49K - $2.87K
|
3.37K
$228K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
39New |
$2.16K - $2.49K
|
39
$2.64K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38+ 0.93% |
$2.11K - $2.42K
|
4.11K
$278K
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
37+ 0.59% |
$2.05K - $2.36K
|
6.3K
$427K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 0.88% |
$2K - $2.3K
|
4.13K
$279K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
35+ 0.4% |
$1.94K - $2.23K
|
8.77K
$594K
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
25+ 0.12% |
$1.39K - $1.59K
|
21.5K
$1.46M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 0.14% |
$610 - $702
|
7.84K
$530K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.11% |
$222 - $255
|
3.8K
$257K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.16% |
$111 - $128
|
1.26K
$85.4K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.37% |
$55.4 - $63.8
|
74
$5.01K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.13% |
$166 - $191
|
2.39K
$162K
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-24- 0.61% |
$1.33K - $1.53K
|
3.94K
$266K
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-25- 4.72% |
$1.39K - $1.59K
|
505
$34.2K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-29- 0.52% |
$1.61K - $1.85K
|
5.58K
$378K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-38- 0.33% |
$2.11K - $2.42K
|
11.3K
$767K
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-45- 0.16% |
$2.49K - $2.87K
|
27.7K
$1.88M
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 0.47% |
$2.88K - $3.32K
|
11.1K
$750K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-53- 46.9% |
$2.94K - $3.38K
|
60
$4.06K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-67- 93.06% |
$3.71K - $4.27K
|
5
$338
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-80- 2.06% |
$4.44K - $5.1K
|
3.8K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-122- 3.13% |
$6.76K - $7.78K
|
3.78K
$256K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-124- 0.75% |
$6.87K - $7.91K
|
16.5K
$1.11M
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-133- 0.22% |
$7.37K - $8.48K
|
61K
$4.13M
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-196- 3.4% |
$10.9K - $12.5K
|
5.57K
$377K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-260- 3.08% |
$14.4K - $16.6K
|
8.19K
$554K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-328- 10.7% |
$18.2K - $20.9K
|
2.74K
$185K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-350- 0.6% |
$19.4K - $22.3K
|
57.9K
$3.92M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-370- 37.37% |
$20.5K - $23.6K
|
620
$42K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-464- 2.42% |
$25.7K - $29.6K
|
18.7K
$1.27M
|