Purchases and Sales Made in Q2 2024 in Ishares Tr Intl Developed Smal (ISVL)
This table provides information about the institutional ownership of Ishares Tr Intl Developed Smal (ISVL) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR INTL DEVELOPED SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.1KNew |
$822K - $883K
|
24.1K
$824K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.1K+ 24.64% |
$586K - $629K
|
86.7K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.3KNew |
$351K - $377K
|
10.3K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.41K+ 9.57% |
$48.3K - $51.9K
|
16.2K
$554K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944+ 7.55% |
$32.3K - $34.6K
|
13.4K
$461K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
395+ 3.16% |
$13.5K - $14.5K
|
12.9K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
240+ 16.28% |
$8.2K - $8.81K
|
1.71K
$58.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
166+ 1.79% |
$5.67K - $6.09K
|
9.42K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$34.2 - $36.7
|
1
$34.3
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-43- 55.84% |
$1.47K - $1.58K
|
34
$1.17K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-721- 75.03% |
$24.6K - $26.5K
|
240
$8.22K
|