Purchases and Sales Made in Q1 2023 in Ishares Tr Edge Msci Intl Valu (IVLU)
This table provides information about the institutional ownership of Ishares Tr Edge Msci Intl Valu (IVLU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE MSCI INTL VALU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
898K+ 115.74% |
$20.9M - $22.7M
|
1.67M
$47.5M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
426K+ 335.39% |
$9.95M - $10.8M
|
554K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
223K+ 18.94% |
$5.19M - $5.64M
|
1.4M
$39.7M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
121KNew |
$2.83M - $3.07M
|
121K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92.5K+ 102.21% |
$2.16M - $2.34M
|
183K
$5.19M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
76K+ 42.95% |
$1.77M - $1.92M
|
253K
$7.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
72.1KNew |
$1.68M - $1.83M
|
72.1K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71.3K+ 0.52% |
$1.66M - $1.8M
|
13.8M
$390M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62K+ 32.19% |
$1.45M - $1.57M
|
255K
$7.22M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62K+ 32.19% |
$1.45M - $1.57M
|
255K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
55.3KNew |
$1.29M - $1.4M
|
55.3K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
48.9K+ 171.41% |
$1.14M - $1.24M
|
77.4K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.7K+ 416.55% |
$1.11M - $1.21M
|
59.1K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.6KNew |
$1.06M - $1.15M
|
45.6K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
43.4K+ 16.12% |
$1.01M - $1.1M
|
313K
$8.87M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
41.2KNew |
$960K - $1.04M
|
41.2K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.2K+ 45.23% |
$867K - $941K
|
119K
$3.39M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
32.5K+ 208.86% |
$758K - $822K
|
48.1K
$1.36M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.7KNew |
$622K - $675K
|
26.7K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
24.9KNew |
$581K - $631K
|
24.9K
$707K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21.6K+ 7.13% |
$504K - $547K
|
325K
$9.21M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.1K+ 4.38% |
$491K - $533K
|
502K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20KNew |
$465K - $505K
|
20K
$566K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.2K+ 85.03% |
$448K - $486K
|
41.8K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19KNew |
$444K - $482K
|
19K
$540K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15.1K+ 3.32% |
$351K - $381K
|
469K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
14K+ 56.0% |
$326K - $354K
|
39K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14K+ 45.6% |
$326K - $353K
|
44.6K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9KNew |
$325K - $353K
|
13.9K
$395K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.8K+ 4.26% |
$300K - $325K
|
314K
$8.91M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 8.04% |
$282K - $307K
|
163K
$4.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 5.03% |
$265K - $287K
|
237K
$6.72M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.56K+ 0.29% |
$223K - $242K
|
3.36M
$95.2M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.4KNew |
$219K - $238K
|
9.4K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.02KNew |
$210K - $228K
|
9.02K
$256K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.39K+ 6.05% |
$196K - $212K
|
147K
$4.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.22KNew |
$192K - $208K
|
8.22K
$233K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.98K+ 33.06% |
$186K - $202K
|
32.1K
$911K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.91K+ 846.32% |
$161K - $175K
|
7.72K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
6.52K+ 5.5% |
$152K - $165K
|
125K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.31K+ 0.33% |
$147K - $160K
|
1.9M
$53.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.2K+ 3.61% |
$121K - $132K
|
149K
$4.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.34K+ 5.66% |
$101K - $110K
|
81.1K
$2.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.7K+ 1.96% |
$86.2K - $93.5K
|
192K
$5.45M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.27KNew |
$76.3K - $82.8K
|
3.27K
$92.8K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.19K+ 33.91% |
$74.4K - $80.7K
|
12.6K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.15K+ 9.91% |
$73.4K - $79.7K
|
34.9K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.14K+ 9.68% |
$73.3K - $79.6K
|
35.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.6KNew |
$60.6K - $65.8K
|
2.6K
$73.7K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.47KNew |
$57.6K - $62.5K
|
2.47K
$70.1K
|