Purchases and Sales Made in Q1 2023 in Ishares Tr Edge Msci Intl Valu (IVLU)

IVLU Quotes by TradingView

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 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
2.47K
New
$57.6K - $62.5K
2.47K $72.2K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
2.4K
New
$55.9K - $60.6K
2.4K $70K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
2.37K
+ 4.95%
$55.3K - $60K
50.3K $1.47M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.01K
New
$46.8K - $50.8K
2.01K $58.6K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.82K
New
$42.4K - $46K
1.82K $53.1K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
1.56K
+ 5.32%
$36.4K - $39.5K
30.9K $903K
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
1.41K
+ 2.02%
$32.9K - $35.7K
71.1K $2.08M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
1.4K
+ 6.7%
$32.6K - $35.4K
22.3K $651K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
1.32K
+ 8.7%
$30.7K - $33.3K
16.4K $480K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.21K
+ 31.63%
$28.1K - $30.5K
5.02K $146K
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.05K
+ 21.84%
$24.5K - $26.6K
5.87K $171K
Apr 12, 2023 Q1 2023
One Advisory Partners, LLC

BUY
 -
1.01K
+ 1.22%
$23.6K - $25.6K
83.7K $2.45M
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
806
+ 2.04%
$18.8K - $20.4K
40.4K $1.18M
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
652
+ 2.19%
$15.2K - $16.5K
30.4K $887K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
639
New
$14.9K - $16.2K
639 $18.7K
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

BUY
 -
628
+ 3.36%
$14.6K - $15.9K
19.3K $565K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
524
New
$12.2K - $13.3K
524 $15.3K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
480
+ 0.39%
$11.2K - $12.1K
125K $3.65M
May 01, 2023 Q1 2023
Lauterbach Financial Advisors, LLC

BUY
 -
289
+ 2.91%
$6.74K - $7.31K
10.2K $298K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
195
+ 1.0%
$4.55K - $4.94K
19.6K $573K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
115
+ 37.7%
$2.68K - $2.91K
420 $12.3K
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
112
+ 0.96%
$2.61K - $2.83K
11.7K $343K
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
80
+ 0.92%
$1.87K - $2.02K
8.76K $256K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
77
+ 20.48%
$1.8K - $1.95K
453 $13.2K
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
69
+ 0.58%
$1.61K - $1.75K
12K $351K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
61
+ 3.69%
$1.42K - $1.54K
1.72K $50.1K
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
58
+ 0.03%
$1.35K - $1.47K
219K $6.38M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
47
New
$1.1K - $1.19K
47 $1.37K
May 10, 2023 Q1 2023
Running Point Capital Advisors, LLC

BUY
 -
40
+ 1.76%
$933 - $1.01K
2.32K $67.7K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
30
+ 44.12%
$700 - $759
98 $2.86K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
16
+ 47.06%
$373 - $405
50 $1.46K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-3
- 0.4%
$70 - $75.9
751 $21.9K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-25
- 1.82%
$583 - $633
1.35K $39.5K
Apr 19, 2023 Q1 2023
Sawyer & Company, Inc

SELL
 -
-30
- 50.0%
$700 - $759
30 $876
Aug 07, 2023 Q1 2023
W Advisors, LLC

Germantown, TN
SELL
 -
-43
- 0.08%
$1K - $1.09K
50.6K $1.48M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-43
- 0.39%
$1K - $1.09K
11K $321K
May 11, 2023 Q1 2023
Elgethun Capital Management

Sioux Falls, SD
SELL
 -
-50
- 0.4%
$1.17K - $1.27K
12.6K $368K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-85
- 2.18%
$1.98K - $2.15K
3.81K $111K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-109
Closed
$2.54K - $2.76K
0 $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-158
- 0.37%
$3.68K - $4K
42.3K $1.24M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

SELL
 -
-172
- 0.14%
$4.01K - $4.35K
119K $3.47M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-269
- 14.39%
$6.27K - $6.81K
1.6K $46.8K
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

SELL
 -
-300
- 1.71%
$7K - $7.59K
17.3K $505K
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-310
- 1.25%
$7.23K - $7.85K
24.6K $718K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-494
- 3.27%
$11.5K - $12.5K
14.6K $426K
May 15, 2023 Q1 2023
Angeles Investment Advisors, LLC

SELL
 -
-500
- 0.18%
$11.7K - $12.7K
274K $7.99M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

SELL
 -
-534
- 5.24%
$12.5K - $13.5K
9.67K $282K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-600
- 4.02%
$14K - $15.2K
14.3K $418K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

SELL
 -
-822
- 8.11%
$19.2K - $20.8K
9.32K $272K

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