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
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-39.6K- 24.87% |
$925K - $1M
|
120K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-48K- 42.44% |
$1.12M - $1.22M
|
65.1K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-57.8K- 82.67% |
$1.35M - $1.46M
|
12.1K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-68.8K- 78.43% |
$1.6M - $1.74M
|
18.9K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-78.6K- 20.78% |
$1.83M - $1.99M
|
300K
$8.75M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-83.1K- 65.66% |
$1.94M - $2.1M
|
43.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-180K- 24.86% |
$4.21M - $4.57M
|
546K
$15.9M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-189K- 39.0% |
$4.41M - $4.78M
|
296K
$8.64M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-197K- 69.72% |
$4.6M - $4.99M
|
85.6K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-384K- 3.41% |
$8.95M - $9.71M
|
10.9M
$318M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-643K- 79.82% |
$15M - $16.3M
|
163K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.04M- 9.0% |
$24.3M - $26.4M
|
10.6M
$309M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.34M- 46.55% |
$31.2M - $33.8M
|
1.53M
$44.8M
|