Purchases and Sales Made in Q1 2024 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 2024. 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 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
259KNew |
$6.71M - $7.32M
|
259K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
224K+ 698890.62% |
$5.8M - $6.32M
|
224K
$6.18M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
178K+ 598.86% |
$4.6M - $5.02M
|
207K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
170K+ 1677.76% |
$4.42M - $4.81M
|
180K
$4.99M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143KNew |
$3.7M - $4.03M
|
143K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
129KNew |
$3.35M - $3.65M
|
129K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
127K+ 32012.12% |
$3.29M - $3.58M
|
127K
$3.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
80.9K+ 33.84% |
$2.1M - $2.29M
|
320K
$8.85M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77.1K+ 31.78% |
$2M - $2.18M
|
320K
$8.84M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.7K+ 45.43% |
$1.63M - $1.77M
|
201K
$5.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
60.7K+ 17.64% |
$1.57M - $1.72M
|
405K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
54K+ 18.89% |
$1.4M - $1.53M
|
340K
$9.4M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
36.7K+ 76.75% |
$953K - $1.04M
|
84.6K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
35.7KNew |
$924K - $1.01M
|
35.7K
$986K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
35.7KNew |
$924K - $1.01M
|
35.7K
$986K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
27.3K+ 4.15% |
$709K - $773K
|
686K
$19M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
24.1KNew |
$625K - $682K
|
24.1K
$667K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.9KNew |
$593K - $647K
|
22.9K
$633K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
19.6K+ 13.28% |
$507K - $553K
|
167K
$4.61M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.4K+ 113.1% |
$502K - $547K
|
36.5K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
17K+ 34.62% |
$441K - $481K
|
66.2K
$1.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 28.09% |
$429K - $468K
|
75.4K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
15KNew |
$390K - $425K
|
15K
$416K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
14.4K+ 3.33% |
$373K - $406K
|
446K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.5K+ 4.58% |
$323K - $352K
|
284K
$7.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.9K+ 5.75% |
$308K - $336K
|
219K
$6.04M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.8K+ 0.08% |
$305K - $333K
|
14.5M
$402M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11KNew |
$285K - $310K
|
11K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.2K+ 2.63% |
$265K - $289K
|
398K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
9.76K+ 6.22% |
$253K - $276K
|
167K
$4.61M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
8.71K+ 3.39% |
$226K - $246K
|
265K
$7.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.65KNew |
$198K - $216K
|
7.65K
$212K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.14K+ 3.21% |
$185K - $202K
|
230K
$6.36M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
6.88K+ 6.02% |
$179K - $195K
|
121K
$3.35M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.81K+ 1.32% |
$177K - $193K
|
521K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.81K+ 1.32% |
$177K - $193K
|
521K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
6.1K+ 11.91% |
$158K - $172K
|
57.3K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5.82KNew |
$151K - $164K
|
5.82K
$161K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.33K+ 45.42% |
$138K - $151K
|
17.1K
$472K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$133K - $145K
|
5.12K
$141K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.27K+ 4.3% |
$111K - $121K
|
104K
$2.87M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.22K+ 0.6% |
$109K - $119K
|
710K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.69KNew |
$95.6K - $104K
|
3.69K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
3.48K+ 44.46% |
$90.2K - $98.4K
|
11.3K
$313K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 5.57% |
$87.4K - $95.2K
|
63.8K
$1.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.22KNew |
$83.6K - $91.1K
|
3.22K
$89.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 13.53% |
$77K - $84K
|
24.9K
$690K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.81K+ 8.46% |
$72.9K - $79.5K
|
36K
$996K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.24KNew |
$58.1K - $63.4K
|
2.24K
$62K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.09K+ 2.8% |
$54.1K - $59K
|
76.6K
$2.12M
|