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 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.91K+ 7.99% |
$49.4K - $53.9K
|
25.8K
$713K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.88K+ 5.91% |
$48.9K - $53.3K
|
33.7K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.76K+ 0.81% |
$45.6K - $49.7K
|
218K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.55K+ 6.3% |
$40.2K - $43.9K
|
26.2K
$724K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
1.21K+ 3.21% |
$31.3K - $34.1K
|
38.7K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.01K+ 1.29% |
$26.1K - $28.4K
|
79K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
937+ 3.35% |
$24.3K - $26.5K
|
28.9K
$799K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
814+ 4.28% |
$21.1K - $23K
|
19.8K
$549K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
800+ 14.94% |
$20.7K - $22.6K
|
6.16K
$170K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
783+ 6.18% |
$20.3K - $22.1K
|
13.4K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
700New |
$18.2K - $19.8K
|
700
$19.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
660+ 0.23% |
$17.1K - $18.7K
|
287K
$7.92M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
619+ 3.11% |
$16.1K - $17.5K
|
20.5K
$568K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
598+ 0.48% |
$15.5K - $16.9K
|
125K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
574+ 1.59% |
$14.9K - $16.2K
|
36.8K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
557+ 5.07% |
$14.4K - $15.7K
|
11.6K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
418+ 3.32% |
$10.8K - $11.8K
|
13K
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
372+ 0.74% |
$9.65K - $10.5K
|
50.9K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
368New |
$9.54K - $10.4K
|
368
$10.2K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
329+ 3.5% |
$8.53K - $9.3K
|
9.73K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 37.93% |
$7.78K - $8.48K
|
1.09K
$30.2K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
288+ 1.13% |
$7.47K - $8.14K
|
25.9K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
247+ 2.16% |
$6.4K - $6.98K
|
11.7K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244New |
$6.33K - $6.9K
|
244
$6.75K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
241+ 1.95% |
$6.25K - $6.81K
|
12.6K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
206New |
$5.34K - $5.82K
|
206
$5.7K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
190+ 24.11% |
$4.93K - $5.37K
|
978
$27K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
187+ 1.16% |
$4.85K - $5.29K
|
16.3K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
184+ 1.4% |
$4.77K - $5.2K
|
13.4K
$369K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
179+ 0.89% |
$4.64K - $5.06K
|
20.3K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
172New |
$4.46K - $4.86K
|
172
$4.76K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
167New |
$4.33K - $4.72K
|
167
$4.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 1.2% |
$2.98K - $3.25K
|
9.71K
$269K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
73New |
$1.89K - $2.06K
|
73
$2.02K
|
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
60+ 0.07% |
$1.56K - $1.7K
|
89K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 0.23% |
$1.14K - $1.24K
|
19.4K
$536K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
43New |
$1.11K - $1.22K
|
43
$1.19K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42New |
$1.09K - $1.19K
|
42
$1.16K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
34New |
$882 - $961
|
34
$940
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.13% |
$856 - $933
|
25.4K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19+ 0.03% |
$493 - $537
|
56.5K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
16+ 0.1% |
$415 - $452
|
15.9K
$440K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18- 0.11% |
$467 - $509
|
16.6K
$459K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.27% |
$959 - $1.05K
|
13.7K
$379K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44- 0.29% |
$1.14K - $1.24K
|
15.3K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-52- 0.21% |
$1.35K - $1.47K
|
25.1K
$693K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-57- 0.66% |
$1.48K - $1.61K
|
8.6K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-60- 0.8% |
$1.56K - $1.7K
|
7.47K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 91.55% |
$1.69K - $1.84K
|
6
$166
|