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
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-101- 0.01% |
$2.62K - $2.86K
|
706K
$19.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-101- 0.11% |
$2.62K - $2.86K
|
89.2K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-118- 1.39% |
$3.06K - $3.34K
|
8.38K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-135- 1.07% |
$3.5K - $3.82K
|
12.5K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-151- 1.12% |
$3.92K - $4.27K
|
13.3K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-236- 1.11% |
$6.12K - $6.67K
|
21K
$580K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-250- 0.64% |
$6.48K - $7.07K
|
38.8K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-252- 0.53% |
$6.53K - $7.12K
|
47.6K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-267- 0.33% |
$6.92K - $7.55K
|
81.5K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-271- 1.62% |
$7.03K - $7.66K
|
16.4K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-285- 1.76% |
$7.39K - $8.06K
|
15.9K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-306- 0.5% |
$7.93K - $8.65K
|
60.7K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-352- 1.17% |
$9.13K - $9.95K
|
29.7K
$822K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-385- 2.38% |
$9.98K - $10.9K
|
15.8K
$437K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-417- 1.41% |
$10.8K - $11.8K
|
29.2K
$806K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-488- 1.84% |
$12.7K - $13.8K
|
26K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-489- 4.35% |
$12.7K - $13.8K
|
10.8K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-497- 1.69% |
$12.9K - $14.1K
|
28.9K
$798K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-515- 1.51% |
$13.4K - $14.6K
|
33.6K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-564- 7.2% |
$14.6K - $15.9K
|
7.26K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-568- 7.18% |
$14.7K - $16.1K
|
7.34K
$203K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-568- 64.91% |
$14.7K - $16.1K
|
307
$8.49K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-576- 5.19% |
$14.9K - $16.3K
|
10.5K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-586- 1.37% |
$15.2K - $16.6K
|
42.3K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-587- 0.43% |
$15.2K - $16.6K
|
136K
$3.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-633- 0.91% |
$16.4K - $17.9K
|
69K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-637- 1.51% |
$16.5K - $18K
|
41.7K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-663- 0.65% |
$17.2K - $18.7K
|
102K
$2.82M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-801- 2.78% |
$20.8K - $22.6K
|
28K
$774K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-823- 2.59% |
$21.3K - $23.3K
|
31K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-834- 0.94% |
$21.6K - $23.6K
|
87.7K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-875- 9.67% |
$22.7K - $24.7K
|
8.17K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-988- 5.42% |
$25.6K - $27.9K
|
17.2K
$477K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 9.84% |
$26.3K - $28.7K
|
9.31K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.06K- 21.16% |
$27.4K - $29.8K
|
3.93K
$109K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.09K- 8.71% |
$28.2K - $30.7K
|
11.4K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-1.17K- 9.73% |
$30.3K - $33K
|
10.8K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 98.68% |
$30.9K - $33.7K
|
16
$442
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 1.25% |
$32.4K - $35.3K
|
98.5K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.3K- 85.4% |
$33.7K - $36.7K
|
222
$6.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 7.04% |
$33.9K - $36.9K
|
17.2K
$477K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.32K- 5.44% |
$34.1K - $37.2K
|
22.9K
$632K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.47K- 5.25% |
$38.1K - $41.6K
|
26.5K
$733K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 16.76% |
$41.4K - $45.2K
|
7.93K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.72K- 6.92% |
$44.7K - $48.7K
|
23.2K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.79K- 6.55% |
$46.3K - $50.5K
|
25.5K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 15.7% |
$47K - $51.2K
|
9.72K
$269K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.95K- 99.54% |
$50.4K - $55K
|
9
$249
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.27K- 6.52% |
$58.7K - $64K
|
32.5K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.28K- 23.04% |
$59.1K - $64.5K
|
7.62K
$211K
|