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 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.35K- 4.62% |
$61K - $66.5K
|
48.5K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.41K- 4.57% |
$62.6K - $68.2K
|
50.4K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.42K- 3.75% |
$62.7K - $68.4K
|
62K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.77K- 0.64% |
$71.7K - $78.2K
|
429K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.95K- 4.99% |
$76.5K - $83.4K
|
56.1K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.15K- 4.81% |
$81.5K - $88.9K
|
62.3K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.17K- 10.99% |
$82.2K - $89.6K
|
25.7K
$719K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.38K- 11.52% |
$87.7K - $95.6K
|
26K
$728K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.47K- 2.02% |
$89.9K - $98K
|
168K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.6K- 51.23% |
$93.2K - $102K
|
3.42K
$95.9K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.16K- 5.17% |
$108K - $117K
|
76.2K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.55K- 62.47% |
$118K - $129K
|
2.74K
$76.7K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.5K- 7.84% |
$143K - $155K
|
64.6K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.52K- 3.95% |
$143K - $156K
|
134K
$3.76M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.4K- 13.07% |
$166K - $181K
|
42.6K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.98K- 37.87% |
$181K - $197K
|
11.4K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.06K- 1.03% |
$183K - $200K
|
682K
$19.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.2K- 52.0% |
$187K - $204K
|
6.65K
$186K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.3K- 7.27% |
$189K - $206K
|
93.1K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-7.88K- 2.12% |
$204K - $223K
|
363K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.21K- 53.44% |
$213K - $232K
|
7.16K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5K- 1.24% |
$273K - $297K
|
837K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.6K- 2.21% |
$275K - $300K
|
470K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.3K- 20.19% |
$318K - $346K
|
48.4K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-12.4K- 5.61% |
$323K - $352K
|
209K
$5.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 6.23% |
$345K - $377K
|
201K
$5.62M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.4K- 7.82% |
$658K - $718K
|
299K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.5K- 14.46% |
$791K - $863K
|
181K
$5.06M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.6K- 40.8% |
$793K - $865K
|
44.4K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-31.2K- 6.62% |
$810K - $883K
|
440K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-32.8K- 3.93% |
$849K - $926K
|
800K
$22.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.8K- 5.93% |
$851K - $928K
|
521K
$14.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-35.7K- 6.84% |
$925K - $1.01M
|
486K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44.8K- 26.09% |
$1.16M - $1.27M
|
127K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.7K- 1.33% |
$1.29M - $1.4M
|
3.69M
$103M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-60.6K- 96.88% |
$1.57M - $1.71M
|
1.95K
$54.6K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-61.2K- 71.06% |
$1.59M - $1.73M
|
24.9K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-92.5K- 82.22% |
$2.4M - $2.61M
|
20K
$560K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-118K- 64.69% |
$3.07M - $3.35M
|
64.6K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-131K- 48.4% |
$3.4M - $3.7M
|
140K
$3.91M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-131K- 48.4% |
$3.4M - $3.7M
|
140K
$3.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-159K- 91.6% |
$4.13M - $4.51M
|
14.6K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-349K- 4.91% |
$9.06M - $9.88M
|
6.76M
$190M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-420K- 94.83% |
$10.9M - $11.9M
|
22.9K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-543K- 7.15% |
$14.1M - $15.4M
|
7.06M
$198M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.31M- 92.22% |
$33.8M - $36.9M
|
110K
$3.08M
|