Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 50.0% |
$4.44K - $5.14K
|
200
$5.84K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-205- 7.18% |
$4.55K - $5.27K
|
2.65K
$77.4K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-218Closed |
$4.84K - $5.61K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-243- 0.35% |
$5.39K - $6.25K
|
69.6K
$2.03M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 0.72% |
$5.61K - $6.51K
|
35.1K
$1.02M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-306Closed |
$6.79K - $7.87K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-348Closed |
$7.72K - $8.95K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-659- 3.41% |
$14.6K - $16.9K
|
18.7K
$546K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-666Closed |
$14.8K - $17.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-969- 1.86% |
$21.5K - $24.9K
|
51.2K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 1.44% |
$24.1K - $27.9K
|
74.3K
$2.17M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.3K- 26.05% |
$28.8K - $33.4K
|
3.69K
$108K
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.35K- 1.14% |
$29.8K - $34.6K
|
117K
$3.41M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.43K- 7.47% |
$31.7K - $36.8K
|
17.7K
$517K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.45K- 9.76% |
$32.1K - $37.2K
|
13.4K
$391K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-1.75K- 4.89% |
$38.7K - $44.9K
|
33.9K
$991K
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.97K- 0.29% |
$43.7K - $50.7K
|
678K
$19.8M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.98K- 12.79% |
$44K - $51K
|
13.5K
$395K
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.26K- 0.53% |
$50.2K - $58.2K
|
426K
$12.5M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-2.53K- 1.58% |
$56.1K - $65.1K
|
157K
$4.6M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.68K- 10.68% |
$59.4K - $68.9K
|
22.4K
$654K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.73KClosed |
$60.4K - $70.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.72K- 50.59% |
$82.5K - $95.7K
|
3.63K
$106K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.88K- 13.27% |
$108K - $126K
|
31.9K
$932K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.98K- 33.8% |
$110K - $128K
|
9.75K
$285K
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.7K- 8.51% |
$127K - $147K
|
61.3K
$1.79M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.92K- 26.56% |
$131K - $152K
|
16.4K
$478K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.72K- 33.33% |
$149K - $173K
|
13.4K
$392K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.66K- 45.37% |
$170K - $197K
|
9.22K
$269K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.02KClosed |
$178K - $206K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.38KClosed |
$186K - $215K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.78K- 1.15% |
$195K - $226K
|
754K
$22M
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8.83KClosed |
$196K - $227K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.21KClosed |
$204K - $237K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.26KClosed |
$205K - $238K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.49K- 64.1% |
$211K - $244K
|
5.32K
$155K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.4K- 64.9% |
$230K - $267K
|
5.62K
$164K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.8K- 15.49% |
$239K - $277K
|
58.9K
$1.72M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.4KClosed |
$254K - $294K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$275K - $318K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-12.5K- 1.65% |
$277K - $322K
|
747K
$21.8M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-12.6KClosed |
$280K - $324K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.3KClosed |
$296K - $343K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.6K- 13.34% |
$302K - $351K
|
88.6K
$2.59M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-15.4KClosed |
$343K - $397K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-16.5K- 62.5% |
$365K - $423K
|
9.88K
$288K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-17.2KClosed |
$381K - $441K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-19.3KClosed |
$427K - $496K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-20.4K- 69.25% |
$453K - $526K
|
9.07K
$265K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21KClosed |
$466K - $540K
|
0
$0
|