Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791K+ 5.74% |
$19.3M - $20.4M
|
14.6M
$402M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
429KNew |
$10.5M - $11.1M
|
429K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
420K+ 12.53% |
$10.3M - $10.8M
|
3.78M
$104M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
266K+ 88.62% |
$6.48M - $6.84M
|
565K
$15.6M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
230K+ 1825.79% |
$5.62M - $5.92M
|
243K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
224K+ 205.84% |
$5.48M - $5.78M
|
333K
$9.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
122K+ 169.24% |
$2.98M - $3.14M
|
194K
$5.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
115K+ 6.06% |
$2.81M - $2.97M
|
2.02M
$55.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
96.1KNew |
$2.35M - $2.47M
|
96.1K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
95.2K+ 58.54% |
$2.33M - $2.45M
|
258K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
72.4KNew |
$1.77M - $1.86M
|
72.4K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
56.8KNew |
$1.39M - $1.46M
|
56.8K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
54.8K+ 9.35% |
$1.34M - $1.41M
|
641K
$17.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
48.3KNew |
$1.18M - $1.24M
|
48.3K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
47.8K+ 14.7% |
$1.17M - $1.23M
|
373K
$10.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
43.3K+ 2.52% |
$1.06M - $1.12M
|
1.76M
$48.7M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
39.4KNew |
$961K - $1.01M
|
39.4K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
33.6K+ 60.71% |
$820K - $865K
|
88.9K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
29.1K+ 37.62% |
$711K - $750K
|
106K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
25.9K+ 2.9% |
$633K - $668K
|
921K
$25.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
25.2K+ 8.02% |
$616K - $649K
|
339K
$9.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.7K+ 110.6% |
$602K - $635K
|
47K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.8KNew |
$580K - $612K
|
23.8K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.1KNew |
$563K - $594K
|
23.1K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.7K+ 6.83% |
$555K - $585K
|
356K
$9.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
20K+ 4.26% |
$489K - $515K
|
489K
$13.5M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.1K+ 12.33% |
$443K - $467K
|
165K
$4.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.9K+ 3.36% |
$412K - $434K
|
519K
$14.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.4KNew |
$376K - $396K
|
15.4K
$426K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
15.4K+ 7.04% |
$375K - $396K
|
234K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15K+ 576.92% |
$366K - $386K
|
17.6K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
14.2K+ 36.41% |
$347K - $366K
|
53.2K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
14.1KNew |
$345K - $364K
|
14.1K
$391K
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.3K+ 2.92% |
$301K - $317K
|
435K
$12M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12KNew |
$294K - $310K
|
12K
$333K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6KNew |
$284K - $299K
|
11.6K
$321K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.6K+ 1.91% |
$284K - $299K
|
619K
$17.1M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 26.56% |
$271K - $286K
|
52.9K
$1.46M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.9KNew |
$266K - $280K
|
10.9K
$301K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
9.65KNew |
$236K - $248K
|
9.65K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.9KNew |
$217K - $229K
|
8.9K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.58KNew |
$210K - $221K
|
8.58K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
6.7K+ 5.36% |
$164K - $173K
|
132K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
6.25K+ 5.26% |
$153K - $161K
|
125K
$3.46M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.81K+ 19.11% |
$142K - $149K
|
36.2K
$1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.69K+ 27.17% |
$139K - $146K
|
26.6K
$736K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.36K+ 2.79% |
$131K - $138K
|
198K
$5.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5.13K+ 3.15% |
$125K - $132K
|
168K
$4.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.81K+ 1.9% |
$117K - $124K
|
258K
$7.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.06K+ 266.6% |
$99K - $104K
|
5.58K
$154K
|