Purchases and Sales Made in Q2 2023 in Ishares Tr Edge Msci Intl Valu (IVLU)

IVLU Quotes by TradingView

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
Cerity Partners LLC

New York, NY
BUY
 -
4K
+ 44.23%
$97.6K - $103K
13K $361K
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
3.97K
+ 11.13%
$96.9K - $102K
39.6K $1.1M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
3.9K
New
$95.1K - $100K
3.9K $108K
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

BUY
 -
3.85K
+ 0.56%
$94K - $99.1K
693K $19.2M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
3.22K
+ 3.03%
$78.5K - $82.8K
109K $3.03M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.65K
+ 13.3%
$64.8K - $68.3K
22.6K $627K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
2.6K
+ 7.45%
$63.5K - $67K
37.5K $1.04M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.53K
+ 12.99%
$61.7K - $65K
22K $609K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.53K
+ 12.99%
$61.7K - $65K
22K $609K
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
2.21K
+ 9.0%
$54K - $56.9K
26.8K $742K
Aug 02, 2023 Q2 2023
Lauterbach Financial Advisors, LLC

BUY
 -
1.43K
+ 13.98%
$34.8K - $36.7K
11.6K $322K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
1.33K
New
$32.6K - $34.3K
1.33K $36.9K
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.27K
+ 1.94%
$30.9K - $32.6K
66.4K $1.84M
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
1.21K
+ 3.66%
$29.6K - $31.3K
34.4K $954K
Aug 11, 2023 Q2 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
1.2K
+ 2.76%
$29.3K - $30.9K
44.7K $1.24M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.14K
+ 0.91%
$27.9K - $29.4K
126K $3.49M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.08K
+ 5.72%
$26.4K - $27.9K
20K $554K
Jul 21, 2023 Q2 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.07K
+ 12.18%
$26.1K - $27.5K
9.83K $272K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
1.02K
New
$24.8K - $26.2K
1.02K $28.2K
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
916
+ 1.22%
$22.4K - $23.6K
75.9K $2.1M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
866
New
$21.1K - $22.3K
866 $24K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
781
+ 2.3%
$19.1K - $20.1K
34.8K $964K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
679
+ 3.55%
$16.6K - $17.5K
19.8K $549K
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

BUY
 -
531
+ 2.11%
$13K - $13.7K
25.6K $710K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
232
+ 1.91%
$5.67K - $5.97K
12.4K $342K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
230
+ 0.54%
$5.62K - $5.92K
42.5K $1.18M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
229
+ 0.78%
$5.59K - $5.9K
29.5K $819K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
207
+ 1.45%
$5.05K - $5.33K
14.5K $403K
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
193
+ 0.2%
$4.71K - $4.97K
96.4K $2.67M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
147
+ 0.29%
$3.59K - $3.79K
50.5K $1.4M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
103
New
$2.52K - $2.65K
103 $2.85K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
95
New
$2.32K - $2.45K
95 $2.63K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
93
+ 0.79%
$2.27K - $2.39K
11.8K $328K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
86
+ 5.01%
$2.1K - $2.21K
1.8K $49.9K
Jul 12, 2023 Q2 2023
One Advisory Partners, LLC

BUY
 -
75
+ 0.09%
$1.83K - $1.93K
83.8K $2.32M
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
58
New
$1.42K - $1.49K
58 $1.61K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
50
+ 1.53%
$1.22K - $1.29K
3.32K $92.1K
Jul 26, 2023 Q2 2023
Hbc Financial Services, Pllc

BUY
 -
36
New
$879 - $927
36 $998
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
35
New
$855 - $901
35 $970
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
28
New
$684 - $721
28 $776
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
19
+ 2.53%
$464 - $489
770 $21.3K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
16
+ 0.13%
$391 - $412
12K $334K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
11
+ 2.62%
$269 - $283
431 $11.9K
Jul 27, 2023 Q2 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-5
- 6.85%
$122 - $129
68 $1.88K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-32
- 0.04%
$781 - $824
71.1K $1.97M
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

SELL
 -
-40
- 1.73%
$977 - $1.03K
2.28K $63.1K
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-58
- 0.75%
$1.42K - $1.49K
7.66K $212K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-81
- 0.57%
$1.98K - $2.09K
14.1K $390K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-84
- 1.67%
$2.05K - $2.16K
4.93K $137K

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