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 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-109- 5.43% |
$2.66K - $2.81K
|
1.9K
$55.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-170- 0.87% |
$4.15K - $4.38K
|
19.5K
$570K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-184- 5.95% |
$4.49K - $4.74K
|
2.91K
$85.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-196- 0.49% |
$4.79K - $5.05K
|
40.2K
$1.18M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-225- 1.54% |
$5.49K - $5.79K
|
14.4K
$421K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-330- 1.01% |
$8.06K - $8.5K
|
32.3K
$945K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-367- 81.02% |
$8.96K - $9.45K
|
86
$2.52K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-387- 2.35% |
$9.45K - $9.97K
|
16K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-412- 0.66% |
$10.1K - $10.6K
|
61.8K
$1.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-500- 2.11% |
$12.2K - $12.9K
|
23.2K
$681K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-785- 8.12% |
$19.2K - $20.2K
|
8.88K
$260K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-898- 2.9% |
$21.9K - $23.1K
|
30K
$879K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-995- 3.33% |
$24.3K - $25.6K
|
28.9K
$847K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 11.04% |
$29.6K - $31.2K
|
9.78K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 1.56% |
$30.8K - $32.5K
|
79.8K
$2.34M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 1.56% |
$30.8K - $32.5K
|
79.8K
$2.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 11.54% |
$33.6K - $35.4K
|
10.5K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 8.55% |
$36.1K - $38K
|
15.8K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.64K- 6.36% |
$40K - $42.2K
|
24.2K
$707K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.64K- 4.39% |
$40.1K - $42.3K
|
35.8K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 0.34% |
$41.5K - $43.8K
|
494K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.82K- 0.57% |
$44.5K - $46.9K
|
318K
$9.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.84K- 1.7% |
$45K - $47.5K
|
107K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.88K- 3.73% |
$46K - $48.5K
|
48.6K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.16K- 0.75% |
$52.8K - $55.7K
|
287K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.52K- 1.74% |
$61.5K - $64.9K
|
142K
$4.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.69K- 1.69% |
$65.7K - $69.3K
|
156K
$4.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.73K- 1.83% |
$66.6K - $70.2K
|
146K
$4.29M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.88K- 44.45% |
$70.3K - $74.1K
|
3.6K
$105K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3.62K- 12.78% |
$88.3K - $93.1K
|
24.7K
$723K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.87K- 3.42% |
$94.4K - $99.5K
|
109K
$3.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.92K- 0.53% |
$95.8K - $101K
|
739K
$21.6M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.34K- 7.89% |
$106K - $112K
|
50.7K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.62K- 14.39% |
$113K - $119K
|
27.5K
$805K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.64K- 14.23% |
$113K - $119K
|
27.9K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.14K- 2.66% |
$150K - $158K
|
225K
$6.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.65K- 5.9% |
$187K - $197K
|
122K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.58K- 14.51% |
$209K - $221K
|
50.5K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.95K- 7.47% |
$219K - $230K
|
111K
$3.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-10.7K- 2.99% |
$261K - $276K
|
347K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 3.71% |
$283K - $299K
|
301K
$8.82M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.3K- 5.22% |
$325K - $343K
|
241K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.3K- 5.22% |
$325K - $343K
|
241K
$7.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.3K- 42.9% |
$373K - $393K
|
20.3K
$596K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-16.4K- 27.36% |
$402K - $423K
|
43.7K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-22.3K- 58.43% |
$545K - $575K
|
15.9K
$465K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-23.4K- 53.15% |
$571K - $602K
|
20.6K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33.9K- 11.46% |
$828K - $873K
|
262K
$7.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34.7K- 29.04% |
$847K - $893K
|
84.7K
$2.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.6K- 18.8% |
$1.09M - $1.15M
|
192K
$5.63M
|