Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
435K+ 1027.77% |
$11.8M - $12.7M
|
477K
$13.5M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186K+ 1.28% |
$5.05M - $5.44M
|
14.7M
$418M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 183.21% |
$3.21M - $3.46M
|
183K
$5.19M
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
113K+ 565.2% |
$3.07M - $3.31M
|
133K
$3.77M
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
85.4K+ 354.42% |
$2.32M - $2.5M
|
110K
$3.11M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
78.1K+ 11.86% |
$2.12M - $2.28M
|
737K
$20.9M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.7K+ 373.29% |
$1.73M - $1.86M
|
80.7K
$2.29M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.3K+ 44.42% |
$1.56M - $1.68M
|
186K
$5.28M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.3KNew |
$1.45M - $1.56M
|
53.3K
$1.51M
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
47.3KNew |
$1.28M - $1.38M
|
47.3K
$1.34M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.1K+ 16.15% |
$1.01M - $1.09M
|
267K
$7.57M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.2K+ 23.94% |
$927K - $999K
|
177K
$5.01M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33.8K+ 39.98% |
$918K - $989K
|
118K
$3.36M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.8K+ 6.3% |
$891K - $960K
|
554K
$15.7M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.8K+ 6.3% |
$891K - $960K
|
554K
$15.7M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28K+ 7.04% |
$760K - $819K
|
426K
$12.1M
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27KNew |
$732K - $789K
|
27K
$765K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.1KNew |
$708K - $763K
|
26.1K
$740K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5K+ 107.16% |
$665K - $717K
|
47.4K
$1.34M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
21.8K+ 6.81% |
$591K - $637K
|
342K
$9.69M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 10.86% |
$591K - $637K
|
222K
$6.31M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.5KNew |
$501K - $540K
|
18.5K
$524K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.8K+ 23.59% |
$483K - $520K
|
93.2K
$2.64M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.6K+ 67.36% |
$479K - $516K
|
43.8K
$1.24M
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
17.1K+ 25.85% |
$464K - $500K
|
83.3K
$2.36M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
16.4KNew |
$445K - $480K
|
16.4K
$465K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.6K+ 6.71% |
$397K - $428K
|
233K
$6.6M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$395K - $426K
|
14.6K
$413K
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
14.2KNew |
$386K - $416K
|
14.2K
$404K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5K+ 1.89% |
$365K - $393K
|
724K
$20.5M
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 4.61% |
$324K - $349K
|
271K
$7.68M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
11.6K+ 694.12% |
$314K - $338K
|
13.2K
$375K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
11KNew |
$299K - $322K
|
11K
$312K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$298K - $322K
|
11K
$312K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.22KNew |
$250K - $270K
|
9.22K
$262K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.74K+ 8.43% |
$237K - $255K
|
112K
$3.19M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.22KNew |
$223K - $240K
|
8.22K
$233K
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.85K+ 0.97% |
$186K - $200K
|
713K
$20.2M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.72K+ 109.19% |
$182K - $197K
|
12.9K
$365K
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
5.69K+ 2.15% |
$154K - $166K
|
271K
$7.68M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.6K+ 8.77% |
$152K - $164K
|
69.4K
$1.97M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.16KNew |
$140K - $151K
|
5.16K
$146K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.15K+ 1.17% |
$140K - $151K
|
445K
$12.6M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.97K+ 6.49% |
$135K - $145K
|
81.6K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.67KNew |
$99.5K - $107K
|
3.67K
$104K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.5K+ 13.47% |
$95K - $102K
|
29.5K
$836K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.41K+ 29.2% |
$92.6K - $99.8K
|
15.1K
$428K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.95K+ 10.22% |
$80K - $86.2K
|
31.8K
$902K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.62K+ 17.04% |
$71K - $76.5K
|
18K
$509K
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.6K+ 0.91% |
$70.6K - $76.1K
|
289K
$8.2M
|