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 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.51K+ 91.7% |
$68.1K - $73.4K
|
5.25K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
2.5K+ 0.69% |
$67.9K - $73.2K
|
365K
$10.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.2K+ 2.23% |
$59.6K - $64.2K
|
101K
$2.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.19K+ 18.99% |
$59.5K - $64.2K
|
13.7K
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.12K+ 16.31% |
$57.6K - $62.1K
|
15.1K
$429K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 2.25% |
$56.8K - $61.2K
|
95.2K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 3.49% |
$54.3K - $58.5K
|
59.3K
$1.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.99K+ 5.57% |
$53.9K - $58.1K
|
37.6K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.95K+ 32466.67% |
$52.9K - $57K
|
1.95K
$55.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 2.33% |
$43.6K - $46.9K
|
70.6K
$2M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.56K+ 7.87% |
$42.4K - $45.6K
|
21.4K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.49K+ 2.39% |
$40.4K - $43.5K
|
63.7K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 11.77% |
$40.3K - $43.5K
|
14.1K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.43K+ 0.18% |
$38.9K - $41.9K
|
802K
$22.7M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.27K+ 37.16% |
$34.5K - $37.2K
|
4.7K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.22K+ 0.73% |
$33K - $35.5K
|
168K
$4.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
945+ 9.73% |
$25.6K - $27.6K
|
10.7K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
896+ 12.21% |
$24.3K - $26.2K
|
8.24K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
834+ 3.27% |
$22.6K - $24.4K
|
26.3K
$746K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
785+ 3.15% |
$21.3K - $23K
|
25.7K
$729K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
780New |
$21.2K - $22.8K
|
780
$22.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
720+ 10.06% |
$19.5K - $21.1K
|
7.88K
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
669+ 0.4% |
$18.2K - $19.6K
|
169K
$4.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
663+ 4.93% |
$18K - $19.4K
|
14.1K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
649New |
$17.6K - $19K
|
649
$18.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
590New |
$16K - $17.3K
|
590
$16.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
571+ 2.21% |
$15.5K - $16.7K
|
26.5K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
556New |
$15.1K - $16.3K
|
556
$15.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
524+ 14.21% |
$14.2K - $15.3K
|
4.21K
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
467+ 1.81% |
$12.7K - $13.7K
|
26.2K
$744K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
456+ 23.38% |
$12.4K - $13.3K
|
2.41K
$68.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
351+ 2.4% |
$9.53K - $10.3K
|
15K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
255+ 1.91% |
$6.92K - $7.46K
|
13.6K
$386K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
251+ 2.32% |
$6.81K - $7.34K
|
11.1K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
208New |
$5.65K - $6.08K
|
208
$5.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
124+ 0.44% |
$3.37K - $3.63K
|
28.1K
$797K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
121+ 1.05% |
$3.28K - $3.54K
|
11.6K
$330K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
112New |
$3.04K - $3.27K
|
112
$3.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 0.42% |
$2.71K - $2.92K
|
23.9K
$677K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
93+ 0.36% |
$2.52K - $2.72K
|
26.1K
$740K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
86+ 0.23% |
$2.33K - $2.51K
|
36.9K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
86+ 0.37% |
$2.33K - $2.51K
|
23.3K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
74+ 0.22% |
$2.01K - $2.16K
|
33.7K
$956K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
71+ 0.14% |
$1.93K - $2.08K
|
50.8K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
68New |
$1.85K - $1.99K
|
68
$1.93K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64New |
$1.74K - $1.87K
|
64
$1.81K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60New |
$1.63K - $1.75K
|
60
$1.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
57+ 27.67% |
$1.55K - $1.67K
|
263
$7.46K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 1.51% |
$1.38K - $1.49K
|
3.42K
$97K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$543 - $585
|
20
$567
|