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 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.1% |
$543 - $585
|
1.83K
$52K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.09% |
$407 - $439
|
15.9K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 2.52% |
$407 - $439
|
611
$17.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9New |
$244 - $263
|
9
$255
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 2.63% |
$190 - $205
|
273
$7.74K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2+ 0.0% |
$54.3 - $58.5
|
51K
$1.45M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.38% |
$27.1 - $29.2
|
43
$1.22K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 2.86% |
$54.3 - $58.5
|
68
$1.93K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-9- 90.0% |
$244 - $263
|
1
$28.4
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-32- 0.04% |
$868 - $936
|
79K
$2.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-44- 0.23% |
$1.19K - $1.29K
|
19.3K
$549K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-59- 1.83% |
$1.6K - $1.73K
|
3.16K
$89.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-60- 0.12% |
$1.63K - $1.75K
|
50.8K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-63- 0.1% |
$1.71K - $1.84K
|
62K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-105- 10.19% |
$2.85K - $3.07K
|
925
$26.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-113- 0.99% |
$3.07K - $3.3K
|
11.3K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-132- 43.0% |
$3.58K - $3.86K
|
175
$4.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-152- 1.99% |
$4.13K - $4.44K
|
7.47K
$212K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-171- 17.48% |
$4.64K - $5K
|
807
$22.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-244Closed |
$6.62K - $7.13K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-251- 3.36% |
$6.81K - $7.34K
|
7.22K
$205K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-430- 0.9% |
$11.7K - $12.6K
|
47.2K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-484- 3.06% |
$13.1K - $14.2K
|
15.3K
$434K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-522- 3.18% |
$14.2K - $15.3K
|
15.9K
$451K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-648- 2.24% |
$17.6K - $18.9K
|
28.2K
$801K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-679- 3.34% |
$18.4K - $19.9K
|
19.7K
$558K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-712- 1.41% |
$19.3K - $20.8K
|
49.7K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-840- 8.64% |
$22.8K - $24.6K
|
8.89K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-877- 9.02% |
$23.8K - $25.6K
|
8.85K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-1.12K- 1.26% |
$30.4K - $32.8K
|
87.9K
$2.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 4.65% |
$32K - $34.4K
|
24.2K
$686K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 11.03% |
$32.9K - $35.4K
|
9.77K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 8.3% |
$38.8K - $41.8K
|
15.8K
$448K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 10.47% |
$45.2K - $48.7K
|
14.2K
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.67K- 1.87% |
$45.4K - $48.9K
|
87.5K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.71K- 18.41% |
$46.5K - $50.1K
|
7.59K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.74K- 1.39% |
$47.2K - $50.9K
|
123K
$3.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.84K- 11.33% |
$50K - $53.9K
|
14.4K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.9K- 4.55% |
$51.5K - $55.5K
|
39.8K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.04K- 6.29% |
$55.4K - $59.7K
|
30.4K
$863K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.22K- 5.22% |
$60.3K - $64.9K
|
40.3K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.37K- 22.56% |
$64.4K - $69.4K
|
8.15K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.4K- 10.51% |
$65.2K - $70.3K
|
20.5K
$580K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.5K- 12.16% |
$67.8K - $73.1K
|
18K
$512K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.52K- 9.51% |
$68.4K - $73.7K
|
24K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 1.52% |
$74.7K - $80.4K
|
178K
$5.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.93K- 3.34% |
$79.6K - $85.8K
|
84.8K
$2.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.77K- 12.18% |
$102K - $110K
|
27.2K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.86K- 28.17% |
$105K - $113K
|
9.84K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.88K- 1.86% |
$105K - $114K
|
205K
$5.82M
|