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 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.88K- 1.86% |
$105K - $114K
|
205K
$5.69M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.98K- 11.1% |
$108K - $116K
|
31.9K
$883K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.16K- 3.1% |
$113K - $122K
|
130K
$3.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.17K- 18.19% |
$113K - $122K
|
18.7K
$519K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.46K- 15.29% |
$121K - $130K
|
24.7K
$685K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.99K- 4.12% |
$135K - $146K
|
116K
$3.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-5.42K- 93.17% |
$147K - $158K
|
397
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.61K- 84.37% |
$152K - $164K
|
1.04K
$28.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.74K- 5.63% |
$156K - $168K
|
96.1K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-5.9K- 12.17% |
$160K - $173K
|
42.6K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6.48K- 1.51% |
$176K - $189K
|
423K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6.52K- 11.26% |
$177K - $191K
|
51.4K
$1.42M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.82K- 22.95% |
$185K - $199K
|
22.9K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.85K- 8.4% |
$186K - $200K
|
74.7K
$2.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.5K- 46.88% |
$204K - $219K
|
8.5K
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.25K- 16.49% |
$251K - $271K
|
46.9K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.86K- 38.43% |
$268K - $288K
|
15.8K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 20.86% |
$274K - $295K
|
38.3K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.3K- 5.05% |
$307K - $330K
|
212K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13K- 22.95% |
$352K - $379K
|
43.6K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.2K- 1.93% |
$357K - $385K
|
668K
$18.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16K- 7.98% |
$435K - $468K
|
185K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 5.48% |
$445K - $479K
|
283K
$7.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17K- 46.47% |
$460K - $496K
|
19.5K
$541K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-21.7K- 28.52% |
$590K - $635K
|
54.4K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22.9K- 10.49% |
$622K - $670K
|
196K
$5.42M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.3K- 16.68% |
$632K - $681K
|
116K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.6K- 5.46% |
$695K - $749K
|
444K
$12.3M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-26.3K- 20.71% |
$713K - $768K
|
101K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.1K- 44.67% |
$736K - $793K
|
33.6K
$930K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27.3K- 3.99% |
$742K - $799K
|
659K
$18.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-32.3K- 29.31% |
$875K - $943K
|
77.8K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35.6K- 98.67% |
$965K - $1.04M
|
481
$13.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55K- 6.57% |
$1.49M - $1.61M
|
782K
$21.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-60K- 35.98% |
$1.63M - $1.75M
|
107K
$2.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-60.2K- 14.87% |
$1.63M - $1.76M
|
345K
$9.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-74.3K- 15.3% |
$2.02M - $2.17M
|
411K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79.6K- 62.61% |
$2.16M - $2.33M
|
47.5K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-79.8K- 44.24% |
$2.17M - $2.33M
|
101K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-84.3K- 26.38% |
$2.29M - $2.47M
|
235K
$6.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-167K- 49.16% |
$4.54M - $4.89M
|
173K
$4.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-263K- 92.45% |
$7.13M - $7.68M
|
21.5K
$594K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-310K- 8.41% |
$8.42M - $9.07M
|
3.38M
$93.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-453K- 6.42% |
$12.3M - $13.2M
|
6.6M
$183M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-549K- 8.11% |
$14.9M - $16M
|
6.22M
$172M
|