Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.17MNew |
$28.9M - $30.9M
|
1.17M
$33M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
707K+ 9.13% |
$17.6M - $18.7M
|
8.45M
$240M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
624K+ 8.49% |
$15.5M - $16.5M
|
7.98M
$226M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
430K+ 35.89% |
$10.7M - $11.4M
|
1.63M
$46.2M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
371KNew |
$9.2M - $9.82M
|
371K
$10.5M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
287K+ 2.58% |
$7.13M - $7.6M
|
11.4M
$323M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
280KNew |
$6.94M - $7.4M
|
280K
$7.92M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
131K+ 98.04% |
$3.25M - $3.47M
|
264K
$7.5M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122K+ 70.98% |
$3.04M - $3.24M
|
295K
$8.36M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
108K+ 75.19% |
$2.68M - $2.86M
|
252K
$7.14M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
87K+ 85.4% |
$2.16M - $2.3M
|
189K
$5.35M
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
87K+ 17.35% |
$2.16M - $2.3M
|
588K
$16.7M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.7K+ 14.54% |
$1.76M - $1.87M
|
557K
$15.8M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
64.5KNew |
$1.6M - $1.71M
|
64.5K
$1.83M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
56.1KNew |
$1.39M - $1.48M
|
56.1K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
53.8KNew |
$1.34M - $1.43M
|
53.8K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
31.2K+ 13.96% |
$775K - $827K
|
255K
$7.23M
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
25.8K+ 4.25% |
$641K - $683K
|
633K
$17.9M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.2K+ 6.3% |
$601K - $641K
|
408K
$11.6M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.6K+ 182.3% |
$537K - $573K
|
33.5K
$950K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20.5KNew |
$510K - $544K
|
20.5K
$582K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
14K+ 80.44% |
$347K - $371K
|
31.4K
$890K
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
13.1K+ 2.34% |
$326K - $348K
|
575K
$16.3M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
13KNew |
$324K - $345K
|
13K
$370K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 30.37% |
$294K - $314K
|
50.9K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.8KNew |
$292K - $312K
|
11.8K
$334K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 14.45% |
$264K - $282K
|
84.3K
$2.39M
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
10.6KNew |
$263K - $280K
|
10.6K
$300K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$259K - $277K
|
10.5K
$296K
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.51KNew |
$236K - $252K
|
9.51K
$270K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.1KNew |
$226K - $241K
|
9.1K
$258K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.68KNew |
$216K - $230K
|
8.68K
$246K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.67K+ 106.98% |
$215K - $230K
|
16.8K
$476K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
8.36K+ 7467.86% |
$208K - $221K
|
8.48K
$240K
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
6.86K+ 5.96% |
$170K - $182K
|
122K
$3.46M
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
5.12K+ 7.76% |
$127K - $136K
|
71.1K
$2.02M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.58KNew |
$114K - $121K
|
4.58K
$130K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
4.24K+ 37.08% |
$105K - $112K
|
15.7K
$444K
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
4.07K+ 25.25% |
$101K - $108K
|
20.2K
$573K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.64K+ 10.23% |
$90.3K - $96.3K
|
39.2K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.64K+ 4.06% |
$90.3K - $96.3K
|
93.2K
$2.64M
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.47K+ 2.52% |
$86K - $91.8K
|
141K
$3.99M
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
3.13K+ 17.58% |
$77.7K - $82.9K
|
20.9K
$594K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.66K+ 4.15% |
$66K - $70.4K
|
66.8K
$1.89M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
2.64K+ 2.34% |
$65.4K - $69.8K
|
115K
$3.26M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2.13K+ 12.09% |
$52.8K - $56.3K
|
19.7K
$559K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.88KNew |
$46.7K - $49.8K
|
1.88K
$53.3K
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.81K+ 3.26% |
$45K - $48K
|
57.4K
$1.63M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.16K+ 7.5% |
$28.7K - $30.6K
|
16.6K
$470K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01KNew |
$25.1K - $26.8K
|
1.01K
$28.7K
|