Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.11M+ 176.14% |
$41.6M - $48.7M
|
3.3M
$93.7M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02M+ 9.77% |
$20.2M - $23.7M
|
11.5M
$326M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
853K+ 7.82% |
$16.8M - $19.7M
|
11.7M
$333M
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
638K+ 60.37% |
$12.6M - $14.8M
|
1.7M
$48.1M
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
638K+ 51.81% |
$12.6M - $14.8M
|
1.87M
$53.1M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
512K+ 115.59% |
$10.1M - $11.9M
|
956K
$27.1M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
463KNew |
$9.14M - $10.7M
|
463K
$13.1M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
449KNew |
$8.85M - $10.4M
|
449K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
383K+ 391.93% |
$7.56M - $8.86M
|
481K
$13.6M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
299KNew |
$5.91M - $6.93M
|
299K
$8.5M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
289KNew |
$5.7M - $6.68M
|
289K
$8.19M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
263K+ 189.6% |
$5.18M - $6.08M
|
401K
$11.4M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
235K+ 72.67% |
$4.63M - $5.43M
|
558K
$15.8M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
214K+ 163.07% |
$4.22M - $4.95M
|
345K
$9.8M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
192KNew |
$3.79M - $4.44M
|
192K
$5.45M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
111K+ 41.83% |
$2.19M - $2.57M
|
376K
$10.7M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
110K+ 44.15% |
$2.17M - $2.54M
|
359K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
97.8KNew |
$1.93M - $2.26M
|
97.8K
$2.78M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
87.8K+ 11.75% |
$1.73M - $2.03M
|
835K
$23.7M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
85.7KNew |
$1.69M - $1.98M
|
85.7K
$2.43M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.6K+ 24.53% |
$1.59M - $1.87M
|
409K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
80.5K+ 235.93% |
$1.59M - $1.86M
|
115K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
79K+ 188.28% |
$1.56M - $1.83M
|
121K
$3.43M
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
76.4K+ 7.78% |
$1.51M - $1.77M
|
1.06M
$30M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
71.9KNew |
$1.42M - $1.66M
|
71.9K
$2.04M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
60K+ 2146.26% |
$1.18M - $1.39M
|
62.8K
$1.78M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
57.8K+ 181.2% |
$1.14M - $1.34M
|
89.7K
$2.55M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
56.4K+ 66.34% |
$1.11M - $1.3M
|
141K
$4.01M
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
43.9KNew |
$867K - $1.02M
|
43.9K
$1.25M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40.5K+ 73.01% |
$798K - $936K
|
95.9K
$2.72M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
36K+ 21.35% |
$711K - $834K
|
205K
$5.81M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
34.3K+ 377.73% |
$676K - $793K
|
43.3K
$1.23M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
33.6K+ 21.66% |
$662K - $777K
|
189K
$5.35M
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
33.3KNew |
$657K - $770K
|
33.3K
$945K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31K+ 318.4% |
$612K - $718K
|
40.8K
$1.16M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.3K+ 11.4% |
$578K - $678K
|
286K
$8.12M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
27.2K+ 166.2% |
$537K - $630K
|
43.6K
$1.24M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
26.8KNew |
$529K - $620K
|
26.8K
$761K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
26.6KNew |
$525K - $616K
|
26.6K
$755K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
26KNew |
$512K - $601K
|
26K
$737K
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
25.9KNew |
$511K - $600K
|
25.9K
$735K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.7K+ 29.36% |
$508K - $595K
|
113K
$3.22M
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
24.9KNew |
$492K - $577K
|
24.9K
$708K
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
22.7K+ 8.61% |
$449K - $526K
|
287K
$8.14M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 18.61% |
$417K - $489K
|
135K
$3.82M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20.8K+ 73.95% |
$409K - $480K
|
48.8K
$1.39M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
20.5K+ 160.34% |
$404K - $474K
|
33.3K
$944K
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20KNew |
$396K - $464K
|
20K
$569K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
19.8KNew |
$391K - $458K
|
19.8K
$562K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9KNew |
$353K - $414K
|
17.9K
$508K
|