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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.4KNew |
$343K - $403K
|
17.4K
$494K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 181.2% |
$330K - $387K
|
25.9K
$736K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.6K+ 17.82% |
$328K - $384K
|
110K
$3.12M
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
15.3KNew |
$302K - $354K
|
15.3K
$434K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 247.55% |
$260K - $305K
|
18.5K
$524K
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.1K+ 25.33% |
$259K - $304K
|
65K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 10.47% |
$254K - $298K
|
136K
$3.86M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12K+ 4.71% |
$237K - $278K
|
267K
$7.58M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12K+ 4.71% |
$237K - $278K
|
267K
$7.58M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11KNew |
$216K - $254K
|
11K
$311K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.9KNew |
$215K - $252K
|
10.9K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 67.14% |
$209K - $245K
|
26.3K
$747K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$206K - $242K
|
10.5K
$297K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
10.3KNew |
$204K - $239K
|
10.3K
$293K
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
10.3K+ 2.66% |
$202K - $237K
|
395K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$196K - $230K
|
9.93K
$282K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
8.23K+ 208.41% |
$162K - $190K
|
12.2K
$346K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7.84K+ 12.78% |
$155K - $181K
|
69.2K
$1.96M
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
7.52K+ 28.7% |
$148K - $174K
|
33.7K
$957K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.85K+ 0.91% |
$135K - $158K
|
761K
$21.6M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.01K+ 44.72% |
$119K - $139K
|
19.4K
$552K
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.86K+ 0.87% |
$116K - $136K
|
683K
$19.4M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.66K+ 25.26% |
$112K - $131K
|
28K
$796K
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
5.27K+ 34.73% |
$104K - $122K
|
20.4K
$580K
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.32K+ 32.79% |
$85.2K - $99.9K
|
17.5K
$496K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.11K+ 34.97% |
$81K - $95K
|
15.8K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.43K+ 34.46% |
$67.7K - $79.4K
|
13.4K
$380K
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.06K+ 7.16% |
$60.3K - $70.7K
|
45.7K
$1.3M
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.88KNew |
$56.7K - $66.5K
|
2.88K
$81.6K
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 0.76% |
$43.3K - $50.8K
|
290K
$8.22M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.03K+ 14.88% |
$40.1K - $47K
|
15.7K
$445K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.55K+ 12.84% |
$30.5K - $35.8K
|
13.6K
$386K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
953+ 13.25% |
$18.8K - $22.1K
|
8.14K
$231K
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
896+ 2.66% |
$17.7K - $20.7K
|
34.6K
$981K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
583New |
$11.5K - $13.5K
|
583
$16.5K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220New |
$4.34K - $5.09K
|
220
$6.24K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 100.0% |
$3.95K - $4.63K
|
400
$11.4K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
178+ 1.5% |
$3.51K - $4.12K
|
12K
$341K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
116New |
$2.29K - $2.68K
|
116
$3.29K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
113+ 0.75% |
$2.23K - $2.61K
|
15.1K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
103+ 0.76% |
$2.03K - $2.38K
|
13.6K
$387K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 5.21% |
$375 - $440
|
384
$10.9K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.04% |
$19.7 - $23.1
|
2.65K
$75.2K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.7% |
$78.9 - $92.6
|
570
$16.2K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-87- 0.48% |
$1.72K - $2.01K
|
17.9K
$509K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-94- 4.05% |
$1.85K - $2.18K
|
2.23K
$63.2K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123- 8.24% |
$2.43K - $2.85K
|
1.37K
$38.9K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-153- 45.95% |
$3.02K - $3.54K
|
180
$5.11K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-156- 97.5% |
$3.08K - $3.61K
|
4
$114
|