Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
610K+ 16.15% |
$15.2M - $16.2M
|
4.39M
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
166K+ 29.35% |
$4.13M - $4.4M
|
731K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
121KNew |
$3.01M - $3.21M
|
121K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
95.5K+ 738.19% |
$2.38M - $2.53M
|
108K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
92.5K+ 35.32% |
$2.3M - $2.45M
|
354K
$9.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.1KNew |
$2.07M - $2.2M
|
83.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.9KNew |
$1.44M - $1.54M
|
57.9K
$1.63M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49K+ 337.12% |
$1.22M - $1.3M
|
63.5K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.7K+ 40.94% |
$1.11M - $1.19M
|
154K
$4.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35.8K+ 37.19% |
$892K - $950K
|
132K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.4KNew |
$832K - $886K
|
33.4K
$942K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
31.3K+ 16.1% |
$778K - $829K
|
226K
$6.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 41.15% |
$680K - $724K
|
93.7K
$2.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.1KNew |
$649K - $691K
|
26.1K
$735K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.9K+ 6529.8% |
$644K - $685K
|
26.3K
$740K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
25.7K+ 4.14% |
$638K - $680K
|
645K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.9K+ 198.12% |
$594K - $633K
|
35.9K
$1.01M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
21.7K+ 20.38% |
$540K - $575K
|
128K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.2K+ 5.37% |
$454K - $483K
|
358K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
17.3K+ 15.85% |
$432K - $460K
|
127K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.3KNew |
$430K - $458K
|
17.3K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.1K+ 75.82% |
$427K - $454K
|
39.8K
$1.12M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.7KNew |
$416K - $443K
|
16.7K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16.4KNew |
$409K - $435K
|
16.4K
$463K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15.9K+ 3.25% |
$396K - $422K
|
505K
$14.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
15.3KNew |
$381K - $406K
|
15.3K
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
14.1K+ 35.47% |
$350K - $372K
|
53.7K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 11.01% |
$335K - $356K
|
136K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 4.97% |
$319K - $339K
|
271K
$7.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
12.5K+ 42.32% |
$311K - $331K
|
42.1K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$303K - $323K
|
12.2K
$343K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 99.51% |
$288K - $307K
|
23.2K
$654K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.5KNew |
$285K - $304K
|
11.5K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
11.2K+ 3.72% |
$279K - $297K
|
313K
$8.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$272K - $290K
|
10.9K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.62KNew |
$214K - $228K
|
8.62K
$243K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.61K+ 19.71% |
$214K - $228K
|
52.3K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.43KNew |
$210K - $223K
|
8.43K
$238K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.77K+ 14.69% |
$193K - $206K
|
60.6K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.67K+ 93.24% |
$191K - $203K
|
15.9K
$448K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.29KNew |
$181K - $193K
|
7.29K
$205K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.07K+ 20.32% |
$176K - $187K
|
41.9K
$1.18M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7.05K+ 8.83% |
$175K - $187K
|
86.9K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7.05K+ 8.83% |
$175K - $187K
|
86.9K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.64K+ 5.26% |
$165K - $176K
|
133K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
6K+ 11.28% |
$149K - $159K
|
59.2K
$1.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.66K+ 0.82% |
$141K - $150K
|
698K
$19.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.59K+ 11.56% |
$139K - $148K
|
53.9K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.5K+ 15.98% |
$137K - $146K
|
39.9K
$1.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
5.25K+ 2.24% |
$131K - $139K
|
239K
$6.74M
|