Purchases and Sales Made in Q3 2023 in Ishares Tr Edge Msci Intl Valu (IVLU)

IVLU Quotes by TradingView

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
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
5.25K
+ 2.24%
$131K - $139K
239K $6.63M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.58K
+ 12.2%
$114K - $121K
42.1K $1.17M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.46K
+ 80.02%
$111K - $118K
10K $278K
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
4.33K
+ 35.96%
$108K - $115K
16.4K $453K
Nov 01, 2023 Q3 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
4.05K
+ 1.14%
$101K - $107K
360K $9.96M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
4.01K
+ 19.73%
$99.9K - $106K
24.4K $675K
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
3.52K
+ 1.78%
$87.6K - $93.3K
201K $5.57M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
3.47K
+ 400.46%
$86.3K - $91.9K
4.33K $120K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.39K
+ 21.32%
$84.3K - $89.8K
19.3K $534K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.38K
+ 23.97%
$84K - $89.4K
17.5K $484K
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
3.2K
+ 32.6%
$79.7K - $84.9K
13K $361K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.13K
+ 5.07%
$77.9K - $83K
64.9K $1.8M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
2.47K
+ 15.65%
$61.5K - $65.5K
18.3K $506K
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
2.17K
+ 12.04%
$54K - $57.5K
20.2K $559K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.08K
+ 1.26%
$51.9K - $55.2K
167K $4.63M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
2.08K
+ 0.48%
$51.8K - $55.1K
431K $12M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.94K
+ 4.21%
$48.3K - $51.4K
48K $1.33M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.9K
+ 13.23%
$47.3K - $50.4K
16.3K $451K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.83K
New
$45.5K - $48.5K
1.83K $50.7K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
1.78K
+ 3.13%
$44.2K - $47.1K
58.6K $1.62M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
1.55K
+ 5.16%
$38.6K - $41K
31.6K $875K
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
1.51K
+ 2.98%
$37.6K - $40K
52.2K $1.45M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.45K
+ 80.51%
$36.1K - $38.4K
3.25K $90.1K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
1.39K
New
$34.7K - $36.9K
1.39K $38.6K
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.31K
+ 1.73%
$32.7K - $34.8K
77.2K $2.14M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.11K
+ 22.59%
$27.7K - $29.5K
6.05K $168K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
1.03K
New
$25.6K - $27.3K
1.03K $28.5K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.02K
+ 4.39%
$25.4K - $27.1K
24.3K $673K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
902
+ 0.37%
$22.5K - $23.9K
242K $6.71M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
902
+ 0.37%
$22.5K - $23.9K
242K $6.71M
Nov 13, 2023 Q3 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
860
+ 0.65%
$21.4K - $22.8K
133K $3.68M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
805
+ 0.57%
$20K - $21.3K
143K $3.96M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
775
+ 6.55%
$19.3K - $20.5K
12.6K $349K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
647
New
$16.1K - $17.1K
647 $17.9K
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
591
+ 0.55%
$14.7K - $15.7K
107K $2.97M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
583
+ 5.53%
$14.5K - $15.4K
11.1K $308K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
577
+ 3.6%
$14.4K - $15.3K
16.6K $461K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
553
+ 2.01%
$13.8K - $14.7K
28.1K $777K
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

BUY
 -
459
+ 3.95%
$11.4K - $12.2K
12.1K $335K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
436
+ 40.04%
$10.9K - $11.6K
1.53K $42.3K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
417
+ 0.43%
$10.4K - $11.1K
96.5K $2.67M
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
376
+ 9.65%
$9.36K - $9.96K
4.27K $118K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
329
New
$8.19K - $8.72K
329 $9.12K
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
320
+ 0.88%
$7.96K - $8.48K
36.5K $1.01M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
299
+ 3.37%
$7.44K - $7.92K
9.18K $254K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
273
New
$6.79K - $7.23K
273 $7.56K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
260
New
$6.47K - $6.89K
260 $7.2K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
222
+ 2.04%
$5.53K - $5.88K
11.1K $308K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
196
+ 29.56%
$4.88K - $5.19K
859 $23.8K

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