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 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
145
+ 1.03%
$3.61K - $3.84K
14.3K $396K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
139
+ 32.25%
$3.46K - $3.68K
570 $15.8K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
133
+ 0.61%
$3.31K - $3.52K
22.1K $612K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
125
New
$3.11K - $3.31K
125 $3.46K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
81
+ 78.64%
$2.02K - $2.15K
184 $5.1K
Nov 14, 2023 Q3 2023
Clayton Partners LLC

Berkeley, CA
BUY
 -
59
+ 0.07%
$1.47K - $1.56K
88.9K $2.46M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
55
New
$1.37K - $1.46K
55 $1.52K
Oct 16, 2023 Q3 2023
One Advisory Partners, LLC

BUY
 -
29
+ 0.03%
$722 - $769
83.9K $2.32M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
13
+ 0.17%
$324 - $345
7.68K $213K
Oct 12, 2023 Q3 2023
G&S Capital LLC

BUY
 -
13
+ 0.03%
$324 - $345
39.4K $1.09M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-48
- 0.21%
$1.19K - $1.27K
23K $638K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

SELL
 -
-99
- 0.28%
$2.46K - $2.62K
35.7K $989K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-100
- 5.27%
$2.49K - $2.65K
1.8K $49.8K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-123
- 1.43%
$3.06K - $3.26K
8.46K $234K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

SELL
 -
-227
- 10.2%
$5.65K - $6.02K
2K $55.4K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-239
- 1.21%
$5.95K - $6.33K
19.6K $543K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-281
- 0.58%
$6.99K - $7.45K
47.8K $1.32M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-305
- 1.52%
$7.59K - $8.08K
19.7K $546K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

SELL
 -
-400
- 13.76%
$9.96K - $10.6K
2.51K $69.4K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

SELL
 -
-468
- 1.9%
$11.6K - $12.4K
24.2K $671K
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

SELL
 -
-505
- 1.97%
$12.6K - $13.4K
25.1K $696K
Oct 20, 2023 Q3 2023
Hemington Wealth Management

SELL
 -
-550
- 1.13%
$13.7K - $14.6K
48.1K $1.33M
Oct 18, 2023 Q3 2023
Ironwood Wealth Management, Inc.

SELL
 -
-561
- 0.2%
$14K - $14.9K
286K $7.93M
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

SELL
 -
-629
- 6.52%
$15.7K - $16.7K
9.02K $250K
Nov 07, 2023 Q3 2023
Intelligence Driven Advisers, LLC

SELL
 -
-752
- 1.87%
$18.7K - $19.9K
39.4K $1.09M
Oct 24, 2023 Q3 2023
Shore Haven Wealth Partners, LLC

SELL
 -
-758
- 0.48%
$18.9K - $20.1K
156K $4.31M
Nov 15, 2023 Q3 2023
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-863
- 3.22%
$21.5K - $22.9K
25.9K $718K
Nov 02, 2023 Q3 2023
Capital Performance Advisors LLP

SELL
 -
-1.1K
- 6.37%
$27.4K - $29.2K
16.2K $448K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

SELL
 -
-1.41K
- 15.1%
$35K - $37.3K
7.91K $219K
Nov 13, 2023 Q3 2023
Scs Capital Management LLC

Boston, MA
SELL
 -
-1.84K
- 0.58%
$45.7K - $48.7K
316K $8.75M
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

SELL
 -
-2.04K
- 7.05%
$50.7K - $54K
26.9K $745K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-2.5K
- 20.24%
$62.2K - $66.3K
9.85K $273K
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
SELL
 -
-2.6K
- 10.76%
$64.7K - $68.9K
21.6K $597K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

SELL
 -
-2.64K
- 9.92%
$65.7K - $70K
24K $664K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-3.27K
- 11.68%
$81.3K - $86.5K
24.7K $684K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-4.1K
- 9.63%
$102K - $109K
38.4K $1.07M
Oct 27, 2023 Q3 2023
Briggs Advisory Group, Inc.

SELL
 -
-4.17K
- 12.93%
$104K - $111K
28.1K $778K
Nov 08, 2023 Q3 2023
Plancorp, LLC

SELL
 -
-4.48K
- 1.29%
$112K - $119K
343K $9.49M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-4.8K
- 0.92%
$119K - $127K
514K $14.2M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-5.66K
- 11.19%
$141K - $150K
44.9K $1.24M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-5.8K
- 0.63%
$144K - $154K
916K $25.4M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-7.37K
- 10.37%
$183K - $195K
63.7K $1.77M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-9.18K
- 10.84%
$229K - $243K
75.6K $2.09M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

SELL
 -
-10.2K
- 8.13%
$253K - $269K
115K $3.18M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

SELL
 -
-10.5K
- 7.18%
$262K - $279K
136K $3.76M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-14.2K
- 6.32%
$354K - $377K
211K $5.84M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

SELL
 -
-16.7K
- 9.95%
$415K - $442K
151K $4.18M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-25.3K
- 3.94%
$629K - $669K
616K $17.1M
Oct 30, 2023 Q3 2023
Ackerman Capital Advisors, LLC

SELL
 -
-26.5K
- 5.36%
$659K - $702K
468K $13M

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