Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
441KNew |
$11.6M - $13.2M
|
441K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
401K+ 11.87% |
$10.6M - $12M
|
3.78M
$104M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
268K+ 226.01% |
$7.07M - $7.99M
|
386K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
191K+ 24.4% |
$5.04M - $5.7M
|
972K
$26.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
178KNew |
$4.72M - $5.33M
|
178K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
142K+ 325.82% |
$3.75M - $4.24M
|
185K
$5.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
137KNew |
$3.63M - $4.1M
|
137K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
121KNew |
$3.2M - $3.62M
|
121K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53.3KNew |
$1.41M - $1.59M
|
53.3K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.9K+ 21.6% |
$1.05M - $1.19M
|
225K
$6.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
37.5K+ 4.67% |
$990K - $1.12M
|
839K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
35.4KNew |
$936K - $1.06M
|
35.4K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
31.3K+ 7.35% |
$827K - $934K
|
457K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
28.2K+ 3.82% |
$744K - $841K
|
765K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.2K+ 8.93% |
$639K - $722K
|
295K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.9K+ 0.16% |
$631K - $713K
|
14.8M
$408M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
23.9K+ 6.99% |
$631K - $713K
|
366K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.4K+ 10.07% |
$592K - $669K
|
245K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.6K+ 8.86% |
$545K - $616K
|
253K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.5K+ 24.14% |
$515K - $582K
|
100K
$2.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.5K+ 20.9% |
$515K - $582K
|
113K
$3.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
18.1K+ 21.74% |
$479K - $541K
|
101K
$2.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.7KNew |
$467K - $527K
|
17.7K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
15.3K+ 13.98% |
$405K - $457K
|
125K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15.1KNew |
$400K - $452K
|
15.1K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15KNew |
$396K - $447K
|
15K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14.8K+ 13.2% |
$392K - $443K
|
127K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.6KNew |
$361K - $408K
|
13.6K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 46.83% |
$350K - $395K
|
41.5K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13K+ 66.7% |
$344K - $389K
|
32.6K
$900K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3KNew |
$326K - $368K
|
12.3K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 81.89% |
$324K - $366K
|
27.2K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
11.7KNew |
$310K - $350K
|
11.7K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$308K - $348K
|
11.7K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.85K+ 19.18% |
$260K - $294K
|
61.2K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.27KNew |
$219K - $247K
|
8.27K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.06KNew |
$213K - $241K
|
8.06K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.61K+ 13.98% |
$201K - $227K
|
62.1K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.58KNew |
$200K - $226K
|
7.58K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.28KNew |
$192K - $217K
|
7.28K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.01K+ 23.78% |
$185K - $209K
|
36.5K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7KNew |
$185K - $209K
|
7K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.45K+ 1.16% |
$170K - $193K
|
560K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.4K+ 7.84% |
$169K - $191K
|
88K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.49K+ 51.52% |
$145K - $164K
|
16.1K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.32K+ 44.21% |
$114K - $129K
|
14.1K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 5.27% |
$96.8K - $109K
|
73.1K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.65K+ 3.62% |
$96.5K - $109K
|
104K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.29K+ 3.08% |
$86.9K - $98.2K
|
110K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.09K+ 7.96% |
$81.7K - $92.4K
|
41.9K
$1.16M
|