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 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.08K+ 6.03% |
$81.3K - $91.8K
|
54.1K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 22.8% |
$79.7K - $90.1K
|
16.2K
$449K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.65K+ 18.58% |
$69.9K - $79K
|
16.9K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.5K+ 12.71% |
$66.1K - $74.7K
|
22.2K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.48K+ 6.73% |
$65.6K - $74.1K
|
39.3K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.27K+ 0.84% |
$60K - $67.8K
|
273K
$7.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.27K+ 6.02% |
$59.9K - $67.7K
|
39.9K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.26KNew |
$59.7K - $67.5K
|
2.26K
$62.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.24KNew |
$59.3K - $66.9K
|
2.24K
$62K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.11K+ 8.84% |
$55.8K - $63K
|
26K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.1K+ 13.94% |
$55.4K - $62.6K
|
17.1K
$474K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.08K+ 4.44% |
$55K - $62.1K
|
48.9K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.93K+ 24.5% |
$51K - $57.6K
|
9.8K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.92KNew |
$50.7K - $57.3K
|
1.92K
$53.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 1.05% |
$49.2K - $55.5K
|
179K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.82K+ 379.0% |
$48.2K - $54.4K
|
2.3K
$63.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$41.5K - $46.9K
|
1.57K
$43.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.56K+ 20.51% |
$41.2K - $46.5K
|
9.15K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.45K+ 3.41% |
$38.3K - $43.3K
|
44.1K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.44K+ 4.51% |
$37.9K - $42.8K
|
33.2K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 2.77% |
$32K - $36.2K
|
45K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.19K+ 5.12% |
$31.5K - $35.6K
|
24.5K
$676K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
1.09K+ 9.59% |
$28.7K - $32.4K
|
12.4K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
924New |
$24.4K - $27.6K
|
924
$25.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
865New |
$22.9K - $25.8K
|
865
$23.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
840+ 5.56% |
$22.2K - $25.1K
|
15.9K
$441K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
783+ 0.99% |
$20.7K - $23.4K
|
79.8K
$2.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
763+ 3.16% |
$20.2K - $22.8K
|
24.9K
$690K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
749+ 3.03% |
$19.8K - $22.4K
|
25.5K
$704K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
599+ 0.71% |
$15.8K - $17.9K
|
85.4K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
564+ 13.39% |
$14.9K - $16.8K
|
4.78K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
516+ 1.54% |
$13.6K - $15.4K
|
34.1K
$943K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
494+ 3.5% |
$13.1K - $14.8K
|
14.6K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
400+ 4.91% |
$10.6K - $11.9K
|
8.55K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
350New |
$9.25K - $10.5K
|
350
$9.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
314New |
$8.3K - $9.38K
|
314
$8.68K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
314+ 1.2% |
$8.3K - $9.38K
|
26.4K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
262New |
$6.92K - $7.82K
|
262
$7.24K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
257+ 1.89% |
$6.79K - $7.67K
|
13.9K
$384K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
228+ 0.86% |
$6.03K - $6.81K
|
26.7K
$738K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
218+ 1.21% |
$5.76K - $6.51K
|
18.3K
$505K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
197+ 6.23% |
$5.21K - $5.88K
|
3.36K
$92.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
187+ 0.71% |
$4.94K - $5.58K
|
26.5K
$733K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
182New |
$4.81K - $5.43K
|
182
$5.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
158New |
$4.18K - $4.72K
|
158
$4.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118+ 1.33% |
$3.12K - $3.52K
|
8.96K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114+ 0.83% |
$3.01K - $3.4K
|
13.9K
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
66+ 0.13% |
$1.74K - $1.97K
|
50.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
56New |
$1.48K - $1.67K
|
56
$1.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
38+ 0.09% |
$1K - $1.13K
|
40.4K
$1.12M
|