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 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31+ 0.01% |
$819 - $926
|
241K
$6.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25New |
$661 - $747
|
25
$691
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12New |
$317 - $358
|
12
$332
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1New |
$26.4 - $29.9
|
1
$27.7
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-57- 21.67% |
$1.51K - $1.7K
|
206
$5.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-115- 0.73% |
$3.04K - $3.43K
|
15.7K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-116- 0.93% |
$3.07K - $3.46K
|
12.4K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-121- 1.04% |
$3.2K - $3.61K
|
11.5K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-135- 1.05% |
$3.57K - $4.03K
|
12.7K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-189- 0.72% |
$5K - $5.64K
|
25.9K
$716K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-193- 1.96% |
$5.1K - $5.76K
|
9.65K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-210- 2.91% |
$5.55K - $6.27K
|
7.01K
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-216- 25.15% |
$5.71K - $6.45K
|
643
$17.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-227- 0.67% |
$6K - $6.78K
|
33.5K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-258- 0.13% |
$6.82K - $7.7K
|
205K
$5.67M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-268- 0.36% |
$7.08K - $8K
|
74.4K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-324- 2.05% |
$8.56K - $9.67K
|
15.5K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-368- 2.61% |
$9.73K - $11K
|
13.7K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-378- 1.34% |
$9.99K - $11.3K
|
27.7K
$767K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-408- 7.78% |
$10.8K - $12.2K
|
4.84K
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-456- 0.16% |
$12.1K - $13.6K
|
289K
$7.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-456- 1.99% |
$12.1K - $13.6K
|
22.4K
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-467- 2.18% |
$12.3K - $13.9K
|
20.9K
$579K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-469- 4.16% |
$12.4K - $14K
|
10.8K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-551- 28.2% |
$14.6K - $16.5K
|
1.4K
$38.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-596- 12.69% |
$15.8K - $17.8K
|
4.1K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-614- 0.96% |
$16.2K - $18.3K
|
63.2K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-626- 33.33% |
$16.5K - $18.7K
|
1.25K
$34.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-660- 3.22% |
$17.4K - $19.7K
|
19.8K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-683- 9.15% |
$18.1K - $20.4K
|
6.79K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-765- 0.87% |
$20.2K - $22.8K
|
87.1K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-866- 3.3% |
$22.9K - $25.9K
|
25.4K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 99.9% |
$27.4K - $31K
|
1
$27.7
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.07K- 0.92% |
$28.4K - $32K
|
115K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.13K- 7.36% |
$29.8K - $33.7K
|
14.2K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.18K- 2.49% |
$31.1K - $35.1K
|
46K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.3K- 0.36% |
$34.3K - $38.8K
|
364K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 0.48% |
$35.9K - $40.6K
|
281K
$7.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 5.28% |
$35.9K - $40.6K
|
24.4K
$674K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.45K- 1.66% |
$38.3K - $43.3K
|
86.1K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.45K- 5.33% |
$38.3K - $43.3K
|
25.8K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.61K- 8.94% |
$42.4K - $47.9K
|
16.4K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.64K- 9.99% |
$43.3K - $49K
|
14.8K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.95K- 5.09% |
$51.6K - $58.3K
|
36.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 3.37% |
$52.9K - $59.7K
|
57.3K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.32K- 5.84% |
$61.4K - $69.3K
|
37.5K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.51K- 15.11% |
$66.3K - $74.9K
|
14.1K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.3K- 5.18% |
$87.3K - $98.6K
|
60.4K
$1.67M
|