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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.4K- 0.47% |
$89.9K - $102K
|
720K
$19.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.99K- 30.08% |
$106K - $119K
|
9.28K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.73K- 3.64% |
$125K - $141K
|
125K
$3.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.99K- 5.19% |
$132K - $149K
|
91.1K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 7.12% |
$133K - $150K
|
65.6K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.48K- 25.56% |
$145K - $164K
|
16K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.75K- 38.46% |
$152K - $172K
|
9.21K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.76K- 3.41% |
$152K - $172K
|
163K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 3.31% |
$155K - $176K
|
172K
$4.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-6.04K- 23.44% |
$160K - $180K
|
19.7K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.22K- 33.19% |
$164K - $186K
|
12.5K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.7K- 21.03% |
$177K - $200K
|
25.2K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.49K- 1.69% |
$198K - $224K
|
436K
$12.1M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.54K- 15.16% |
$199K - $225K
|
42.2K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.79K- 1.84% |
$206K - $233K
|
415K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.85K- 12.67% |
$207K - $234K
|
54.1K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.91K- 3.72% |
$209K - $236K
|
204K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-12K- 44.53% |
$318K - $359K
|
15K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.2K- 14.09% |
$375K - $423K
|
86.4K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-15.4K- 13.26% |
$407K - $460K
|
101K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-17.3K- 13.01% |
$457K - $517K
|
116K
$3.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.2K- 4.01% |
$506K - $572K
|
458K
$12.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19.3K- 9.84% |
$509K - $575K
|
176K
$4.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-20.6K- 5.97% |
$544K - $614K
|
324K
$8.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.3K- 28.69% |
$590K - $666K
|
55.5K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.9K- 24.04% |
$605K - $684K
|
72.3K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-35.8K- 29.06% |
$947K - $1.07M
|
87.5K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-38.7K- 9.42% |
$1.02M - $1.16M
|
373K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47K- 98.85% |
$1.24M - $1.4M
|
549
$15.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-49K- 6.87% |
$1.29M - $1.46M
|
664K
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49.7K- 21.13% |
$1.31M - $1.48M
|
186K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-71.1K- 41.15% |
$1.88M - $2.12M
|
102K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-76.6K- 76.1% |
$2.02M - $2.29M
|
24K
$665K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-114K- 94.14% |
$3.02M - $3.41M
|
7.11K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-114K- 62.54% |
$3.03M - $3.42M
|
68.6K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.3M- 20.92% |
$34.4M - $38.8M
|
4.91M
$136M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.35M- 20.47% |
$35.7M - $40.4M
|
5.25M
$145M
|