Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.75MNew |
$43M - $46.3M
|
1.75M
$49.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12M+ 14.0% |
$27.4M - $29.5M
|
9.1M
$255M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
930KNew |
$22.8M - $24.6M
|
930K
$26.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
853K+ 10.09% |
$20.9M - $22.5M
|
9.3M
$261M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
499K+ 4.38% |
$12.2M - $13.2M
|
11.9M
$334M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
386K+ 146.04% |
$9.47M - $10.2M
|
651K
$18.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
371K+ 1460.9% |
$9.09M - $9.78M
|
396K
$11.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
241K+ 29.19% |
$5.91M - $6.36M
|
1.07M
$29.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
187K+ 30.33% |
$4.58M - $4.93M
|
802K
$22.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
135K+ 19.54% |
$3.31M - $3.56M
|
825K
$23.1M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
107KNew |
$2.63M - $2.83M
|
107K
$3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
91.1K+ 110.61% |
$2.24M - $2.41M
|
174K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.4K+ 21.96% |
$2M - $2.15M
|
452K
$12.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
69.4KNew |
$1.7M - $1.83M
|
69.4K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.9K+ 76.93% |
$1.54M - $1.66M
|
145K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.6K+ 254.01% |
$1.34M - $1.44M
|
76K
$2.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.1K+ 233.8% |
$1.21M - $1.3M
|
70.2K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.4K+ 132.44% |
$1.09M - $1.17M
|
77.9K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 23.76% |
$1.04M - $1.12M
|
221K
$6.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
39.4K+ 5.44% |
$967K - $1.04M
|
765K
$21.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35.6K+ 340.43% |
$873K - $939K
|
46K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
35.5K+ 3.04% |
$870K - $937K
|
1.2M
$33.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.4KNew |
$868K - $934K
|
35.4K
$992K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
34.6KNew |
$848K - $912K
|
34.6K
$968K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
34.4KNew |
$843K - $908K
|
34.4K
$963K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32.4KNew |
$794K - $855K
|
32.4K
$907K
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
29.2KNew |
$717K - $771K
|
29.2K
$819K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
27.7K+ 9.92% |
$678K - $730K
|
307K
$8.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$667K - $718K
|
27.2K
$762K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26K+ 4.11% |
$638K - $686K
|
659K
$18.5M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
25.1KNew |
$615K - $662K
|
25.1K
$702K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
24.2K+ 12.79% |
$592K - $638K
|
213K
$5.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23.9KNew |
$587K - $631K
|
23.9K
$670K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.8K+ 3.91% |
$535K - $575K
|
579K
$16.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.6K+ 32.28% |
$529K - $569K
|
88.4K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.4K+ 20.61% |
$426K - $459K
|
102K
$2.85M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
17KNew |
$417K - $449K
|
17K
$477K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
16.9K+ 53.98% |
$416K - $447K
|
48.3K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3KNew |
$375K - $403K
|
15.3K
$428K
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
14.8KNew |
$363K - $391K
|
14.8K
$415K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
14.1K+ 10.03% |
$347K - $373K
|
155K
$4.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.9K+ 1297.1% |
$340K - $366K
|
14.9K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13K+ 77.67% |
$320K - $344K
|
29.8K
$835K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13KNew |
$318K - $342K
|
13K
$363K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
12.5K+ 59.71% |
$307K - $330K
|
33.4K
$937K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.8K+ 4.25% |
$266K - $286K
|
266K
$7.45M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
10.7K+ 2.0% |
$263K - $283K
|
548K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6KNew |
$261K - $281K
|
10.6K
$298K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$261K - $281K
|
10.6K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2K+ 66.19% |
$250K - $269K
|
25.6K
$717K
|