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 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.66KNew |
$213K - $229K
|
8.66K
$240K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.65KNew |
$212K - $228K
|
8.65K
$239K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.2KNew |
$201K - $216K
|
8.2K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.81K+ 89.96% |
$192K - $206K
|
16.5K
$456K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.13K+ 31.44% |
$175K - $188K
|
29.8K
$824K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
6.92K+ 34.22% |
$170K - $183K
|
27.1K
$750K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.24KNew |
$129K - $138K
|
5.24K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.8K+ 34.18% |
$68.6K - $73.9K
|
11K
$304K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
2.25K+ 7.37% |
$55.2K - $59.4K
|
32.8K
$907K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 14.29% |
$49.1K - $52.8K
|
16K
$442K
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 0.76% |
$41.3K - $44.5K
|
222K
$6.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.56K+ 238.17% |
$38.3K - $41.2K
|
2.22K
$61.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.23K+ 2.28% |
$30.1K - $32.4K
|
55K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.21K+ 2.11% |
$29.7K - $32K
|
58.6K
$1.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$29.5K - $31.8K
|
1.2K
$33.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
911+ 5.49% |
$22.3K - $24.1K
|
17.5K
$484K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
890New |
$21.8K - $23.5K
|
890
$24.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
665+ 3.37% |
$16.3K - $17.6K
|
20.4K
$563K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
544+ 3.47% |
$13.3K - $14.4K
|
16.2K
$448K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
348New |
$8.54K - $9.19K
|
348
$9.62K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
335+ 2.12% |
$8.22K - $8.84K
|
16.2K
$447K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
267+ 37.61% |
$6.55K - $7.05K
|
977
$27K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
222+ 1.89% |
$5.45K - $5.86K
|
12K
$331K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
161+ 0.41% |
$3.95K - $4.25K
|
39.3K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
104+ 0.2% |
$2.55K - $2.75K
|
51.1K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
72New |
$1.77K - $1.9K
|
72
$1.99K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
70+ 1.11% |
$1.72K - $1.85K
|
6.37K
$176K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27New |
$662 - $713
|
27
$747
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.48% |
$343 - $370
|
2.95K
$81.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7New |
$172 - $185
|
7
$194
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$147 - $158
|
3.03K
$83.8K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.05% |
$24.5 - $26.4
|
2.22K
$61.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-34- 51.52% |
$834 - $898
|
32
$885
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-55Closed |
$1.35K - $1.45K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-116- 11.47% |
$2.85K - $3.06K
|
895
$24.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-173Closed |
$4.24K - $4.57K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-359- 27.09% |
$8.81K - $9.48K
|
966
$26.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-423- 0.03% |
$10.4K - $11.2K
|
1.5M
$41.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-460- 53.49% |
$11.3K - $12.1K
|
400
$11.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-683- 10.51% |
$16.8K - $18K
|
5.81K
$161K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.12K- 1.6% |
$27.4K - $29.5K
|
68.7K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.26K- 1.95% |
$30.8K - $33.1K
|
63.2K
$1.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-3.23K- 31.96% |
$79.3K - $85.3K
|
6.88K
$190K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.5K- 2.87% |
$85.7K - $92.3K
|
118K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.75K- 26.08% |
$92K - $99K
|
10.6K
$294K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.58KClosed |
$112K - $121K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-6.51K- 9.16% |
$160K - $172K
|
64.6K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.48KClosed |
$208K - $224K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.1KClosed |
$223K - $240K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.51KClosed |
$233K - $251K
|
0
$0
|