Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.32M+ 12080.66% |
$65.6M - $78.6M
|
3.35M
$94.9M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
608K+ 361.94% |
$12M - $14.4M
|
776K
$22M
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
510KNew |
$10.1M - $12.1M
|
510K
$14.5M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
509K+ 3.86% |
$10.1M - $12.1M
|
13.7M
$388M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
421K+ 55.69% |
$8.32M - $9.96M
|
1.18M
$33.3M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
342K+ 944.33% |
$6.76M - $8.1M
|
378K
$10.7M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
295KNew |
$5.84M - $6.99M
|
295K
$8.37M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
291KNew |
$5.75M - $6.89M
|
291K
$8.25M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
283KNew |
$5.59M - $6.69M
|
283K
$8.02M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
228K+ 8.61% |
$4.5M - $5.39M
|
2.87M
$81.4M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
134K+ 38.07% |
$2.64M - $3.16M
|
485K
$13.7M
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
110K+ 647.99% |
$2.17M - $2.6M
|
127K
$3.59M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
109K+ 724.56% |
$2.16M - $2.59M
|
124K
$3.53M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 0.93% |
$2.11M - $2.53M
|
11.6M
$329M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
95.1K+ 54.57% |
$1.88M - $2.25M
|
269K
$7.64M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
85.1KNew |
$1.68M - $2.01M
|
85.1K
$2.41M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
83.6KNew |
$1.65M - $1.98M
|
83.6K
$2.37M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
78.5KNew |
$1.55M - $1.86M
|
78.5K
$2.22M
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
47.1K+ 72.51% |
$932K - $1.12M
|
112K
$3.18M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
43.9K+ 23.31% |
$867K - $1.04M
|
232K
$6.58M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.6K+ 165.54% |
$862K - $1.03M
|
69.9K
$1.98M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
34.8KNew |
$688K - $823K
|
34.8K
$986K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.1K+ 30.04% |
$673K - $806K
|
147K
$4.18M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
33.8K+ 2.53% |
$667K - $799K
|
1.37M
$38.7M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
29.3K+ 32.71% |
$580K - $694K
|
119K
$3.37M
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
29.2K+ 2.76% |
$577K - $691K
|
1.09M
$30.8M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
29K+ 4.96% |
$573K - $686K
|
614K
$17.4M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28.8K+ 26.19% |
$569K - $681K
|
139K
$3.93M
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
28.7KNew |
$568K - $680K
|
28.7K
$814K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28.3K+ 5.07% |
$559K - $670K
|
586K
$16.6M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
27.9K+ 57.22% |
$552K - $661K
|
76.8K
$2.18M
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
27.1KNew |
$537K - $642K
|
27.1K
$769K
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
25.6K+ 891.65% |
$507K - $607K
|
28.5K
$808K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.6KNew |
$506K - $606K
|
25.6K
$726K
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
24.3K+ 1.3% |
$481K - $576K
|
1.89M
$53.7M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.6KNew |
$446K - $534K
|
22.6K
$640K
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22K+ 1.3% |
$436K - $522K
|
1.72M
$48.7M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
20.9KNew |
$413K - $495K
|
20.9K
$593K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.9KNew |
$413K - $495K
|
20.9K
$593K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.2KNew |
$379K - $453K
|
19.2K
$543K
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
18.7KNew |
$370K - $443K
|
18.7K
$530K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
18K+ 12.72% |
$356K - $426K
|
159K
$4.52M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 11.79% |
$314K - $376K
|
151K
$4.27M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8KNew |
$313K - $375K
|
15.8K
$449K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.6KNew |
$308K - $368K
|
15.6K
$441K
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
15.1KNew |
$298K - $357K
|
15.1K
$428K
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.5K+ 5.06% |
$287K - $343K
|
301K
$8.54M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14.3KNew |
$282K - $338K
|
14.3K
$405K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9K+ 77.57% |
$274K - $328K
|
31.8K
$901K
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
13.6K+ 6.63% |
$269K - $322K
|
218K
$6.19M
|