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 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
93New |
$1.84K - $2.2K
|
93
$2.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
91New |
$1.8K - $2.15K
|
91
$2.55K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
73New |
$1.44K - $1.73K
|
73
$2.05K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
68New |
$1.34K - $1.61K
|
68
$1.91K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
60New |
$1.19K - $1.42K
|
60
$1.68K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
53New |
$1.05K - $1.25K
|
53
$1.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34New |
$672 - $805
|
34
$953
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
27New |
$534 - $639
|
27
$757
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
23New |
$455 - $544
|
23
$644
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22+ 0.0% |
$435 - $521
|
481K
$13.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 1.21% |
$178 - $213
|
754
$21.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 2.08% |
$158 - $189
|
376
$10.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-34- 4.0% |
$672 - $805
|
816
$22.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-41- 39.42% |
$811 - $970
|
63
$1.77K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-85- 2.18% |
$1.68K - $2.01K
|
3.81K
$107K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-323- 1.66% |
$6.39K - $7.65K
|
19.1K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-397- 4.66% |
$7.85K - $9.4K
|
8.13K
$228K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-582- 79.95% |
$11.5K - $13.8K
|
146
$4.09K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-589- 3.76% |
$11.6K - $13.9K
|
15.1K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-761- 6.94% |
$15K - $18K
|
10.2K
$286K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-780- 29.43% |
$15.4K - $18.5K
|
1.87K
$52.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-808- 1.29% |
$16K - $19.1K
|
62K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-809- 3.12% |
$16K - $19.1K
|
25.1K
$704K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-921- 5.81% |
$18.2K - $21.8K
|
14.9K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.02K- 3.95% |
$20.2K - $24.2K
|
24.9K
$697K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.13K- 2.6% |
$22.4K - $26.8K
|
42.5K
$1.19M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.3K- 1.84% |
$25.8K - $30.8K
|
69.7K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 1.32% |
$30K - $36K
|
113K
$3.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.61K- 2.46% |
$31.8K - $38.1K
|
63.8K
$1.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.71K- 5.08% |
$33.8K - $40.5K
|
32K
$897K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.01K- 14.75% |
$39.7K - $47.6K
|
11.6K
$326K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-2.21K- 1.51% |
$43.8K - $52.4K
|
144K
$4.03M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 22.01% |
$53K - $63.5K
|
9.5K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.91K- 99.45% |
$57.5K - $68.9K
|
16
$448
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.99K- 3.49% |
$59.2K - $70.8K
|
82.7K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.21K- 21.18% |
$63.5K - $76K
|
12K
$335K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.26K- 6.36% |
$64.4K - $77.1K
|
47.9K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.35K- 7.73% |
$66.2K - $79.3K
|
40K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.54K- 10.66% |
$70.1K - $83.9K
|
29.7K
$833K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.78K- 10.93% |
$74.7K - $89.4K
|
30.8K
$863K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.29K- 9.77% |
$84.9K - $102K
|
39.7K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.82K- 0.78% |
$95.2K - $114K
|
609K
$17.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.83K- 27.63% |
$95.5K - $114K
|
12.7K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 6.96% |
$98K - $117K
|
66.3K
$1.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.09K- 13.01% |
$101K - $121K
|
34.1K
$954K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.74K- 2.99% |
$113K - $136K
|
186K
$5.22M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.07K- 7.99% |
$120K - $144K
|
69.9K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.07K- 4.91% |
$120K - $144K
|
118K
$3.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.36K- 0.84% |
$126K - $151K
|
755K
$21.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.53K- 11.89% |
$129K - $155K
|
48.4K
$1.36M
|