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 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-6.81K- 14.89% |
$135K - $161K
|
38.9K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.02K- 5.8% |
$139K - $166K
|
114K
$3.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.26K- 9.43% |
$143K - $172K
|
69.7K
$1.95M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.41K- 74.64% |
$146K - $175K
|
2.52K
$70.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-8.81K- 16.89% |
$174K - $208K
|
43.3K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-8.91K- 1.92% |
$176K - $211K
|
454K
$12.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-9.75K- 34.58% |
$193K - $231K
|
18.4K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.1K- 10.31% |
$199K - $239K
|
87.7K
$2.46M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14.2K- 20.48% |
$280K - $335K
|
55K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-15.3K- 54.57% |
$303K - $362K
|
12.7K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.3K- 34.39% |
$361K - $432K
|
34.8K
$976K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-19.9K- 4.95% |
$393K - $470K
|
381K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20.4K- 5.9% |
$404K - $483K
|
326K
$9.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.5K- 46.33% |
$405K - $485K
|
23.7K
$665K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-26.6KClosed |
$526K - $630K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-27K- 8.97% |
$534K - $639K
|
274K
$7.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-29K- 3.48% |
$574K - $688K
|
806K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-37.6K- 95.12% |
$743K - $890K
|
1.93K
$54.1K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-49.2K- 11.33% |
$973K - $1.16M
|
385K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-52.6K- 5.5% |
$1.04M - $1.24M
|
903K
$25.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-55.7K- 15.51% |
$1.1M - $1.32M
|
303K
$8.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.6K- 21.17% |
$1.2M - $1.43M
|
226K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-73.6K- 44.84% |
$1.46M - $1.74M
|
90.5K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-74.3K- 27.84% |
$1.47M - $1.76M
|
193K
$5.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-74.3K- 27.84% |
$1.47M - $1.76M
|
193K
$5.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-183K- 20.11% |
$3.61M - $4.33M
|
726K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-206K- 71.51% |
$4.08M - $4.89M
|
82.2K
$2.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-243K- 59.28% |
$4.8M - $5.74M
|
167K
$4.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-337K- 89.49% |
$6.66M - $7.97M
|
39.6K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-490K- 4.17% |
$9.7M - $11.6M
|
11.3M
$315M
|