Purchases and Sales Made in Q4 2023 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 2023. 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 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
984K+ 228.08% |
$23.6M - $26.3M
|
1.42M
$40.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
833KNew |
$19.9M - $22.3M
|
833K
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
314K+ 2.21% |
$7.52M - $8.39M
|
14.5M
$412M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
272KNew |
$6.51M - $7.26M
|
272K
$7.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
257KNew |
$6.14M - $6.86M
|
257K
$7.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
178K+ 495.77% |
$4.26M - $4.76M
|
214K
$6.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
147KNew |
$3.53M - $3.93M
|
147K
$4.18M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
131K+ 93.81% |
$3.14M - $3.5M
|
271K
$7.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
104K+ 631.14% |
$2.48M - $2.77M
|
120K
$3.41M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
100KNew |
$2.4M - $2.68M
|
100K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
99.8K+ 69.86% |
$2.39M - $2.67M
|
243K
$6.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
78KNew |
$1.87M - $2.08M
|
78K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75KNew |
$1.8M - $2M
|
75K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
72.9K+ 11.85% |
$1.75M - $1.95M
|
689K
$19.5M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
61.2K+ 245.53% |
$1.47M - $1.64M
|
86.1K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
61.2K+ 245.53% |
$1.47M - $1.64M
|
86.1K
$2.44M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
51KNew |
$1.22M - $1.36M
|
51K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
50.9KNew |
$1.22M - $1.36M
|
50.9K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
47.9KNew |
$1.15M - $1.28M
|
47.9K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
35.7K+ 153.87% |
$854K - $954K
|
58.9K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
33.2KNew |
$795K - $888K
|
33.2K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29.9K+ 8.37% |
$717K - $800K
|
388K
$11M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29.3KNew |
$703K - $784K
|
29.3K
$832K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
28.8K+ 142.71% |
$689K - $769K
|
49K
$1.39M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
28.6K+ 22.35% |
$686K - $766K
|
157K
$4.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
28.2K+ 8.23% |
$675K - $753K
|
371K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
28KNew |
$670K - $748K
|
28K
$793K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
25.1KNew |
$601K - $671K
|
25.1K
$712K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
24.9KNew |
$596K - $666K
|
24.9K
$706K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
23.9KNew |
$571K - $638K
|
23.9K
$676K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.2KNew |
$388K - $433K
|
16.2K
$459K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15.9K+ 3.14% |
$380K - $424K
|
521K
$14.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
15.7KNew |
$376K - $420K
|
15.7K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.4KNew |
$368K - $411K
|
15.4K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
15.1KNew |
$362K - $404K
|
15.1K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.4K+ 34.23% |
$345K - $385K
|
56.5K
$1.6M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.5K+ 2.09% |
$323K - $361K
|
659K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12.5K+ 14.36% |
$299K - $333K
|
99.4K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 25.87% |
$297K - $332K
|
60.4K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$296K - $331K
|
12.4K
$351K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.7K+ 139.28% |
$281K - $314K
|
20.2K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7KNew |
$281K - $313K
|
11.7K
$332K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.4KNew |
$274K - $306K
|
11.4K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.3KNew |
$269K - $301K
|
11.3K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11KNew |
$263K - $294K
|
11K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.62K+ 14.82% |
$230K - $257K
|
74.5K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.53KNew |
$228K - $255K
|
9.53K
$270K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.96K+ 14.78% |
$215K - $239K
|
69.6K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.65KNew |
$207K - $231K
|
8.65K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.55KNew |
$205K - $228K
|
8.55K
$242K
|