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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.49KNew |
$203K - $227K
|
8.49K
$235K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
7.83KNew |
$187K - $209K
|
7.83K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.55K+ 1.08% |
$181K - $202K
|
706K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
7.11K+ 16.91% |
$170K - $190K
|
49.2K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.36K+ 3.84% |
$152K - $170K
|
172K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.65K+ 2.68% |
$135K - $151K
|
216K
$5.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.49K+ 2.73% |
$131K - $147K
|
207K
$5.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.35K+ 0.76% |
$128K - $143K
|
706K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.01K+ 20.56% |
$120K - $134K
|
29.4K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.94K+ 25.07% |
$118K - $132K
|
24.6K
$681K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.47K+ 2.67% |
$107K - $119K
|
172K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.11K+ 3.09% |
$98.3K - $110K
|
137K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.98KNew |
$95.2K - $106K
|
3.98K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.81K+ 37.99% |
$91.3K - $102K
|
13.9K
$383K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.66K+ 14.1% |
$87.5K - $97.7K
|
29.6K
$818K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3.42K+ 95.19% |
$81.9K - $91.5K
|
7.02K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.33K+ 33.75% |
$79.6K - $88.8K
|
13.2K
$364K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.29K+ 3.41% |
$78.8K - $87.9K
|
99.8K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.14K+ 7.91% |
$75.2K - $84K
|
42.9K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.93K+ 6.14% |
$70.2K - $78.3K
|
50.7K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.53K+ 15.94% |
$60.6K - $67.7K
|
18.4K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.42K+ 1.78% |
$57.9K - $64.6K
|
138K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 9.84% |
$52.1K - $58.1K
|
24.3K
$671K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2KNew |
$47.9K - $53.4K
|
2K
$55.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 10.01% |
$41.5K - $46.3K
|
19K
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.62K+ 11.33% |
$38.7K - $43.2K
|
15.9K
$440K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 5.67% |
$32.5K - $36.3K
|
25.3K
$700K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 4.6% |
$28.7K - $32K
|
27.3K
$754K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 7456.25% |
$28.6K - $31.9K
|
1.21K
$33.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
823+ 6.53% |
$19.7K - $22K
|
13.4K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
721+ 1.13% |
$17.3K - $19.3K
|
64.4K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
676+ 1.3% |
$16.2K - $18.1K
|
52.8K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
573+ 4.74% |
$13.7K - $15.3K
|
12.7K
$350K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
530New |
$12.7K - $14.2K
|
530
$14.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
525+ 0.85% |
$12.6K - $14K
|
62.5K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
506+ 2.35% |
$12.1K - $13.5K
|
22.1K
$610K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
499+ 1.4% |
$11.9K - $13.3K
|
36.2K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
460+ 1.83% |
$11K - $12.3K
|
25.6K
$708K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
404New |
$9.67K - $10.8K
|
404
$11.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
398+ 3.58% |
$9.53K - $10.6K
|
11.5K
$319K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
380+ 4.21% |
$9.1K - $10.2K
|
9.4K
$260K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
375New |
$8.98K - $10K
|
375
$10.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
331New |
$7.92K - $8.84K
|
331
$9.15K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
226New |
$5.41K - $6.04K
|
226
$6.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
135New |
$3.23K - $3.61K
|
135
$3.73K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
128+ 9.19% |
$3.06K - $3.42K
|
1.52K
$42.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
98New |
$2.35K - $2.62K
|
98
$2.71K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
88+ 4.4% |
$2.11K - $2.35K
|
2.09K
$57.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86New |
$2.06K - $2.3K
|
86
$2.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
71New |
$1.7K - $1.9K
|
71
$1.96K
|