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 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 1.41% |
$1.13K - $1.26K
|
3.37K
$95.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
45New |
$1.08K - $1.2K
|
45
$1.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32New |
$766 - $855
|
32
$907
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
31+ 0.06% |
$742 - $828
|
50.5K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 2.34% |
$431 - $481
|
788
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 0.89% |
$383 - $428
|
1.81K
$51.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 2.23% |
$311 - $347
|
596
$16.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
10New |
$239 - $267
|
10
$284
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 2.31% |
$144 - $160
|
266
$7.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 2.33% |
$47.9 - $53.4
|
88
$2.49K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 2.94% |
$47.9 - $53.4
|
70
$1.98K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.01% |
$23.9 - $26.7
|
15.4K
$436K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-76- 0.68% |
$1.82K - $2.03K
|
11.1K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-77- 0.4% |
$1.84K - $2.06K
|
19.3K
$549K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92- 0.33% |
$2.2K - $2.46K
|
28K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-134- 1.46% |
$3.21K - $3.58K
|
9.05K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-147- 1.91% |
$3.52K - $3.93K
|
7.53K
$213K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-178- 0.37% |
$4.26K - $4.76K
|
47.9K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-178- 1.82% |
$4.26K - $4.76K
|
9.6K
$272K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-187- 1.15% |
$4.48K - $5K
|
16.1K
$456K
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-249- 0.09% |
$5.96K - $6.65K
|
286K
$8.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-273Closed |
$6.54K - $7.29K
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-274- 67.82% |
$6.56K - $7.32K
|
130
$3.69K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-377- 1.4% |
$9.03K - $10.1K
|
26.5K
$751K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-488- 11.42% |
$11.7K - $13K
|
3.78K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-501- 2.06% |
$12K - $13.4K
|
23.8K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-645- 5.3% |
$15.4K - $17.2K
|
11.5K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-650- 42.62% |
$15.6K - $17.4K
|
875
$24.8K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-654- 1.79% |
$15.7K - $17.5K
|
35.8K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-689- 11.4% |
$16.5K - $18.4K
|
5.36K
$152K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-711- 1.21% |
$17K - $19K
|
57.9K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-741- 3.1% |
$17.7K - $19.8K
|
23.1K
$656K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-777- 4.02% |
$18.6K - $20.8K
|
18.6K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-902- 0.37% |
$21.6K - $24.1K
|
241K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.03K- 5.37% |
$24.8K - $27.6K
|
18.2K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.25K- 8.15% |
$29.9K - $33.3K
|
14.1K
$399K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 48.75% |
$37.9K - $42.4K
|
1.67K
$47.2K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.84K- 4.68% |
$44.1K - $49.3K
|
37.5K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.05K- 2.44% |
$49.1K - $54.8K
|
81.8K
$2.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.05K- 0.59% |
$49.1K - $54.9K
|
344K
$9.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.4K- 23.46% |
$57.4K - $64.1K
|
7.83K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.47K- 12.62% |
$59.2K - $66.1K
|
17.1K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.48K- 20.85% |
$59.3K - $66.2K
|
9.41K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.56K- 5.7% |
$61.2K - $68.3K
|
42.3K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.71K- 20.81% |
$64.9K - $72.5K
|
10.3K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.76K- 63.68% |
$66.1K - $73.7K
|
1.57K
$44.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.77K- 8.76% |
$66.2K - $73.9K
|
28.8K
$816K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.79K- 1.23% |
$66.7K - $74.4K
|
223K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3K- 12.38% |
$71.8K - $80.2K
|
21.2K
$602K
|