Purchases and Sales Made in Q4 2023 in Ishares Core Msci Intl Develop (IDEV)
This table provides information about the institutional ownership of Ishares Core Msci Intl Develop (IDEV) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE MSCI INTL DEVELOP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.71M+ 9.01% |
$150M - $173M
|
32.8M
$2.11B
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.8M+ 10.0% |
$99.7M - $115M
|
19.8M
$1.27B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
681K+ 290.49% |
$37.8M - $43.5M
|
916K
$58.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
649K+ 898.71% |
$36M - $41.4M
|
721K
$46.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
460K+ 12.86% |
$25.5M - $29.3M
|
4.04M
$260M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
448K+ 36.12% |
$24.9M - $28.6M
|
1.69M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
444K+ 1783.09% |
$24.6M - $28.3M
|
468K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
366K+ 4.43% |
$20.3M - $23.4M
|
8.65M
$556M
|
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
234KNew |
$13M - $14.9M
|
234K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
202K+ 1.12% |
$11.2M - $12.9M
|
18.2M
$1.17B
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
150KNew |
$8.32M - $9.57M
|
150K
$9.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
134KNew |
$7.4M - $8.52M
|
134K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 34.99% |
$6.98M - $8.03M
|
485K
$31.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
121KNew |
$6.72M - $7.73M
|
121K
$7.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
112K+ 1314.29% |
$6.18M - $7.11M
|
120K
$7.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
111K+ 8.67% |
$6.17M - $7.1M
|
1.4M
$89.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
106K+ 14.73% |
$5.86M - $6.74M
|
823K
$52.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104KNew |
$5.76M - $6.62M
|
104K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
101KNew |
$5.59M - $6.43M
|
101K
$6.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
100K+ 61.97% |
$5.57M - $6.41M
|
263K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
99.3K+ 8.74% |
$5.51M - $6.33M
|
1.24M
$79.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
93.7KNew |
$5.19M - $5.97M
|
93.7K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
92.7K+ 107.05% |
$5.14M - $5.91M
|
179K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
88.4K+ 8.82% |
$4.9M - $5.64M
|
1.09M
$70.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
84.2K+ 6.47% |
$4.67M - $5.37M
|
1.39M
$89.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
78.8K+ 1167.8% |
$4.37M - $5.03M
|
85.6K
$5.51M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
76.8K+ 127.7% |
$4.26M - $4.9M
|
137K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
69.2KNew |
$3.84M - $4.42M
|
69.2K
$4.46M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
68.2KNew |
$3.78M - $4.35M
|
68.2K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
60.3KNew |
$3.34M - $3.85M
|
60.3K
$3.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
57KNew |
$3.16M - $3.64M
|
57K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
56.8K+ 4.48% |
$3.15M - $3.62M
|
1.32M
$85.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
51.8KNew |
$2.87M - $3.31M
|
51.8K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
48.4KNew |
$2.69M - $3.09M
|
48.4K
$3.12M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
46.3KNew |
$2.57M - $2.95M
|
46.3K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.9K+ 5.7% |
$2.49M - $2.86M
|
833K
$53.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
43.4KNew |
$2.41M - $2.77M
|
43.4K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40.7KNew |
$2.26M - $2.6M
|
40.7K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
39.8KNew |
$2.2M - $2.54M
|
39.8K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
38.5K+ 52.92% |
$2.14M - $2.46M
|
111K
$7.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37K+ 122.02% |
$2.05M - $2.36M
|
67.4K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
35.5K+ 6.23% |
$1.97M - $2.27M
|
606K
$39M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
31.7K+ 31.12% |
$1.75M - $2.02M
|
133K
$8.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.3KNew |
$1.68M - $1.93M
|
30.3K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
29K+ 3.01% |
$1.61M - $1.85M
|
992K
$63.8M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.1KNew |
$1.56M - $1.79M
|
28.1K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
27.5K+ 1.85% |
$1.53M - $1.76M
|
1.52M
$97.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.4KNew |
$1.41M - $1.62M
|
25.4K
$1.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$1.39M - $1.6M
|
25.2K
$1.62M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
23.6KNew |
$1.31M - $1.5M
|
23.6K
$1.52M
|