Latest Institutional Transactions on Ishares Tr Intl Developed Smal (ISVL)
This table provides information on the latest institutional transactions involving Ishares Tr Intl Developed Smal (ISVL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
762+ 8.09% |
$25.9K - $29.2K
|
10.2K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-250- 1.94% |
$8.5K - $9.57K
|
12.6K
$456K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944+ 7.55% |
$32.3K - $34.6K
|
13.4K
$485K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.1K+ 24.64% |
$586K - $629K
|
86.7K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$34.2 - $36.7
|
1
$36
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.3KNew |
$351K - $377K
|
10.3K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.1KNew |
$822K - $883K
|
24.1K
$867K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-43- 55.84% |
$1.47K - $1.58K
|
34
$1.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
240+ 16.28% |
$8.2K - $8.81K
|
1.71K
$61.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.41K+ 9.57% |
$48.3K - $51.9K
|
16.2K
$583K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100+ 50.0% |
$3.25K - $3.55K
|
300
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.8KNew |
$189K - $206K
|
5.8K
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-983- 12.61% |
$32K - $34.9K
|
6.82K
$246K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.05K- 9.85% |
$30.3K - $35.8K
|
9.61K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
240New |
$6.92K - $8.17K
|
240
$8.65K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$17.3K - $20.4K
|
600
$21.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
476New |
$14.5K - $15.8K
|
476
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.33KNew |
$285K - $309K
|
9.33K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$428K - $464K
|
14K
$505K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
67.6K+ 1.49% |
$1.73M - $2.09M
|
4.59M
$165M
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.7KNew |
$476K - $588K
|
18.7K
$675K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.8KClosed |
$1.38M - $1.6M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-200Closed |
$6.88K - $7.55K
|
0
$0
|
|