Purchases and Sales Made in Q1 2024 in Ishares Tr Intl Developed Smal (ISVL)
This table provides information about the institutional ownership of Ishares Tr Intl Developed Smal (ISVL) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR INTL DEVELOPED SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.8KNew |
$189K - $206K
|
5.8K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.33K+ 74.41% |
$174K - $189K
|
12.5K
$430K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.42K+ 6.78% |
$144K - $157K
|
69.6K
$2.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.06K+ 26.11% |
$99.5K - $109K
|
14.8K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
330+ 2.71% |
$10.7K - $11.7K
|
12.5K
$430K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
309+ 3.45% |
$10.1K - $11K
|
9.26K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100+ 50.0% |
$3.25K - $3.55K
|
300
$10.3K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
77New |
$2.51K - $2.74K
|
77
$2.65K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-721- 75.03% |
$23.5K - $25.6K
|
240
$8.25K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-983- 12.61% |
$32K - $34.9K
|
6.82K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08K- 42.33% |
$35.2K - $38.4K
|
1.47K
$50.7K
|