Purchases and Sales Made in Q4 2024 in Ishares Tr Intl Developed Smal (ISVL)
This table provides information about the institutional ownership of Ishares Tr Intl Developed Smal (ISVL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
8.67KNew |
$293K - $327K
|
8.67K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.81K+ 292.09% |
$94.8K - $106K
|
3.77K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 9.05% |
$43.1K - $48K
|
15.4K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.27K+ 7.03% |
$42.9K - $47.9K
|
19.3K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 6.54% |
$41.4K - $46.1K
|
19.9K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
900+ 8.84% |
$30.4K - $33.9K
|
11.1K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$16.9K - $18.8K
|
500
$18.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$3.38K - $3.77K
|
100
$3.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9New |
$304 - $339
|
9
$325
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$33.8 - $37.7
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.83K- 4.41% |
$61.6K - $68.7K
|
39.5K
$1.43M
|