Latest Institutional Sells of Ishares Tr Edge Msci Intl Valu (IVLU)
This list provides information on the latest institutional transactions involving Ishares Tr Edge Msci Intl Valu (IVLU) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-52- 0.21% |
$1.35K - $1.47K
|
25.1K
$676K
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-138K- 91.69% |
$3.31M - $3.7M
|
12.5K
$338K
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-54.3K- 80.87% |
$1.3M - $1.45M
|
12.8K
$346K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-33.7K- 3.68% |
$807K - $900K
|
882K
$23.8M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.76K- 63.68% |
$66.1K - $73.7K
|
1.57K
$42.4K
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.48K- 20.85% |
$59.3K - $66.2K
|
9.41K
$254K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-741- 3.1% |
$17.7K - $19.8K
|
23.1K
$624K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-274- 67.82% |
$6.56K - $7.32K
|
130
$3.5K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-76- 0.68% |
$1.82K - $2.03K
|
11.1K
$300K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-465KClosed |
$11.6M - $12.3M
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-40.5K- 4.52% |
$1.01M - $1.07M
|
854K
$23M
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.17K- 12.93% |
$104K - $111K
|
28.1K
$757K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48- 0.21% |
$1.19K - $1.27K
|
23K
$621K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-40- 1.73% |
$977 - $1.03K
|
2.28K
$61.4K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.1K- 30.86% |
$142K - $154K
|
13.7K
$368K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-269- 14.39% |
$6.27K - $6.81K
|
1.6K
$43.2K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-109Closed |
$2.54K - $2.76K
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-30- 50.0% |
$700 - $759
|
30
$809
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 1.82% |
$583 - $633
|
1.35K
$36.4K
|
|
Q4 2022 | |||||||
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-26.6KClosed |
$526K - $630K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-8.81K- 16.89% |
$174K - $208K
|
43.3K
$1.17M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.41K- 74.64% |
$146K - $175K
|
2.52K
$67.9K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-41- 39.42% |
$811 - $970
|
63
$1.7K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-124K- 16.89% |
$2.44M - $2.86M
|
608K
$16.4M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.3K- 9.72% |
$25.7K - $30.1K
|
12.1K
$326K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-156- 97.5% |
$3.08K - $3.61K
|
4
$108
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.7% |
$78.9 - $92.6
|
570
$15.4K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-32.4KClosed |
$718K - $832K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.5KClosed |
$566K - $656K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8.83KClosed |
$196K - $227K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.43K- 7.47% |
$31.7K - $36.8K
|
17.7K
$477K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-306Closed |
$6.79K - $7.87K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 0.72% |
$5.61K - $6.51K
|
35.1K
$945K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-218Closed |
$4.84K - $5.61K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-32Closed |
$710 - $823
|
0
$0
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-14.8KClosed |
$346K - $404K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$249K - $290K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.24KClosed |
$122K - $143K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-890Closed |
$20.8K - $24.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-161Closed |
$3.76K - $4.39K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-72Closed |
$1.68K - $1.96K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7Closed |
$164 - $191
|
0
$0
|
|
Q4 2021 | |||||||
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13KClosed |
$320K - $344K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.6KClosed |
$259K - $279K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.51KClosed |
$233K - $251K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.48KClosed |
$208K - $224K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-173Closed |
$4.24K - $4.57K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.5KClosed |
$733K - $782K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-625- 53.65% |
$15.5K - $16.6K
|
540
$14.6K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-110Closed |
$2.73K - $2.91K
|
0
$0
|