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 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-30- 50.0% |
$700 - $759
|
30
$986
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 1.82% |
$583 - $633
|
1.35K
$44.4K
|
|
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
$1.42M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.41K- 74.64% |
$146K - $175K
|
2.52K
$82.7K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-41- 39.42% |
$811 - $970
|
63
$2.07K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-124K- 16.89% |
$2.44M - $2.86M
|
608K
$20M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.3K- 9.72% |
$25.7K - $30.1K
|
12.1K
$397K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-156- 97.5% |
$3.08K - $3.61K
|
4
$131
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.7% |
$78.9 - $92.6
|
570
$18.7K
|
|
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
$582K
|
|
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
$1.15M
|
|
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
|
|
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
$17.7K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-110Closed |
$2.73K - $2.91K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.75KClosed |
$171K - $184K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$2.54K - $2.73K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-33Closed |
$751 - $849
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.22KClosed |
$23.3K - $25.2K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-298KClosed |
$5.02M - $6.38M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.2KClosed |
$222K - $282K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1Closed |
$16.8 - $21.4
|
0
$0
|
|
Q1 2020 | |||||||
May 07, 2020
Q1 2020
|
Xponance, Inc.
|
SELL
|
- |
-61.8KClosed |
$959K - $1.52M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-19.8KClosed |
$307K - $488K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.3KClosed |
$51.2K - $81.4K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 04, 2019
Q3 2019
|
Sym Financial Corp
|
SELL
|
- |
-10.8KClosed |
$229K - $253K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-100Closed |
$2.24K - $2.45K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-63.9KClosed |
$1.39M - $1.55M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-32.9KClosed |
$718K - $798K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-154Closed |
$3.36K - $3.73K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 02, 2018
Q3 2018
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-22.3KClosed |
$540K - $577K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-914Closed |
$22.1K - $23.6K
|
0
$0
|