Purchases and Sales Made in Q1 2022 in Ishares Tr Edge Msci Intl Valu (IVLU)
This table provides information about the institutional ownership of Ishares Tr Edge Msci Intl Valu (IVLU) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE MSCI INTL VALU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
76+ 0.43% |
$1.78K - $2.07K
|
17.6K
$547K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
66New |
$1.54K - $1.8K
|
66
$2.05K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61+ 0.4% |
$1.43K - $1.66K
|
15.3K
$477K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.2% |
$46.8 - $54.5
|
979
$30.5K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.66% |
$46.8 - $54.5
|
306
$9.53K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$23.4 - $27.3
|
1
$31.1
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.05% |
$23.4 - $27.3
|
1.88K
$58.5K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7Closed |
$164 - $191
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-72Closed |
$1.68K - $1.96K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-92- 3.12% |
$2.15K - $2.51K
|
2.86K
$88.9K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-161Closed |
$3.76K - $4.39K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-300- 0.25% |
$7.01K - $8.18K
|
118K
$3.68M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-382- 39.54% |
$8.93K - $10.4K
|
584
$18.2K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-697- 4.3% |
$16.3K - $19K
|
15.5K
$483K
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-859- 3.16% |
$20.1K - $23.4K
|
26.3K
$820K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-890Closed |
$20.8K - $24.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 45.24% |
$23.4K - $27.3K
|
1.21K
$37.8K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.28K- 52.52% |
$30K - $35K
|
1.16K
$36.1K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.39K- 0.25% |
$32.6K - $38K
|
547K
$17M
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.89K- 27.47% |
$44.2K - $51.5K
|
4.99K
$155K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.25K- 4.77% |
$52.5K - $61.2K
|
44.8K
$1.4M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.6K- 85.65% |
$60.7K - $70.8K
|
435
$13.5K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.29K- 30.89% |
$76.9K - $89.6K
|
7.36K
$229K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.58K- 27.62% |
$83.7K - $97.6K
|
9.39K
$292K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-3.9K- 14.38% |
$91.2K - $106K
|
23.2K
$723K
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.93K- 7.01% |
$91.9K - $107K
|
52.1K
$1.62M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.94K- 7.12% |
$115K - $135K
|
64.5K
$2.01M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.24KClosed |
$122K - $143K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.35K- 21.29% |
$148K - $173K
|
23.5K
$730K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.16K- 2.7% |
$167K - $195K
|
259K
$8.05M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.2KClosed |
$192K - $223K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.29K- 26.26% |
$217K - $253K
|
26.1K
$812K
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$249K - $290K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10.8K- 18.4% |
$252K - $294K
|
47.8K
$1.49M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.9K- 42.48% |
$254K - $296K
|
14.7K
$458K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 5.33% |
$265K - $309K
|
202K
$6.28M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12KClosed |
$280K - $327K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.6K- 32.06% |
$295K - $344K
|
26.7K
$832K
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-14.8KClosed |
$346K - $404K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.4K- 50.58% |
$383K - $446K
|
16K
$498K
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-16.4K- 3.68% |
$383K - $446K
|
429K
$13.3M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.9KClosed |
$559K - $652K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 12.84% |
$662K - $772K
|
192K
$5.99M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.6K- 25.3% |
$669K - $780K
|
84.4K
$2.63M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-32.8KClosed |
$767K - $894K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-43K- 5.36% |
$1M - $1.17M
|
760K
$23.6M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-58.9K- 13.47% |
$1.38M - $1.61M
|
378K
$11.8M
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-76.4K- 32.35% |
$1.79M - $2.08M
|
160K
$4.98M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86.4K- 8.2% |
$2.02M - $2.36M
|
968K
$30.1M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-107KClosed |
$2.5M - $2.92M
|
0
$0
|