Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-849- 0.14% |
$19.8K - $21.5K
|
608K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-854- 6.7% |
$19.9K - $21.6K
|
11.9K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-876- 8.84% |
$20.4K - $22.2K
|
9.04K
$281K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-889- 2.89% |
$20.7K - $22.5K
|
29.9K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-905- 0.39% |
$21.1K - $22.9K
|
231K
$7.2M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.43K- 74.09% |
$33.3K - $36.2K
|
500
$15.6K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.43K- 0.21% |
$33.4K - $36.2K
|
689K
$21.4M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.5K- 3.85% |
$34.9K - $37.9K
|
37.4K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.67K- 52.33% |
$38.9K - $42.3K
|
1.52K
$47.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 8.87% |
$39.2K - $42.5K
|
17.3K
$538K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.89K- 1.75% |
$44.1K - $47.9K
|
106K
$3.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.03K- 7.49% |
$47.4K - $51.5K
|
25.1K
$782K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.09K- 0.72% |
$48.8K - $52.9K
|
289K
$8.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.1K- 10.45% |
$49K - $53.2K
|
18K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.26K- 6.49% |
$52.7K - $57.3K
|
32.6K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.7K- 8.43% |
$62.9K - $68.3K
|
29.3K
$913K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 3.89% |
$63.4K - $68.8K
|
67.2K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.92K- 10.17% |
$68.1K - $73.9K
|
25.8K
$803K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.03K- 31.87% |
$70.6K - $76.6K
|
6.47K
$202K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.48K- 4.44% |
$81.2K - $88.1K
|
75K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.66K- 3.26% |
$85.2K - $92.5K
|
108K
$3.38M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-3.88K- 7.14% |
$90.6K - $98.3K
|
50.5K
$1.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 16.73% |
$98K - $106K
|
20.9K
$651K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.41K- 9.1% |
$103K - $111K
|
44K
$1.37M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.83K- 19.91% |
$113K - $122K
|
19.4K
$605K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.96K- 25.95% |
$116K - $126K
|
14.2K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5.75K- 16.88% |
$134K - $146K
|
28.3K
$881K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.97K- 14.94% |
$139K - $151K
|
34K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.1K- 30.86% |
$142K - $154K
|
13.7K
$425K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.16K- 24.07% |
$144K - $156K
|
19.4K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.28K- 14.11% |
$146K - $159K
|
38.2K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.31K- 1.94% |
$147K - $160K
|
320K
$9.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-6.43K- 34.89% |
$150K - $163K
|
12K
$374K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.45K- 16.27% |
$150K - $163K
|
33.2K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-6.57K- 15.57% |
$153K - $166K
|
35.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.42K- 0.82% |
$173K - $188K
|
896K
$27.9M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.47K- 10.72% |
$174K - $189K
|
62.2K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.58K- 7.3% |
$200K - $217K
|
109K
$3.39M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.58K- 6.87% |
$223K - $242K
|
130K
$4.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 1.6% |
$281K - $305K
|
743K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.8K- 3.98% |
$322K - $349K
|
333K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-14.1K- 2.76% |
$329K - $357K
|
496K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.8K- 15.6% |
$415K - $450K
|
96.2K
$2.99M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.1K- 13.29% |
$516K - $560K
|
145K
$4.5M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.5K- 21.75% |
$526K - $570K
|
81.1K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-23.7K- 6.21% |
$552K - $599K
|
358K
$11.1M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-23.9K- 2.2% |
$558K - $605K
|
1.06M
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-24.9K- 29.33% |
$582K - $631K
|
60.1K
$1.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-27.1K- 14.54% |
$631K - $685K
|
159K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.3K- 23.26% |
$799K - $868K
|
113K
$3.52M
|