Purchases and Sales Made in Q3 2023 in Ishares Core Msci Intl Develop (IDEV)
This table provides information about the institutional ownership of Ishares Core Msci Intl Develop (IDEV) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE MSCI INTL DEVELOP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-467- 6.25% |
$27.1K - $29.4K
|
7.01K
$475K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-467- 6.4% |
$27.1K - $29.4K
|
6.83K
$463K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-527- 0.33% |
$30.6K - $33.2K
|
158K
$10.7M
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-534- 1.86% |
$31K - $33.6K
|
28.2K
$1.91M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-581- 19.24% |
$33.7K - $36.6K
|
2.44K
$165K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-584- 1.49% |
$33.9K - $36.8K
|
38.5K
$2.61M
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-632- 3.1% |
$36.6K - $39.8K
|
19.8K
$1.34M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-707- 11.6% |
$41K - $44.5K
|
5.39K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-767- 85.99% |
$44.5K - $48.3K
|
125
$8.46K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-788- 7.24% |
$45.7K - $49.6K
|
10.1K
$683K
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-854- 13.57% |
$49.5K - $53.8K
|
5.44K
$368K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-874- 17.69% |
$50.7K - $55K
|
4.07K
$275K
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-883- 1.42% |
$51.2K - $55.6K
|
61.1K
$4.14M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-907- 4.45% |
$52.6K - $57.1K
|
19.5K
$1.32M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-935- 18.48% |
$54.2K - $58.9K
|
4.12K
$279K
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-996- 0.39% |
$57.7K - $62.7K
|
256K
$17.3M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 23.96% |
$67.7K - $73.5K
|
3.71K
$251K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.3K- 1.08% |
$75.4K - $81.8K
|
119K
$8.08M
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.38K- 19.28% |
$79.8K - $86.6K
|
5.76K
$390K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.38K- 58.26% |
$80.1K - $87K
|
990
$67K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.72K- 77.52% |
$100K - $109K
|
500
$33.8K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.91K- 2.66% |
$111K - $120K
|
69.7K
$4.72M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.04K- 6.84% |
$118K - $128K
|
27.8K
$1.88M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.13K- 6.57% |
$124K - $134K
|
30.3K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 1.94% |
$136K - $148K
|
119K
$8.05M
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-2.41K- 0.32% |
$140K - $152K
|
745K
$50.5M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.5K- 11.55% |
$145K - $158K
|
19.2K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.58K- 4.84% |
$150K - $163K
|
50.8K
$3.44M
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.66K- 3.11% |
$154K - $168K
|
82.9K
$5.61M
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-2.81K- 2.81% |
$163K - $177K
|
97.2K
$6.58M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.29K- 1.11% |
$191K - $207K
|
294K
$19.9M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.54K- 2.97% |
$205K - $223K
|
116K
$7.82M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-3.72K- 14.01% |
$216K - $234K
|
22.9K
$1.55M
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.77K- 33.36% |
$218K - $237K
|
7.52K
$509K
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4.16K- 2.29% |
$241K - $262K
|
177K
$12M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-4.61K- 10.21% |
$267K - $290K
|
40.5K
$2.74M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-5.34K- 3.83% |
$309K - $336K
|
134K
$9.08M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.1K- 30.87% |
$353K - $384K
|
13.7K
$924K
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6.66K- 17.39% |
$386K - $419K
|
31.6K
$2.14M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.03K- 1.9% |
$407K - $442K
|
362K
$24.5M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.47K- 5.86% |
$433K - $470K
|
120K
$8.11M
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-8.15K- 13.73% |
$473K - $513K
|
51.2K
$3.47M
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-10.7K- 10.97% |
$618K - $671K
|
86.6K
$5.86M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.8KClosed |
$625K - $678K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 1.19% |
$681K - $740K
|
978K
$66.2M
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-16.3K- 3.33% |
$942K - $1.02M
|
471K
$31.9M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.5K- 7.3% |
$1.07M - $1.16M
|
235K
$15.9M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26.5K- 86.05% |
$1.54M - $1.67M
|
4.3K
$291K
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-43.4K- 44.3% |
$2.52M - $2.73M
|
54.6K
$3.7M
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-61.1K- 9.67% |
$3.54M - $3.85M
|
571K
$38.6M
|