Purchases and Sales Made in Q1 2025 in Ishares Tr Intl Developed Smal (ISVL)
This table provides information about the institutional ownership of Ishares Tr Intl Developed Smal (ISVL) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR INTL DEVELOPED SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11.8K+ 106.04% |
$395K - $448K
|
22.8K
$940K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.06KNew |
$204K - $231K
|
6.06K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
663+ 7366.67% |
$22.3K - $25.2K
|
672
$27.7K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
155New |
$5.21K - $5.9K
|
155
$6.38K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-225- 2.59% |
$7.57K - $8.57K
|
8.45K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-788- 20.91% |
$26.5K - $30K
|
2.98K
$123K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-914- 82.05% |
$30.7K - $34.8K
|
200
$8.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 8.76% |
$35.5K - $40.2K
|
11K
$452K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 4.05% |
$53.8K - $60.9K
|
37.9K
$1.56M
|