Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
88.9K+ 17.64% |
$2.37M - $2.81M
|
593K
$17.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
83.8KNew |
$2.24M - $2.65M
|
83.8K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
69.5K+ 220.8% |
$1.86M - $2.19M
|
101K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
61.2K+ 54.33% |
$1.64M - $1.93M
|
174K
$5.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.2KNew |
$512K - $606K
|
19.2K
$571K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
11.6K+ 95.05% |
$309K - $365K
|
23.7K
$706K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.3K+ 1.66% |
$301K - $356K
|
688K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.1KNew |
$190K - $224K
|
7.1K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.95K+ 23.65% |
$159K - $188K
|
31.1K
$925K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.7K+ 22.03% |
$152K - $180K
|
31.6K
$940K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.56K+ 21.27% |
$95.2K - $113K
|
20.3K
$605K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.84K+ 9.01% |
$49.1K - $58K
|
22.2K
$662K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
604+ 1.42% |
$16.1K - $19.1K
|
43.1K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
179New |
$4.78K - $5.65K
|
179
$5.33K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
88+ 3.61% |
$2.35K - $2.78K
|
2.53K
$75.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$1.34K - $1.58K
|
50
$1.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35New |
$935 - $1.11K
|
35
$1.04K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.05% |
$26.7 - $31.6
|
2.18K
$64.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-30- 0.17% |
$801 - $947
|
18K
$536K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-51- 5.78% |
$1.36K - $1.61K
|
832
$24.8K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-83- 0.34% |
$2.22K - $2.62K
|
24.5K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-572- 4.19% |
$15.3K - $18.1K
|
13.1K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-688- 0.94% |
$18.4K - $21.7K
|
72.2K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.78K- 14.69% |
$47.4K - $56.1K
|
10.3K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 13.52% |
$52.1K - $61.5K
|
12.5K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.05K- 20.89% |
$54.6K - $64.6K
|
7.75K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 7.18% |
$102K - $121K
|
49.4K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.71K- 28.84% |
$126K - $149K
|
11.6K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.95K- 1.45% |
$159K - $188K
|
405K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.59K- 13.82% |
$176K - $208K
|
41.1K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.66K- 20.35% |
$178K - $210K
|
26.1K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.52K- 5.32% |
$228K - $269K
|
152K
$4.51M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.37K- 6.14% |
$250K - $296K
|
143K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 25.85% |
$291K - $344K
|
31.2K
$930K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.1K- 12.56% |
$376K - $445K
|
98.1K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-16.1K- 5.45% |
$429K - $508K
|
279K
$8.3M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-27.8K- 6.4% |
$742K - $878K
|
406K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-32K- 74.42% |
$855K - $1.01M
|
11K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-219K- 24.13% |
$5.84M - $6.9M
|
687K
$20.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-297K- 52.78% |
$7.95M - $9.39M
|
266K
$7.92M
|