Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
9+ 0.04% |
$240 - $301
|
21.2K
$727K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$26.7 - $33.4
|
72.2K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.27% |
$26.7 - $33.4
|
45
$1.54K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-65- 0.89% |
$1.73K - $2.17K
|
7.25K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.34% |
$1.92K - $2.41K
|
21.2K
$725K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-90- 10.92% |
$2.4K - $3.01K
|
734
$25.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 10.53% |
$6.11K - $7.66K
|
1.95K
$66.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-335- 1.07% |
$8.94K - $11.2K
|
30.9K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-397- 1.6% |
$10.6K - $13.3K
|
24.4K
$836K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-456- 1.86% |
$12.2K - $15.2K
|
24.1K
$824K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-502- 4.87% |
$13.4K - $16.8K
|
9.81K
$336K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.11K- 1.09% |
$29.6K - $37.1K
|
100K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 10.41% |
$32K - $40.1K
|
10.3K
$353K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.71K- 19.36% |
$45.6K - $57.1K
|
7.12K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.88K- 0.67% |
$50.2K - $62.9K
|
277K
$9.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.03K- 7.14% |
$54.2K - $67.8K
|
26.4K
$903K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.04K- 0.5% |
$54.5K - $68.3K
|
403K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.07K- 18.82% |
$55.3K - $69.3K
|
8.94K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.09K- 3.36% |
$136K - $170K
|
146K
$5.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7.84K- 43.56% |
$209K - $262K
|
10.2K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 25.96% |
$219K - $274K
|
23.4K
$800K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-14.8K- 4.36% |
$395K - $495K
|
325K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-17.6K- 32.5% |
$469K - $588K
|
36.5K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.1K- 10.03% |
$510K - $639K
|
171K
$5.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21.6K- 7.08% |
$576K - $721K
|
283K
$9.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 3.43% |
$629K - $788K
|
664K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-27.7K- 10.18% |
$739K - $926K
|
244K
$8.36M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-41.4K- 10.2% |
$1.11M - $1.39M
|
365K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-131K- 22.02% |
$3.48M - $4.36M
|
462K
$15.8M
|