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
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.6K+ 1.83% |
$336K - $421K
|
701K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$322K - $403K
|
12.1K
$428K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9K+ 141.32% |
$290K - $363K
|
18.5K
$658K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.3K+ 50.94% |
$274K - $343K
|
30.4K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.1K+ 17.14% |
$270K - $338K
|
69.2K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.8K+ 3.26% |
$261K - $328K
|
310K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.67K+ 11.31% |
$258K - $323K
|
95.2K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 73.63% |
$245K - $307K
|
21.6K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.73K+ 8.02% |
$233K - $292K
|
118K
$4.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.57KNew |
$229K - $286K
|
8.57K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.55KNew |
$228K - $286K
|
8.55K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.34K+ 55.89% |
$223K - $279K
|
23.3K
$826K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.26KNew |
$220K - $276K
|
8.26K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.21KNew |
$219K - $274K
|
8.21K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.14K+ 110.04% |
$217K - $272K
|
15.5K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$215K - $269K
|
8.05K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.79KNew |
$208K - $261K
|
7.79K
$277K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.68KNew |
$205K - $257K
|
7.68K
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.67K+ 46.39% |
$205K - $256K
|
24.2K
$859K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.43K+ 9.14% |
$198K - $248K
|
88.7K
$3.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.17KNew |
$191K - $240K
|
7.17K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.51KNew |
$174K - $218K
|
6.51K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.7K+ 13.02% |
$152K - $190K
|
49.4K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.24K+ 5.34% |
$140K - $175K
|
103K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.16K+ 5.66% |
$138K - $173K
|
96.3K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.88KNew |
$130K - $163K
|
4.88K
$173K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 15.39% |
$128K - $160K
|
35.9K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 9.52% |
$125K - $157K
|
54.1K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.34K+ 1.45% |
$116K - $145K
|
302K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.02K+ 27.29% |
$107K - $134K
|
18.7K
$666K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.01K+ 19.71% |
$107K - $134K
|
24.3K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.31K+ 1.9% |
$88.3K - $111K
|
177K
$6.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.09K+ 44.24% |
$82.4K - $103K
|
10.1K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.75K+ 1.44% |
$73.5K - $92.1K
|
194K
$6.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.73K+ 0.34% |
$73K - $91.4K
|
809K
$28.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.53K+ 16.21% |
$67.5K - $84.5K
|
18.1K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46KNew |
$65.7K - $82.3K
|
2.46K
$87.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 0.6% |
$65.5K - $82.1K
|
413K
$14.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 10.54% |
$62.7K - $78.6K
|
24.7K
$876K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.24K+ 19.25% |
$59.8K - $74.9K
|
13.9K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.24K+ 1.23% |
$59.7K - $74.7K
|
184K
$6.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.17K+ 14.54% |
$57.8K - $72.4K
|
17.1K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.85KNew |
$49.2K - $61.7K
|
1.85K
$65.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.79KNew |
$47.7K - $59.8K
|
1.79K
$63.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.76K+ 11.25% |
$46.8K - $58.7K
|
17.4K
$616K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.58K+ 7.11% |
$42.2K - $52.9K
|
23.8K
$846K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.58K+ 19.45% |
$42.2K - $52.9K
|
9.71K
$345K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.49K+ 3.14% |
$39.7K - $49.8K
|
48.8K
$1.73M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$37.1K - $46.5K
|
1.39K
$49.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 2.15% |
$35.7K - $44.7K
|
63.6K
$2.26M
|