Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
337K+ 72.98% |
$11M - $12M
|
800K
$28.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
259KNew |
$8.43M - $9.25M
|
259K
$9.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
179K+ 293.07% |
$5.84M - $6.4M
|
241K
$8.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
95.3K+ 28.18% |
$3.1M - $3.4M
|
433K
$15.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.5KNew |
$1.51M - $1.66M
|
46.5K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.6K+ 1.81% |
$215K - $235K
|
371K
$13.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.79KNew |
$188K - $207K
|
5.79K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.92KNew |
$95K - $104K
|
2.92K
$104K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
742+ 2.75% |
$24.1K - $26.5K
|
27.7K
$983K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
713+ 8.85% |
$23.2K - $25.4K
|
8.77K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
526+ 0.08% |
$17.1K - $18.8K
|
701K
$24.9M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
488+ 5.45% |
$15.9K - $17.4K
|
9.44K
$335K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
246New |
$8K - $8.78K
|
246
$8.74K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 1.45% |
$6.9K - $7.57K
|
14.9K
$528K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
175New |
$5.69K - $6.25K
|
175
$6.21K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
157+ 0.37% |
$5.11K - $5.6K
|
42.4K
$1.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
120+ 1.68% |
$3.9K - $4.28K
|
7.25K
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7- 0.07% |
$228 - $250
|
10.2K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 0.3% |
$2.31K - $2.53K
|
23.3K
$828K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-72- 0.84% |
$2.34K - $2.57K
|
8.5K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-119- 0.56% |
$3.87K - $4.25K
|
21.1K
$748K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-149- 1.16% |
$4.85K - $5.32K
|
12.7K
$450K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-170- 0.47% |
$5.53K - $6.07K
|
36.4K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-618- 1.45% |
$20.1K - $22.1K
|
41.9K
$1.49M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-668- 2.45% |
$21.7K - $23.8K
|
26.6K
$945K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-671- 7.51% |
$21.8K - $23.9K
|
8.27K
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-682- 5.32% |
$22.2K - $24.3K
|
12.1K
$431K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 3.37% |
$33.9K - $37.2K
|
29.9K
$1.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 7.68% |
$34.6K - $38K
|
12.8K
$455K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.15K- 1.58% |
$37.3K - $40.9K
|
71.2K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.21K- 0.44% |
$39.5K - $43.3K
|
276K
$9.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.56K- 5.12% |
$50.7K - $55.6K
|
28.9K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.84K- 7.72% |
$59.8K - $65.6K
|
22K
$781K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.94K- 7.96% |
$63K - $69.1K
|
22.4K
$795K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-3.17K- 0.98% |
$103K - $113K
|
321K
$11.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.9K- 9.46% |
$192K - $210K
|
56.4K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.82K- 7.57% |
$255K - $279K
|
95.5K
$3.39M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.43K- 8.85% |
$274K - $301K
|
86.8K
$3.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-9.93K- 6.78% |
$323K - $354K
|
137K
$4.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.5K- 24.46% |
$537K - $589K
|
51K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-21.3K- 5.3% |
$694K - $762K
|
381K
$13.5M
|