Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
12.8KNew |
$342K - $376K
|
12.8K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.8K+ 103.83% |
$341K - $376K
|
25.1K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12.6KNew |
$336K - $370K
|
12.6K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 53.2% |
$318K - $350K
|
34.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
11.3K+ 11.14% |
$301K - $331K
|
113K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.1KNew |
$295K - $325K
|
11.1K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 74.68% |
$273K - $301K
|
24K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.79KNew |
$261K - $287K
|
9.79K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.7KNew |
$258K - $285K
|
9.7K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.17K+ 135.17% |
$244K - $269K
|
16K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.71KNew |
$232K - $255K
|
8.71K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 25.82% |
$230K - $254K
|
42.1K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.27KNew |
$220K - $243K
|
8.27K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.18K+ 70.09% |
$218K - $240K
|
19.8K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.83KNew |
$209K - $230K
|
7.83K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.81K+ 57.21% |
$208K - $229K
|
21.5K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.8K+ 91.19% |
$208K - $229K
|
16.3K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.78KNew |
$207K - $228K
|
7.78K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.28K+ 18.02% |
$194K - $213K
|
47.6K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.27K+ 74.1% |
$194K - $213K
|
17.1K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7K+ 100.0% |
$187K - $205K
|
14K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.96K+ 27.02% |
$185K - $204K
|
32.7K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.54K+ 3.52% |
$174K - $192K
|
192K
$5.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.42K+ 42.89% |
$171K - $188K
|
21.4K
$654K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
6.4K+ 2.22% |
$171K - $188K
|
295K
$9.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.4K+ 23.05% |
$170K - $188K
|
34.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.76K+ 37.15% |
$153K - $169K
|
21.2K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.7KNew |
$152K - $167K
|
5.7K
$174K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.69K+ 25.65% |
$152K - $167K
|
27.9K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.34K+ 22.26% |
$142K - $157K
|
29.3K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.99K+ 9065.45% |
$133K - $146K
|
5.04K
$154K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.48KNew |
$119K - $131K
|
4.48K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.45KNew |
$119K - $131K
|
4.45K
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.3KNew |
$115K - $126K
|
4.3K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.3K+ 34.33% |
$115K - $126K
|
16.8K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.03K+ 15.83% |
$107K - $118K
|
29.5K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.01K+ 55.11% |
$107K - $118K
|
11.3K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.89K+ 47.07% |
$104K - $114K
|
12.2K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.28K+ 1.81% |
$87.4K - $96.2K
|
184K
$5.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.17K+ 1.71% |
$84.6K - $93.1K
|
189K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.07K+ 1.12% |
$81.7K - $90K
|
276K
$8.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.88KNew |
$76.6K - $84.4K
|
2.88K
$87.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
2.86K+ 26.48% |
$76.2K - $83.9K
|
13.7K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 31.08% |
$74.2K - $81.7K
|
11.7K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 3.59% |
$69.8K - $76.9K
|
75.7K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.56K+ 6.43% |
$68.3K - $75.2K
|
42.5K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.48K+ 248000.0% |
$66.1K - $72.8K
|
2.48K
$75.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.29K+ 183.23% |
$61.1K - $67.3K
|
3.55K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.02KNew |
$53.9K - $59.4K
|
2.02K
$61.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.92K+ 136.49% |
$51K - $56.2K
|
3.32K
$101K
|