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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.54KNew |
$41.1K - $45.2K
|
1.54K
$47.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.51K+ 8.94% |
$40.2K - $44.3K
|
18.4K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 6.19% |
$40.2K - $44.3K
|
25.9K
$791K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.5K+ 31.03% |
$40K - $44K
|
6.34K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 0.31% |
$36.5K - $40.2K
|
438K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.32K+ 1.66% |
$35.3K - $38.8K
|
81.1K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 13.44% |
$34.6K - $38.1K
|
10.9K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.26K+ 26.41% |
$33.6K - $37K
|
6.04K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 342.66% |
$33.6K - $37K
|
1.63K
$49.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.22K+ 3.09% |
$32.4K - $35.7K
|
40.6K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.2K+ 14.57% |
$32K - $35.2K
|
9.44K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17K+ 2.3% |
$31.1K - $34.3K
|
52K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 4.28% |
$30.2K - $33.3K
|
27.6K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 4.48% |
$29.8K - $32.8K
|
26.1K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.02K+ 5.52% |
$27.2K - $29.9K
|
19.5K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
999+ 14.06% |
$26.6K - $29.3K
|
8.1K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
883New |
$23.5K - $25.9K
|
883
$27K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
874+ 5.99% |
$23.3K - $25.6K
|
15.5K
$473K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
823+ 5.17% |
$21.9K - $24.1K
|
16.8K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
796+ 2.19% |
$21.2K - $23.4K
|
37.2K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
792+ 0.32% |
$21.1K - $23.2K
|
246K
$7.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
750New |
$20K - $22K
|
750
$22.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
747+ 1.78% |
$19.9K - $21.9K
|
42.7K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
649New |
$17.3K - $19K
|
649
$19.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
613+ 3.8% |
$16.3K - $18K
|
16.8K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
596+ 4966.67% |
$15.9K - $17.5K
|
608
$18.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
572New |
$15.2K - $16.8K
|
572
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
505+ 3.96% |
$13.5K - $14.8K
|
13.2K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
427+ 234.62% |
$11.4K - $12.5K
|
609
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
395+ 1.48% |
$10.5K - $11.6K
|
27.1K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
393+ 1.29% |
$10.5K - $11.5K
|
30.8K
$942K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
347+ 1.27% |
$9.25K - $10.2K
|
27.6K
$842K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
324+ 4.02% |
$8.63K - $9.51K
|
8.39K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
321+ 0.36% |
$8.55K - $9.42K
|
88.3K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
311+ 13.76% |
$8.29K - $9.12K
|
2.57K
$78.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
287New |
$7.65K - $8.42K
|
287
$8.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
273+ 2.2% |
$7.28K - $8.01K
|
12.7K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
259New |
$6.9K - $7.6K
|
259
$7.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
239New |
$6.37K - $7.01K
|
239
$7.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
192+ 2.09% |
$5.12K - $5.63K
|
9.4K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
187+ 1.02% |
$4.98K - $5.49K
|
18.5K
$564K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
182New |
$4.85K - $5.34K
|
182
$5.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
132+ 1.88% |
$3.52K - $3.87K
|
7.14K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
129New |
$3.44K - $3.78K
|
129
$3.94K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
125New |
$3.33K - $3.67K
|
125
$3.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
107New |
$2.85K - $3.14K
|
107
$3.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98New |
$2.61K - $2.88K
|
98
$2.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98+ 0.06% |
$2.61K - $2.88K
|
172K
$5.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 4.26% |
$2.37K - $2.61K
|
2.18K
$66.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
83+ 2.09% |
$2.21K - $2.44K
|
4.06K
$124K
|