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 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
80+ 0.23% |
$2.13K - $2.35K
|
35.5K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$1.65K - $1.82K
|
62
$1.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 1.35% |
$1.23K - $1.35K
|
3.47K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38New |
$1.01K - $1.11K
|
38
$1.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 1.33% |
$853 - $939
|
2.44K
$74.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.18% |
$693 - $763
|
14.8K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 0.05% |
$586 - $645
|
46K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
18New |
$480 - $528
|
18
$550
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 2.11% |
$453 - $499
|
824
$25.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 4.4% |
$320 - $352
|
285
$8.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 1.96% |
$320 - $352
|
623
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3+ 0.01% |
$79.9 - $88
|
54.1K
$1.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.33% |
$26.7 - $29.3
|
44
$1.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 2.94% |
$53.3 - $58.7
|
66
$2.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5- 8.93% |
$133 - $147
|
51
$1.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 5.78% |
$1.33K - $1.47K
|
815
$24.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-100- 0.41% |
$2.67K - $2.93K
|
24.4K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-216- 0.83% |
$5.76K - $6.34K
|
25.7K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223- 1.61% |
$5.94K - $6.54K
|
13.6K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-253- 1.48% |
$6.74K - $7.42K
|
16.9K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-392- 0.45% |
$10.4K - $11.5K
|
86.7K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-410- 2.58% |
$10.9K - $12K
|
15.5K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-484- 25.21% |
$12.9K - $14.2K
|
1.44K
$43.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-508- 2.0% |
$13.5K - $14.9K
|
24.9K
$760K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-518- 28.26% |
$13.8K - $15.2K
|
1.32K
$40.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-519- 5.67% |
$13.8K - $15.2K
|
8.63K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-559- 2.22% |
$14.9K - $16.4K
|
24.6K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-676- 0.65% |
$18K - $19.8K
|
104K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-750- 2.0% |
$20K - $22K
|
36.7K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-778- 0.62% |
$20.7K - $22.8K
|
125K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-828- 3.13% |
$22.1K - $24.3K
|
25.6K
$782K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-913- 5.68% |
$24.3K - $26.8K
|
15.2K
$463K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-987- 3.8% |
$26.3K - $29K
|
25K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.01K- 6.18% |
$26.9K - $29.6K
|
15.3K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.14K- 2.1% |
$30.3K - $33.3K
|
53K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.21K- 3.71% |
$32.2K - $35.5K
|
31.3K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 84.34% |
$35.3K - $38.9K
|
246
$7.52K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.54K- 2.07% |
$41K - $45.2K
|
72.9K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.73K- 10.62% |
$46K - $50.6K
|
14.5K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.73K- 2.74% |
$46.2K - $50.8K
|
61.5K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 3.49% |
$53.3K - $58.7K
|
55.3K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.02K- 14.3% |
$53.7K - $59.1K
|
12.1K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.16K- 64.24% |
$57.5K - $63.3K
|
1.2K
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 4.47% |
$72K - $79.2K
|
57.7K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3K- 5.91% |
$80K - $88.1K
|
47.8K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.05K- 0.73% |
$81.2K - $89.4K
|
412K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 0.37% |
$82.2K - $90.5K
|
836K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.1K- 7.34% |
$82.6K - $90.9K
|
39.1K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.19K- 3.71% |
$85K - $93.6K
|
82.9K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.28K- 5.91% |
$87.4K - $96.2K
|
52.2K
$1.6M
|