Capstone Wealth Management, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025

A detailed history of Capstone Wealth Management, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 12,811 shares of IVLU stock, worth $440,185. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,811
Previous 12,618 1.53%
Holding current value
$440,185
Previous $382 Million 10.18%
% of portfolio
0.37%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$26.69 - $33.44 $5,151 - $6,453
193 Added 1.53%
12,811 $421 Million
Q4 2024

Jan 17, 2025
BUY
$26.65 - $29.34 $336,269 - $370,212
12,618 New
12,618 $342 Million

Others Institutions Holding IVLU

# of Institutions
308
Shares Held
56.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE MSCI INTL VALU

IVLU Quotes by TradingView
  • Ticker IVLU
  • Sector ETFs
  • Industry ETFs
More about IVLU
Track This Portfolio

Track Capstone Wealth Management, LLC Portfolio

Follow Capstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email