Gerber Kawasaki Wealth & Investment Management Ishares Tr Edge Msci Intl Valu Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.56 Billion
Q2 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$26.71 - $31.58 $961 - $1,136	36 Added 0.21%	16,928 $513,000
Q4 2024 Feb 14, 2025	SELL	$26.65 - $29.34 $6,742 - $7,423	-253 Reduced 1.48%	16,892 $457,000
Q3 2024 Nov 13, 2024	BUY	$26.43 - $29.86 $55,423 - $62,616	2,097 Added 13.94%	17,145 $506,000
Q1 2024 May 13, 2024	BUY	$25.93 - $28.27 $390,194 - $425,406	15,048 New	15,048 $424,000

Others Institutions Holding IVLU

# of Institutions

316

Shares Held

60M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

15.3M
Shares

$544 Million
0.37% of portfolio
Envestnet Asset Management Inc

4.29M
Shares

$152 Million
0.04% of portfolio
Mercer Global Advisors Inc Denver, CO

4.14M
Shares

$147 Million
0.28% of portfolio
Jpmorgan Chase & CO New York, NY

3.94M
Shares

$140 Million
0.01% of portfolio
55 I, LLC Boston, MA

3.3M
Shares

$117 Million
1.82% of portfolio

View Full List

About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
Industry ETFs

More about IVLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account