Lauterbach Financial Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Lauterbach Financial Advisors, LLC

$174 Million
Q2 2025

A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 15,823 shares of IVLU stock, worth $549,058. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,823

Previous 15,477 2.24%

Holding current value

$549,058

Previous $469,000 10.87%

% of portfolio

0.3%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$26.69 - $33.44 $9,234 - $11,570	346 Added 2.24%	15,823 $520,000
Q4 2024 Feb 07, 2025	BUY	$26.65 - $29.34 $23,292 - $25,643	874 Added 5.99%	15,477 $419,000
Q3 2024 Nov 01, 2024	BUY	$26.43 - $29.86 $13,056 - $14,750	494 Added 3.5%	14,603 $431,000
Q2 2024 Aug 12, 2024	BUY	$27.14 - $29.24 $17,993 - $19,386	663 Added 4.93%	14,109 $387,000
Q1 2024 May 08, 2024	BUY	$25.93 - $28.27 $20,303 - $22,135	783 Added 6.18%	13,446 $379,000
Q4 2023 Jan 18, 2024	BUY	$23.94 - $26.72 $13,717 - $15,310	573 Added 4.74%	12,663 $335,000
Q3 2023 Oct 30, 2023	BUY	$24.89 - $26.5 $11,424 - $12,163	459 Added 3.95%	12,090 $306,000
Q2 2023 Aug 02, 2023	BUY	$24.42 - $25.75 $34,847 - $36,745	1,427 Added 13.98%	11,631 $296,000
Q1 2023 May 01, 2023	BUY	$23.32 - $25.31 $6,739 - $7,314	289 Added 2.91%	10,204 $252,000
Q4 2022 Jan 26, 2023	BUY	$19.77 - $23.67 $196,019 - $234,688	9,915 New	9,915 $0

Others Institutions Holding IVLU

# of Institutions

313

Shares Held

59.6M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
Industry ETFs

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Lauterbach Financial Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History