Latest Institutional Transactions on Ishares Tr Intl Developed Smal (ISVL)
This table provides information on the latest institutional transactions involving Ishares Tr Intl Developed Smal (ISVL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.16KNew |
$272K - $344K
|
8.16K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2+ 2.22% |
$66.6 - $84.2
|
92
$3.94K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
266New |
$8.86K - $11.2K
|
266
$11.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
183+ 1.67% |
$6.1K - $7.71K
|
11.2K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
380+ 4.5% |
$12.7K - $16K
|
8.83K
$378K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 4.05% |
$53.8K - $60.9K
|
37.9K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
663+ 7366.67% |
$22.3K - $25.2K
|
672
$28.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-788- 20.91% |
$26.5K - $30K
|
2.98K
$128K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.06KNew |
$204K - $231K
|
6.06K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
155New |
$5.21K - $5.9K
|
155
$6.63K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11.8K+ 106.04% |
$395K - $448K
|
22.8K
$977K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100+ 50.0% |
$3.38K - $3.77K
|
300
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$16.9K - $18.8K
|
500
$21.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 6.54% |
$41.4K - $46.1K
|
19.9K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 9.05% |
$43.1K - $48K
|
15.4K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.27K+ 7.03% |
$42.9K - $47.9K
|
19.3K
$828K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$3.38K - $3.77K
|
100
$4.28K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.69KNew |
$262K - $294K
|
7.69K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.9K+ 272.07% |
$949K - $1.07M
|
38.2K
$1.63M
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$34.2 - $36.7
|
1
$42.8
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.1KNew |
$822K - $883K
|
24.1K
$1.03M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100+ 50.0% |
$3.25K - $3.55K
|
300
$12.8K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.8KNew |
$189K - $206K
|
5.8K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-983- 12.61% |
$32K - $34.9K
|
6.82K
$292K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.05K- 9.85% |
$30.3K - $35.8K
|
9.61K
$411K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$17.3K - $20.4K
|
600
$25.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.33KNew |
$285K - $309K
|
9.33K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
476New |
$14.5K - $15.8K
|
476
$20.4K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
67.6K+ 1.49% |
$1.73M - $2.09M
|
4.59M
$197M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.8KClosed |
$1.38M - $1.6M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-200Closed |
$6.88K - $7.55K
|
0
$0
|
|