Latest Institutional Transactions on Ishares Tr Edge Msci Intl Valu (IVLU)
This table provides information on the latest institutional transactions involving Ishares Tr Edge Msci Intl Valu (IVLU) 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 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7.84K- 43.56% |
$209K - $262K
|
10.2K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 25.96% |
$219K - $274K
|
23.4K
$768K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-456- 1.86% |
$12.2K - $15.2K
|
24.1K
$791K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.09K- 3.36% |
$136K - $170K
|
146K
$4.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 3.43% |
$629K - $788K
|
664K
$21.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
128New |
$3.42K - $4.28K
|
128
$4.21K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.27% |
$26.7 - $33.4
|
45
$1.48K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
71.8K+ 26.99% |
$1.92M - $2.4M
|
338K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-41.4K- 10.2% |
$1.11M - $1.39M
|
365K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
25+ 0.35% |
$667 - $836
|
7.13K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$215K - $269K
|
8.05K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 15.39% |
$128K - $160K
|
35.9K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-335- 1.07% |
$8.94K - $11.2K
|
30.9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.14K+ 2.76% |
$30.3K - $38K
|
42.2K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
132+ 0.56% |
$3.52K - $4.41K
|
23.9K
$784K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 10.53% |
$6.11K - $7.66K
|
1.95K
$63.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.57KNew |
$229K - $286K
|
8.57K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
23New |
$614 - $769
|
23
$756
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.7K+ 12.35% |
$472K - $592K
|
161K
$5.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.53K+ 16.21% |
$67.5K - $84.5K
|
18.1K
$596K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
973+ 7.43% |
$26K - $32.5K
|
14.1K
$462K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
78New |
$2.08K - $2.46K
|
78
$2.56K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.6K+ 11.75% |
$2.29M - $2.7M
|
814K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.3K+ 12.56% |
$1.69M - $2M
|
567K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.94K- 96.0% |
$51.9K - $61.4K
|
81
$2.66K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
9.24KNew |
$247K - $292K
|
9.24K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.1K+ 0.5% |
$56.2K - $66.4K
|
421K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 45.1% |
$1.25M - $1.48M
|
150K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 5.02% |
$34.4K - $40.7K
|
24.4K
$802K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.84K- 8.45% |
$263K - $311K
|
107K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 2.63% |
$308K - $364K
|
426K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-604- 1.96% |
$16.1K - $19.1K
|
30.2K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$460K - $544K
|
17.2K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.5K+ 20.51% |
$93.5K - $111K
|
20.6K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4KNew |
$305K - $361K
|
11.4K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.38K- 5.45% |
$250K - $296K
|
163K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-820- 1.01% |
$21.9K - $25.9K
|
80.5K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9K+ 37.5% |
$240K - $284K
|
33K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-6.65K- 1.92% |
$178K - $210K
|
339K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.6KNew |
$417K - $493K
|
15.6K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
770+ 0.26% |
$20.6K - $24.3K
|
293K
$9.64M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.09K- 3.95% |
$55.9K - $66.1K
|
50.9K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.2KNew |
$538K - $637K
|
20.2K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.33K+ 13.29% |
$89K - $105K
|
28.4K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15K+ 81.51% |
$402K - $475K
|
33.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.39K- 31.76% |
$90.5K - $107K
|
7.28K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54.1K+ 113.29% |
$1.45M - $1.71M
|
102K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29- 0.48% |
$775 - $916
|
6.01K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-169K- 3.71% |
$4.5M - $5.32M
|
4.37M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.08K- 36.16% |
$162K - $192K
|
10.7K
$353K
|
|