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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
78New |
$2.08K - $2.46K
|
78
$2.58K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.1K+ 0.5% |
$56.2K - $66.4K
|
421K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
9.24KNew |
$247K - $292K
|
9.24K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.94K- 96.0% |
$51.9K - $61.4K
|
81
$2.68K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.3K+ 12.56% |
$1.69M - $2M
|
567K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.6K+ 11.75% |
$2.29M - $2.7M
|
814K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 5.02% |
$34.4K - $40.7K
|
24.4K
$807K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.84K- 8.45% |
$263K - $311K
|
107K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 2.63% |
$308K - $364K
|
426K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-604- 1.96% |
$16.1K - $19.1K
|
30.2K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$460K - $544K
|
17.2K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.5K+ 20.51% |
$93.5K - $111K
|
20.6K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4KNew |
$305K - $361K
|
11.4K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.38K- 5.45% |
$250K - $296K
|
163K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-820- 1.01% |
$21.9K - $25.9K
|
80.5K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 45.1% |
$1.25M - $1.48M
|
150K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9K+ 37.5% |
$240K - $284K
|
33K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-6.65K- 1.92% |
$178K - $210K
|
339K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
770+ 0.26% |
$20.6K - $24.3K
|
293K
$9.7M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.09K- 3.95% |
$55.9K - $66.1K
|
50.9K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.2KNew |
$538K - $637K
|
20.2K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.33K+ 13.29% |
$89K - $105K
|
28.4K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15K+ 81.51% |
$402K - $475K
|
33.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.39K- 31.76% |
$90.5K - $107K
|
7.28K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.6KNew |
$417K - $493K
|
15.6K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
15K+ 27.12% |
$401K - $474K
|
70.3K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54.1K+ 113.29% |
$1.45M - $1.71M
|
102K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29- 0.48% |
$775 - $916
|
6.01K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-169K- 3.71% |
$4.5M - $5.32M
|
4.37M
$145M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.08K- 36.16% |
$162K - $192K
|
10.7K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.6K+ 7.3% |
$551K - $651K
|
303K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.43KNew |
$199K - $235K
|
7.43K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503K+ 3.37% |
$13.4M - $15.9M
|
15.4M
$510M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38K+ 43.07% |
$1.02M - $1.2M
|
126K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.09K- 25.83% |
$216K - $256K
|
23.2K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.72K- 45.52% |
$233K - $275K
|
10.4K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
158K+ 598.81% |
$4.22M - $4.99M
|
184K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 6.81% |
$343K - $406K
|
201K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-19- 0.15% |
$507 - $600
|
12.8K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-427- 70.11% |
$11.4K - $13.5K
|
182
$6.02K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
6.66KNew |
$178K - $210K
|
6.66K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.64K- 1.98% |
$43.9K - $51.9K
|
81.3K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
13.5K+ 13.18% |
$361K - $427K
|
116K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-50.9K- 62.74% |
$1.36M - $1.61M
|
30.2K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.6K+ 349.88% |
$310K - $367K
|
14.9K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
344+ 0.94% |
$9.19K - $10.9K
|
37.1K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
3.5K+ 4.04% |
$93.5K - $111K
|
90.2K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 10.66% |
$33.5K - $39.6K
|
13K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09KClosed |
$29.1K - $34.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
298KNew |
$7.96M - $9.42M
|
298K
$9.86M
|