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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
401K+ 11.87% |
$10.6M - $12M
|
3.78M
$103M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.64K+ 11.37% |
$43.3K - $49K
|
16.1K
$437K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
137KNew |
$3.63M - $4.1M
|
137K
$3.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-114K- 94.14% |
$3.02M - $3.41M
|
7.11K
$193K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
749+ 3.03% |
$19.8K - $22.4K
|
25.5K
$692K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25New |
$661 - $747
|
25
$680
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
257+ 1.89% |
$6.79K - $7.67K
|
13.9K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.85K+ 19.18% |
$260K - $294K
|
61.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.49K- 1.69% |
$198K - $224K
|
436K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15.1KNew |
$400K - $452K
|
15.1K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 5.27% |
$96.8K - $109K
|
73.1K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-116- 0.93% |
$3.07K - $3.46K
|
12.4K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.11K+ 8.84% |
$55.8K - $63K
|
26K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31+ 0.01% |
$819 - $926
|
241K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
31.3K+ 7.35% |
$827K - $934K
|
457K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.4K+ 7.84% |
$169K - $191K
|
88K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.2K+ 8.93% |
$639K - $722K
|
295K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-71.1K- 41.15% |
$1.88M - $2.12M
|
102K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-189- 0.72% |
$5K - $5.64K
|
25.9K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.58KNew |
$200K - $226K
|
7.58K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.82K+ 379.0% |
$48.2K - $54.4K
|
2.3K
$62.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53.3KNew |
$1.41M - $1.59M
|
53.3K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 3.31% |
$155K - $176K
|
172K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 2.77% |
$32K - $36.2K
|
45K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.5K+ 24.14% |
$515K - $582K
|
100K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
564+ 13.39% |
$14.9K - $16.8K
|
4.78K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
35.4KNew |
$936K - $1.06M
|
35.4K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
11.7KNew |
$310K - $350K
|
11.7K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.32K- 5.84% |
$61.4K - $69.3K
|
37.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-76.6K- 76.1% |
$2.02M - $2.29M
|
24K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 3.37% |
$52.9K - $59.7K
|
57.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-114K- 62.54% |
$3.03M - $3.42M
|
68.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.6K+ 8.86% |
$545K - $616K
|
253K
$6.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.3K- 5.18% |
$87.3K - $98.6K
|
60.4K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7KNew |
$185K - $209K
|
7K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.07K- 0.92% |
$28.4K - $32K
|
115K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 81.89% |
$324K - $366K
|
27.2K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
191K+ 24.4% |
$5.04M - $5.7M
|
972K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.45K+ 1.16% |
$170K - $193K
|
560K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$308K - $348K
|
11.7K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 99.9% |
$27.4K - $31K
|
1
$27.2
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-57- 21.67% |
$1.51K - $1.7K
|
206
$5.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-378- 1.34% |
$9.99K - $11.3K
|
27.7K
$754K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
142K+ 325.82% |
$3.75M - $4.24M
|
185K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14.8K+ 13.2% |
$392K - $443K
|
127K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.1K+ 13.94% |
$55.4K - $62.6K
|
17.1K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47K- 98.85% |
$1.24M - $1.4M
|
549
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
314New |
$8.3K - $9.38K
|
314
$8.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.65K+ 3.62% |
$96.5K - $109K
|
104K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|