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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
80+ 0.23% |
$2.13K - $2.35K
|
35.5K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 1.35% |
$1.23K - $1.35K
|
3.47K
$97.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-676- 0.65% |
$18K - $19.8K
|
104K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.1KNew |
$295K - $325K
|
11.1K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.2K+ 11.05% |
$404K - $445K
|
153K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
613+ 3.8% |
$16.3K - $18K
|
16.8K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.2K+ 14.57% |
$32K - $35.2K
|
9.44K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3+ 0.01% |
$79.9 - $88
|
54.1K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
239New |
$6.37K - $7.01K
|
239
$6.73K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-36.4K- 9.77% |
$970K - $1.07M
|
336K
$9.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17K+ 2.3% |
$31.1K - $34.3K
|
52K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.4K+ 23.05% |
$170K - $188K
|
34.1K
$961K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
18New |
$480 - $528
|
18
$507
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
395+ 1.48% |
$10.5K - $11.6K
|
27.1K
$762K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-62.7K- 71.61% |
$1.67M - $1.84M
|
24.8K
$699K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.28K+ 18.02% |
$194K - $213K
|
47.6K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.76K+ 37.15% |
$153K - $169K
|
21.2K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 0.05% |
$586 - $645
|
46K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
18K+ 21.03% |
$479K - $527K
|
103K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-778- 0.62% |
$20.7K - $22.8K
|
125K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.18% |
$693 - $763
|
14.8K
$417K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 56.13% |
$510K - $561K
|
53.2K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-100- 0.41% |
$2.67K - $2.93K
|
24.4K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6.87K- 42.99% |
$183K - $201K
|
9.11K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 4.48% |
$29.8K - $32.8K
|
26.1K
$734K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
132+ 1.88% |
$3.52K - $3.87K
|
7.14K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
273+ 2.2% |
$7.28K - $8.01K
|
12.7K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
6.4K+ 2.22% |
$171K - $188K
|
295K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.5K+ 15.65% |
$360K - $397K
|
100K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.69K+ 25.65% |
$152K - $167K
|
27.9K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.2K+ 10.02% |
$751K - $827K
|
310K
$8.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.16K- 64.24% |
$57.5K - $63.3K
|
1.2K
$33.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
454K+ 412.0% |
$12.1M - $13.3M
|
564K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.35K- 6.64% |
$116K - $128K
|
61.2K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
12.8KNew |
$342K - $376K
|
12.8K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
572New |
$15.2K - $16.8K
|
572
$16.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
750New |
$20K - $22K
|
750
$21.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.32K+ 1.66% |
$35.3K - $38.8K
|
81.1K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42.1KNew |
$1.12M - $1.23M
|
42.1K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
11.3K+ 11.14% |
$301K - $331K
|
113K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
259New |
$6.9K - $7.6K
|
259
$7.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
13.4K+ 2.02% |
$358K - $394K
|
677K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18.2K+ 54.73% |
$485K - $534K
|
51.4K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47.3KNew |
$1.26M - $1.39M
|
47.3K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.1K- 7.34% |
$82.6K - $90.9K
|
39.1K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26K+ 53.2% |
$694K - $764K
|
75K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.8K+ 91.19% |
$208K - $229K
|
16.3K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.27KNew |
$220K - $243K
|
8.27K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
44.9K+ 12.27% |
$1.2M - $1.32M
|
411K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-519- 5.67% |
$13.8K - $15.2K
|
8.63K
$243K
|