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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
107New |
$2.85K - $3.14K
|
107
$3.32K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 84.34% |
$35.3K - $38.9K
|
246
$7.64K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
321+ 0.36% |
$8.55K - $9.42K
|
88.3K
$2.74M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.6K- 22.14% |
$1.05M - $1.16M
|
139K
$4.32M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.26K+ 26.41% |
$33.6K - $37K
|
6.04K
$187K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.19K- 3.71% |
$85K - $93.6K
|
82.9K
$2.57M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$1.65K - $1.82K
|
62
$1.93K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 4.47% |
$72K - $79.2K
|
57.7K
$1.79M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 74.68% |
$273K - $301K
|
24K
$745K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.1K+ 101.49% |
$375K - $413K
|
28K
$868K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.7KNew |
$258K - $285K
|
9.7K
$301K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 0.37% |
$82.2K - $90.5K
|
836K
$26M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.81K+ 57.21% |
$208K - $229K
|
21.5K
$666K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 16.19% |
$432K - $476K
|
116K
$3.62M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
31.5KNew |
$839K - $924K
|
31.5K
$978K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
127K+ 32.92% |
$3.39M - $3.73M
|
513K
$15.9M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 4.4% |
$320 - $352
|
285
$8.85K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-987- 3.8% |
$26.3K - $29K
|
25K
$776K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38New |
$1.01K - $1.11K
|
38
$1.18K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
666K+ 17.65% |
$17.8M - $19.6M
|
4.44M
$138M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
182New |
$4.85K - $5.34K
|
182
$5.65K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
505+ 3.96% |
$13.5K - $14.8K
|
13.2K
$411K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 3.12% |
$270K - $297K
|
314K
$9.75M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
427+ 234.62% |
$11.4K - $12.5K
|
609
$18.9K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
999+ 14.06% |
$26.6K - $29.3K
|
8.1K
$252K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.48K+ 248000.0% |
$66.1K - $72.8K
|
2.48K
$77.1K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
304K+ 6.19% |
$8.11M - $8.93M
|
5.22M
$162M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
287New |
$7.65K - $8.42K
|
287
$8.91K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
649New |
$17.3K - $19K
|
649
$20.2K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.3KNew |
$115K - $126K
|
4.3K
$134K
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
83+ 2.09% |
$2.21K - $2.44K
|
4.06K
$126K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-38.5K- 8.42% |
$1.03M - $1.13M
|
419K
$13M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-18.1K- 4.97% |
$482K - $530K
|
346K
$10.7M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.01K- 6.18% |
$26.9K - $29.6K
|
15.3K
$477K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.41K- 3.07% |
$197K - $217K
|
234K
$7.27M
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.28K+ 1.81% |
$87.4K - $96.2K
|
184K
$5.72M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 110.77% |
$6.63M - $7.3M
|
473K
$14.7M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
172K+ 1.17% |
$4.59M - $5.05M
|
14.9M
$464M
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-38.1K- 32.88% |
$1.01M - $1.12M
|
77.7K
$2.41M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.18K+ 70.09% |
$218K - $240K
|
19.8K
$616K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.39K- 12.02% |
$117K - $129K
|
32.1K
$997K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.17K+ 1.71% |
$84.6K - $93.1K
|
189K
$5.86M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.21K- 3.71% |
$32.2K - $35.5K
|
31.3K
$973K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
129K+ 614.86% |
$3.43M - $3.78M
|
150K
$4.65M
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-392- 0.45% |
$10.4K - $11.5K
|
86.7K
$2.69M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.54K+ 3.52% |
$174K - $192K
|
192K
$5.97M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25.4K+ 19.99% |
$678K - $746K
|
153K
$4.74M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 2.11% |
$453 - $499
|
824
$25.6K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
747+ 1.78% |
$19.9K - $21.9K
|
42.7K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.07K+ 1.12% |
$81.7K - $90K
|
276K
$8.58M
|