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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.08K+ 4.44% |
$55K - $62.1K
|
48.9K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.61K+ 13.98% |
$201K - $227K
|
62.1K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-49K- 6.87% |
$1.29M - $1.46M
|
664K
$18.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.64K- 9.99% |
$43.3K - $49K
|
14.8K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-15.4K- 13.26% |
$407K - $460K
|
101K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
15.3K+ 13.98% |
$405K - $457K
|
125K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.48K+ 6.73% |
$65.6K - $74.1K
|
39.3K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.13K- 7.36% |
$29.8K - $33.7K
|
14.2K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.26KNew |
$59.7K - $67.5K
|
2.26K
$62.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
494+ 3.5% |
$13.1K - $14.8K
|
14.6K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.92KNew |
$50.7K - $57.3K
|
1.92K
$53.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
18.1K+ 21.74% |
$479K - $541K
|
101K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-467- 2.18% |
$12.3K - $13.9K
|
20.9K
$580K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12New |
$317 - $358
|
12
$333
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.9K- 24.04% |
$605K - $684K
|
72.3K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-216- 25.15% |
$5.71K - $6.45K
|
643
$17.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-38.7K- 9.42% |
$1.02M - $1.16M
|
373K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.32K+ 44.21% |
$114K - $129K
|
14.1K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.4K- 0.47% |
$89.9K - $102K
|
720K
$20M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-408- 7.78% |
$10.8K - $12.2K
|
4.84K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114+ 0.83% |
$3.01K - $3.4K
|
13.9K
$384K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-35.8K- 29.06% |
$947K - $1.07M
|
87.5K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.54K- 15.16% |
$199K - $225K
|
42.2K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.44K+ 4.51% |
$37.9K - $42.8K
|
33.2K
$921K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 5.28% |
$35.9K - $40.6K
|
24.4K
$675K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 7.12% |
$133K - $150K
|
65.6K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.7KNew |
$467K - $527K
|
17.7K
$489K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
262New |
$6.92K - $7.82K
|
262
$7.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.79K- 1.84% |
$206K - $233K
|
415K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.27K+ 0.84% |
$60K - $67.8K
|
273K
$7.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.73K- 3.64% |
$125K - $141K
|
125K
$3.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
400+ 4.91% |
$10.6K - $11.9K
|
8.55K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
783+ 0.99% |
$20.7K - $23.4K
|
79.8K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
66+ 0.13% |
$1.74K - $1.97K
|
50.9K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
1.09K+ 9.59% |
$28.7K - $32.4K
|
12.4K
$343K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.4K+ 10.07% |
$592K - $669K
|
245K
$6.78M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.2K- 14.09% |
$375K - $423K
|
86.4K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
228+ 0.86% |
$6.03K - $6.81K
|
26.7K
$739K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.56K+ 20.51% |
$41.2K - $46.5K
|
9.15K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.65K+ 18.58% |
$69.9K - $79K
|
16.9K
$468K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.48K- 25.56% |
$145K - $164K
|
16K
$443K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
599+ 0.71% |
$15.8K - $17.9K
|
85.4K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.7K- 21.03% |
$177K - $200K
|
25.2K
$697K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.3K- 28.69% |
$590K - $666K
|
55.5K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.24KNew |
$59.3K - $66.9K
|
2.24K
$62.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.5K+ 12.71% |
$66.1K - $74.7K
|
22.2K
$614K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.01K+ 23.78% |
$185K - $209K
|
36.5K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.76K- 3.41% |
$152K - $172K
|
163K
$4.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 46.83% |
$350K - $395K
|
41.5K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
158New |
$4.18K - $4.72K
|
158
$4.38K
|