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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-216- 0.81% |
$5.77K - $7.22K
|
26.5K
$912K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
145+ 0.28% |
$3.87K - $4.85K
|
52.1K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
550New |
$14.7K - $18.4K
|
550
$18.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 52.01% |
$461K - $578K
|
50.5K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.67K+ 46.39% |
$205K - $256K
|
24.2K
$832K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
354+ 2.5% |
$9.45K - $11.8K
|
14.5K
$499K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.68KNew |
$205K - $257K
|
7.68K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-469- 21.35% |
$12.5K - $15.7K
|
1.73K
$59.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.55K- 3.68% |
$41.5K - $52K
|
40.6K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.17KNew |
$191K - $240K
|
7.17K
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.1K+ 17.14% |
$270K - $338K
|
69.2K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
529+ 6.28% |
$14.1K - $17.7K
|
8.95K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.4KNew |
$517K - $648K
|
19.4K
$666K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$2.64K - $3.31K
|
99
$3.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$322K - $403K
|
12.1K
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.21KNew |
$219K - $274K
|
8.21K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-38- 0.15% |
$1.01K - $1.27K
|
25.8K
$885K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 33.37% |
$416K - $522K
|
62.3K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.9K+ 106.9% |
$930K - $1.17M
|
67.5K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.73% |
$1.36K - $1.71K
|
7.06K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
152K+ 29.15% |
$4.05M - $5.07M
|
672K
$23.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
165+ 11.49% |
$4.4K - $5.52K
|
1.6K
$55K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-58- 0.41% |
$1.55K - $1.94K
|
14.2K
$489K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.49K+ 3.14% |
$39.7K - $49.8K
|
48.8K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 10.54% |
$62.7K - $78.6K
|
24.7K
$847K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-229- 0.38% |
$6.11K - $7.66K
|
60.2K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.5K+ 105.11% |
$387K - $485K
|
28.3K
$973K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
111+ 2.2% |
$2.96K - $3.71K
|
5.15K
$177K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.6K- 6.13% |
$496K - $621K
|
284K
$9.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.01K+ 19.71% |
$107K - $134K
|
24.3K
$836K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
15.8K+ 23.0% |
$422K - $528K
|
84.5K
$2.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.14K+ 110.04% |
$217K - $272K
|
15.5K
$534K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.28K- 1.12% |
$87.5K - $110K
|
290K
$9.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.1K- 0.49% |
$562K - $704K
|
4.29M
$148M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
43+ 5.7% |
$1.15K - $1.44K
|
798
$27.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 2.16% |
$133 - $167
|
237
$8.14K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.79KNew |
$208K - $261K
|
7.79K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-462K- 55.9% |
$12.3M - $15.4M
|
364K
$12.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 2.15% |
$35.7K - $44.7K
|
63.6K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-541- 3.02% |
$14.4K - $18.1K
|
17.4K
$596K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
208KNew |
$5.54M - $6.94M
|
208K
$7.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
409+ 0.3% |
$10.9K - $13.7K
|
135K
$4.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
74.8KNew |
$2M - $2.5M
|
74.8K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
24.2K+ 23.98% |
$646K - $810K
|
125K
$4.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.24K+ 5.34% |
$140K - $175K
|
103K
$3.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103New |
$2.75K - $3.44K
|
103
$3.54K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 0.69% |
$1.71K - $2.14K
|
9.16K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
64.3KNew |
$1.72M - $2.15M
|
64.3K
$2.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.58K+ 19.45% |
$42.2K - $52.9K
|
9.71K
$334K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.58K- 13.39% |
$176K - $220K
|
42.6K
$1.46M
|