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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-920- 0.22% |
$24.6K - $29.1K
|
411K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
103+ 0.73% |
$2.75K - $3.25K
|
14.3K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-12.2K- 11.81% |
$326K - $385K
|
91.1K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.14K+ 3.56% |
$30.5K - $36.1K
|
33.2K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.49% |
$214 - $253
|
1.62K
$53.3K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
6.82K+ 2.47% |
$182K - $215K
|
283K
$9.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.28K+ 3.54% |
$221K - $261K
|
242K
$7.96M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-56- 0.12% |
$1.5K - $1.77K
|
46K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
20.9KNew |
$559K - $660K
|
20.9K
$687K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
165New |
$4.41K - $5.21K
|
165
$5.42K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.6KNew |
$792K - $936K
|
29.6K
$974K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.12KNew |
$137K - $162K
|
5.12K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-616- 4.16% |
$16.5K - $19.5K
|
14.2K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 38.2% |
$115K - $136K
|
6.98K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
853+ 5.44% |
$22.8K - $26.9K
|
16.5K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.8KNew |
$663K - $784K
|
24.8K
$816K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.39K+ 132.33% |
$224K - $265K
|
14.7K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
147+ 24.18% |
$3.93K - $4.64K
|
755
$24.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.7K+ 14.1% |
$1.78M - $2.11M
|
540K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-83.4K- 65.61% |
$2.23M - $2.63M
|
43.7K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
655+ 42.48% |
$17.5K - $20.7K
|
2.2K
$72.2K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 0.4% |
$2.96K - $3.51K
|
27.7K
$912K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 1.37% |
$50.9K - $60.1K
|
137K
$4.51M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.02K- 2.91% |
$241K - $285K
|
301K
$9.88M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.56K+ 7.67% |
$255K - $302K
|
134K
$4.41M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17.9KNew |
$478K - $565K
|
17.9K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.5K- 30.4% |
$174K - $205K
|
14.9K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
399+ 0.98% |
$10.7K - $12.6K
|
41K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
655+ 3.56% |
$17.5K - $20.7K
|
19.1K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-8.34K- 24.42% |
$223K - $263K
|
25.8K
$848K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.68KNew |
$205K - $243K
|
7.68K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-33.3K- 14.88% |
$889K - $1.05M
|
190K
$6.26M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-77K- 55.54% |
$2.06M - $2.43M
|
61.6K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
259New |
$6.92K - $8.18K
|
259
$8.51K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.4KNew |
$198K - $234K
|
7.4K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
232New |
$6.2K - $7.33K
|
232
$7.62K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-214- 2.55% |
$5.72K - $6.76K
|
8.17K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.96K+ 71.18% |
$159K - $188K
|
14.3K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.58K- 8.8% |
$69K - $81.5K
|
26.8K
$879K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-5.66K- 20.54% |
$151K - $179K
|
21.9K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-28.2K- 37.65% |
$754K - $891K
|
46.7K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
18.2K+ 143.88% |
$487K - $576K
|
30.9K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.22K+ 0.28% |
$59.2K - $70K
|
806K
$26.5M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7.64K+ 14.85% |
$204K - $241K
|
59.1K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-566- 3.9% |
$15.1K - $17.9K
|
14K
$459K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.08K- 1.75% |
$28.7K - $33.9K
|
60.4K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.12K- 14.03% |
$56.7K - $67K
|
13K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.93K- 14.5% |
$105K - $124K
|
23.2K
$761K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-118- 0.23% |
$3.15K - $3.73K
|
51.9K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.19K- 4.89% |
$31.8K - $37.6K
|
23.2K
$761K
|