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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21.6K- 7.08% |
$576K - $721K
|
283K
$9.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 0.6% |
$65.5K - $82.1K
|
413K
$14.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
695+ 4.98% |
$18.5K - $23.2K
|
14.6K
$503K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.31K+ 1.9% |
$88.3K - $111K
|
177K
$6.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
503+ 2.17% |
$13.4K - $16.8K
|
23.7K
$813K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$26.7 - $33.4
|
72.2K
$2.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.09K+ 44.24% |
$82.4K - $103K
|
10.1K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.21K+ 13.34% |
$32.2K - $40.4K
|
10.3K
$352K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.1K- 10.03% |
$510K - $639K
|
171K
$5.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 9.52% |
$125K - $157K
|
54.1K
$1.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
254+ 3.28% |
$6.78K - $8.49K
|
8K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-27.7K- 10.18% |
$739K - $926K
|
244K
$8.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
223New |
$5.95K - $7.46K
|
223
$7.66K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
84New |
$2.24K - $2.81K
|
84
$2.89K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
57+ 0.12% |
$1.52K - $1.91K
|
46K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
491New |
$13.1K - $16.4K
|
491
$16.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
9+ 0.04% |
$240 - $301
|
21.2K
$730K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
93+ 2.29% |
$2.48K - $3.11K
|
4.15K
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.71K- 19.36% |
$45.6K - $57.1K
|
7.12K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.6K+ 1.83% |
$336K - $421K
|
701K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-65- 0.89% |
$1.73K - $2.17K
|
7.25K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.02K+ 27.29% |
$107K - $134K
|
18.7K
$644K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 73.63% |
$245K - $307K
|
21.6K
$743K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
355+ 5.02% |
$9.47K - $11.9K
|
7.42K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 4.76% |
$33.1K - $41.4K
|
27.3K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
96.3KNew |
$2.57M - $3.22M
|
96.3K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
323+ 1.68% |
$8.62K - $10.8K
|
19.5K
$670K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.16K+ 5.66% |
$138K - $173K
|
96.3K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 10.41% |
$32K - $40.1K
|
10.3K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.07K- 18.82% |
$55.3K - $69.3K
|
8.94K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
341K+ 2961.73% |
$9.11M - $11.4M
|
353K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.24K+ 19.25% |
$59.8K - $74.9K
|
13.9K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.03K- 7.14% |
$54.2K - $67.8K
|
26.4K
$907K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.3K+ 50.94% |
$274K - $343K
|
30.4K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.79KNew |
$47.7K - $59.8K
|
1.79K
$61.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-397- 1.6% |
$10.6K - $13.3K
|
24.4K
$839K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.34% |
$1.92K - $2.41K
|
21.2K
$728K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.88KNew |
$130K - $163K
|
4.88K
$168K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.11K- 1.09% |
$29.6K - $37.1K
|
100K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
85.6KNew |
$2.28M - $2.86M
|
85.6K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.58K+ 7.11% |
$42.2K - $52.9K
|
23.8K
$819K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.8K+ 3.26% |
$261K - $328K
|
310K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
346+ 2.24% |
$9.23K - $11.6K
|
15.8K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-131K- 22.02% |
$3.48M - $4.36M
|
462K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
45+ 0.17% |
$1.2K - $1.5K
|
26.9K
$926K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-17.6K- 32.5% |
$469K - $588K
|
36.5K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-90- 10.92% |
$2.4K - $3.01K
|
734
$25.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.19K+ 5.14% |
$31.8K - $39.8K
|
24.4K
$837K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.73K+ 0.34% |
$73K - $91.4K
|
809K
$27.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.88K- 0.67% |
$50.2K - $62.9K
|
277K
$9.52M
|