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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
350New |
$9.25K - $10.5K
|
350
$9.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-324- 2.05% |
$8.56K - $9.67K
|
15.5K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1New |
$26.4 - $29.9
|
1
$27.7
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.51K- 15.11% |
$66.3K - $74.9K
|
14.1K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-268- 0.36% |
$7.08K - $8K
|
74.4K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
763+ 3.16% |
$20.2K - $22.8K
|
24.9K
$691K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.29K+ 3.08% |
$86.9K - $98.2K
|
110K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 0.48% |
$35.9K - $40.6K
|
281K
$7.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.49K+ 51.52% |
$145K - $164K
|
16.1K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.45K- 5.33% |
$38.3K - $43.3K
|
25.8K
$714K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
28.2K+ 3.82% |
$744K - $841K
|
765K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-456- 1.99% |
$12.1K - $13.6K
|
22.4K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-210- 2.91% |
$5.55K - $6.27K
|
7.01K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.28KNew |
$192K - $217K
|
7.28K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.27KNew |
$219K - $247K
|
8.27K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
218+ 1.21% |
$5.76K - $6.51K
|
18.3K
$506K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
314+ 1.2% |
$8.3K - $9.38K
|
26.4K
$732K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-121- 1.04% |
$3.2K - $3.61K
|
11.5K
$319K
|
|
|
Oct 09, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-660- 3.22% |
$17.4K - $19.7K
|
19.8K
$549K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.99K- 5.19% |
$132K - $149K
|
91.1K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-115- 0.73% |
$3.04K - $3.43K
|
15.7K
$434K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 22.8% |
$79.7K - $90.1K
|
16.2K
$450K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
23.9K+ 6.99% |
$631K - $713K
|
366K
$10.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.27K+ 6.02% |
$59.9K - $67.7K
|
39.9K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19.3K- 9.84% |
$509K - $575K
|
176K
$4.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-456- 0.16% |
$12.1K - $13.6K
|
289K
$8M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-227- 0.67% |
$6K - $6.78K
|
33.5K
$928K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
197+ 6.23% |
$5.21K - $5.88K
|
3.36K
$93.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
178KNew |
$4.72M - $5.33M
|
178K
$4.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3KNew |
$326K - $368K
|
12.3K
$342K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.5K+ 20.9% |
$515K - $582K
|
113K
$3.12M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-469- 4.16% |
$12.4K - $14K
|
10.8K
$299K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.73K+ 1.74% |
$210K - $226K
|
453K
$12.6M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
11KNew |
$299K - $322K
|
11K
$305K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.84K- 11.33% |
$50K - $53.9K
|
14.4K
$400K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-522- 3.18% |
$14.2K - $15.3K
|
15.9K
$441K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.3KNew |
$1.45M - $1.56M
|
53.3K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
112New |
$3.04K - $3.27K
|
112
$3.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.1% |
$543 - $585
|
1.83K
$50.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.5KNew |
$501K - $540K
|
18.5K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$298K - $322K
|
11K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
71+ 0.14% |
$1.93K - $2.08K
|
50.8K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.22KNew |
$223K - $240K
|
8.22K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
556New |
$15.1K - $16.3K
|
556
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.22K+ 0.73% |
$33K - $35.5K
|
168K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.67KNew |
$99.5K - $107K
|
3.67K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.3K+ 44.42% |
$1.56M - $1.68M
|
186K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-132- 43.0% |
$3.58K - $3.86K
|
175
$4.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.04K- 6.29% |
$55.4K - $59.7K
|
30.4K
$843K
|
|