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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.51K- 7.8% |
$174K - $206K
|
77K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5+ 0.02% |
$134 - $158
|
24.9K
$817K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-90.4K- 92.19% |
$2.42M - $2.86M
|
7.66K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
724+ 126.57% |
$19.3K - $22.9K
|
1.3K
$42.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211K+ 223.71% |
$5.62M - $6.65M
|
305K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.49K- 2.4% |
$66.5K - $78.6K
|
101K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 1.67% |
$27.4K - $32.3K
|
62.2K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
793+ 4.0% |
$21.2K - $25K
|
20.6K
$678K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.5K+ 302.32% |
$654K - $774K
|
32.6K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.07KNew |
$189K - $223K
|
7.07K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.83K- 1.0% |
$49K - $57.9K
|
182K
$5.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
84New |
$2.24K - $2.65K
|
84
$2.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-905K- 17.35% |
$24.2M - $28.6M
|
4.31M
$142M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.4K- 14.41% |
$385K - $455K
|
85.6K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-860- 3.46% |
$23K - $27.2K
|
24K
$788K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
21.3K+ 76.39% |
$568K - $672K
|
49.1K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.9K+ 2.48% |
$291K - $344K
|
449K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-123- 0.58% |
$3.29K - $3.88K
|
21.2K
$697K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
93.2KNew |
$2.49M - $2.94M
|
93.2K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-64.1K- 19.08% |
$1.71M - $2.02M
|
272K
$8.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75K+ 145.42% |
$46.7K - $55.2K
|
2.95K
$96.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
7.31KNew |
$195K - $231K
|
7.31K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-503- 5.83% |
$13.4K - $15.9K
|
8.13K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-80- 0.23% |
$2.14K - $2.53K
|
35.4K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 35.11% |
$322K - $381K
|
22.3K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-132- 1.85% |
$3.53K - $4.17K
|
7.01K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
71.6KNew |
$1.91M - $2.26M
|
71.6K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.16K+ 9.86% |
$165K - $195K
|
68.7K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-414- 0.79% |
$11.1K - $13.1K
|
51.8K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172+ 1.26% |
$4.59K - $5.43K
|
13.8K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.66K- 23.99% |
$71K - $83.9K
|
8.42K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.31K+ 5.1% |
$34.9K - $41.2K
|
26.9K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-610- 6.46% |
$16.3K - $19.3K
|
8.83K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$4.54K - $5.37K
|
170
$5.59K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-141K- 93.96% |
$3.76M - $4.44M
|
9.05K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-747- 6.74% |
$20K - $23.6K
|
10.3K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.56K+ 21.27% |
$95.2K - $113K
|
20.3K
$668K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
61.2K+ 54.33% |
$1.64M - $1.93M
|
174K
$5.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35New |
$935 - $1.11K
|
35
$1.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.05K- 20.89% |
$54.6K - $64.6K
|
7.75K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
69.5K+ 220.8% |
$1.86M - $2.19M
|
101K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 7.18% |
$102K - $121K
|
49.4K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$1.34K - $1.58K
|
50
$1.64K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.3K+ 1.66% |
$301K - $356K
|
688K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.84K+ 9.01% |
$49.1K - $58K
|
22.2K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-51- 5.78% |
$1.36K - $1.61K
|
832
$27.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
604+ 1.42% |
$16.1K - $19.1K
|
43.1K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-688- 0.94% |
$18.4K - $21.7K
|
72.2K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.71K- 28.84% |
$126K - $149K
|
11.6K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-16.1K- 5.45% |
$429K - $508K
|
279K
$9.17M
|