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 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-14.8K- 4.36% |
$395K - $495K
|
325K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-502- 4.87% |
$13.4K - $16.8K
|
9.81K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.04K- 0.5% |
$54.5K - $68.3K
|
403K
$13.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 1.78% |
$1.2K - $1.5K
|
2.57K
$88.3K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.67K+ 11.31% |
$258K - $323K
|
95.2K
$3.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
193+ 1.53% |
$5.15K - $6.45K
|
12.8K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
304KNew |
$8.13M - $10.2M
|
304K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-456- 1.86% |
$12.2K - $15.2K
|
24.1K
$827K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 25.96% |
$219K - $274K
|
23.4K
$803K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7.84K- 43.56% |
$209K - $262K
|
10.2K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.09K- 3.36% |
$136K - $170K
|
146K
$5.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
71.8K+ 26.99% |
$1.92M - $2.4M
|
338K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.27% |
$26.7 - $33.4
|
45
$1.55K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
128New |
$3.42K - $4.28K
|
128
$4.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 3.43% |
$629K - $788K
|
664K
$22.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.14K+ 2.76% |
$30.3K - $38K
|
42.2K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-41.4K- 10.2% |
$1.11M - $1.39M
|
365K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
25+ 0.35% |
$667 - $836
|
7.13K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$215K - $269K
|
8.05K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 15.39% |
$128K - $160K
|
35.9K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-335- 1.07% |
$8.94K - $11.2K
|
30.9K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
132+ 0.56% |
$3.52K - $4.41K
|
23.9K
$820K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 10.53% |
$6.11K - $7.66K
|
1.95K
$66.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.57KNew |
$229K - $286K
|
8.57K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
23New |
$614 - $769
|
23
$790
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.7K+ 12.35% |
$472K - $592K
|
161K
$5.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.53K+ 16.21% |
$67.5K - $84.5K
|
18.1K
$623K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
973+ 7.43% |
$26K - $32.5K
|
14.1K
$483K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
78New |
$2.08K - $2.46K
|
78
$2.68K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4KNew |
$305K - $361K
|
11.4K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.94K- 96.0% |
$51.9K - $61.4K
|
81
$2.78K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
9.24KNew |
$247K - $292K
|
9.24K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.08K- 36.16% |
$162K - $192K
|
10.7K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.43KNew |
$199K - $235K
|
7.43K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
15K+ 27.12% |
$401K - $474K
|
70.3K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
6.66KNew |
$178K - $210K
|
6.66K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-427- 70.11% |
$11.4K - $13.5K
|
182
$6.25K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-19- 0.15% |
$507 - $600
|
12.8K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.72K- 45.52% |
$233K - $275K
|
10.4K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-205- 99.51% |
$5.48K - $6.47K
|
1
$34.4
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36+ 0.21% |
$962 - $1.14K
|
16.9K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
796+ 812.24% |
$21.3K - $25.1K
|
894
$30.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 22.86% |
$31.5K - $37.2K
|
3.98K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
127+ 0.59% |
$3.39K - $4.01K
|
21.6K
$742K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-501K- 11.27% |
$13.4M - $15.8M
|
3.94M
$135M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
924New |
$24.7K - $29.2K
|
924
$31.7K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 25.2% |
$1.66K - $1.96K
|
184
$6.32K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
20.9KNew |
$559K - $660K
|
20.9K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.6KNew |
$792K - $936K
|
29.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.12KNew |
$137K - $162K
|
5.12K
$176K
|
|