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 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
179New |
$4.78K - $5.65K
|
179
$5.88K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.2KNew |
$512K - $606K
|
19.2K
$630K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
83.8KNew |
$2.24M - $2.65M
|
83.8K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 13.52% |
$52.1K - $61.5K
|
12.5K
$410K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.78K- 14.69% |
$47.4K - $56.1K
|
10.3K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.66K- 20.35% |
$178K - $210K
|
26.1K
$856K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.1K- 12.56% |
$376K - $445K
|
98.1K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
88.9K+ 17.64% |
$2.37M - $2.81M
|
593K
$19.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.95K- 1.45% |
$159K - $188K
|
405K
$13.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-32K- 74.42% |
$855K - $1.01M
|
11K
$362K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
88+ 3.61% |
$2.35K - $2.78K
|
2.53K
$83K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.3K- 68.79% |
$2.19M - $2.42M
|
37.4K
$1.23M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
125New |
$3.33K - $3.67K
|
125
$4.11K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-913- 5.68% |
$24.3K - $26.8K
|
15.2K
$498K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-518- 28.26% |
$13.8K - $15.2K
|
1.32K
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.02K+ 5.52% |
$27.2K - $29.9K
|
19.5K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.71KNew |
$232K - $255K
|
8.71K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7K+ 100.0% |
$187K - $205K
|
14K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-410- 2.58% |
$10.9K - $12K
|
15.5K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 1.96% |
$320 - $352
|
623
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-6.08K- 49.21% |
$162K - $178K
|
6.28K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 2.94% |
$53.3 - $58.7
|
66
$2.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9.71K- 4.74% |
$259K - $285K
|
195K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.99K+ 9065.45% |
$133K - $146K
|
5.04K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
206K+ 69.71% |
$5.48M - $6.03M
|
501K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.7KNew |
$258K - $285K
|
9.7K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
62New |
$1.65K - $1.82K
|
62
$2.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
182New |
$4.85K - $5.34K
|
182
$5.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 4.4% |
$320 - $352
|
285
$9.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38New |
$1.01K - $1.11K
|
38
$1.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
83+ 2.09% |
$2.21K - $2.44K
|
4.06K
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.3KNew |
$115K - $126K
|
4.3K
$141K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
649New |
$17.3K - $19K
|
649
$21.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
287New |
$7.65K - $8.42K
|
287
$9.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.01K- 6.18% |
$26.9K - $29.6K
|
15.3K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-38.1K- 32.88% |
$1.01M - $1.12M
|
77.7K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 2.11% |
$453 - $499
|
824
$27.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.54K+ 3.52% |
$174K - $192K
|
192K
$6.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
874+ 5.99% |
$23.3K - $25.6K
|
15.5K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 5.78% |
$1.33K - $1.47K
|
815
$26.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.29K+ 183.23% |
$61.1K - $67.3K
|
3.55K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-484- 25.21% |
$12.9K - $14.2K
|
1.44K
$47.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5- 8.93% |
$133 - $147
|
51
$1.68K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
129New |
$3.44K - $3.78K
|
129
$4.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.45KNew |
$119K - $131K
|
4.45K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.81K- 41.2% |
$155K - $170K
|
8.29K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.48KNew |
$119K - $131K
|
4.48K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
311+ 13.76% |
$8.29K - $9.12K
|
2.57K
$84.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
192+ 2.09% |
$5.12K - $5.63K
|
9.4K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.83KNew |
$209K - $230K
|
7.83K
$257K
|
|