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 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-170- 0.47% |
$5.53K - $6.07K
|
36.4K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-671- 7.51% |
$21.8K - $23.9K
|
8.27K
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.15K- 1.58% |
$37.3K - $40.9K
|
71.2K
$2.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.92KNew |
$95K - $104K
|
2.92K
$108K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.9K- 9.46% |
$192K - $210K
|
56.4K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.5KNew |
$1.51M - $1.66M
|
46.5K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-119- 0.56% |
$3.87K - $4.25K
|
21.1K
$778K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
488+ 5.45% |
$15.9K - $17.4K
|
9.44K
$348K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
175New |
$5.69K - $6.25K
|
175
$6.46K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-3.17K- 0.98% |
$103K - $113K
|
321K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.82K- 7.57% |
$255K - $279K
|
95.5K
$3.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.5K- 24.46% |
$537K - $589K
|
51K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 1.45% |
$6.9K - $7.57K
|
14.9K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
742+ 2.75% |
$24.1K - $26.5K
|
27.7K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-618- 1.45% |
$20.1K - $22.1K
|
41.9K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-72- 0.84% |
$2.34K - $2.57K
|
8.5K
$314K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.94K- 7.96% |
$63K - $69.1K
|
22.4K
$827K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-21.3K- 5.3% |
$694K - $762K
|
381K
$14.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-149- 1.16% |
$4.85K - $5.32K
|
12.7K
$468K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 0.3% |
$2.31K - $2.53K
|
23.3K
$861K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.21K- 0.44% |
$39.5K - $43.3K
|
276K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.6K+ 1.81% |
$215K - $235K
|
371K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.84K- 7.72% |
$59.8K - $65.6K
|
22K
$812K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
95.3K+ 28.18% |
$3.1M - $3.4M
|
433K
$16M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7- 0.07% |
$228 - $250
|
10.2K
$375K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 3.37% |
$33.9K - $37.2K
|
29.9K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-9.93K- 6.78% |
$323K - $354K
|
137K
$5.04M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.43K- 8.85% |
$274K - $301K
|
86.8K
$3.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-682- 5.32% |
$22.2K - $24.3K
|
12.1K
$448K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 7.68% |
$34.6K - $38K
|
12.8K
$473K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
120+ 1.68% |
$3.9K - $4.28K
|
7.25K
$268K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-668- 2.45% |
$21.7K - $23.8K
|
26.6K
$983K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.79KNew |
$188K - $207K
|
5.79K
$214K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
246New |
$8K - $8.78K
|
246
$9.08K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
157+ 0.37% |
$5.11K - $5.6K
|
42.4K
$1.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
337K+ 72.98% |
$11M - $12M
|
800K
$29.5M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 67.26% |
$2.7M - $3.38M
|
49.3K
$1.82M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
6.3KNew |
$168K - $211K
|
6.3K
$233K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$37.1K - $46.5K
|
1.39K
$51.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Tlt Family Holdco Ulc
Toronto, |
BUY
|
- |
409KNew |
$10.9M - $13.7M
|
409K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.26KNew |
$220K - $276K
|
8.26K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-179- 1.04% |
$4.78K - $5.99K
|
17K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 2.25% |
$374 - $468
|
637
$23.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
601K+ 9998.02% |
$16M - $20.1M
|
607K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.32KNew |
$35.1K - $44K
|
1.32K
$48.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-100- 0.91% |
$2.67K - $3.34K
|
10.9K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46KNew |
$65.7K - $82.3K
|
2.46K
$90.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
195+ 1.0% |
$5.2K - $6.52K
|
19.7K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
82.9KNew |
$2.21M - $2.77M
|
82.9K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$26.7 - $33.4
|
1
$36.9
|
|