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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
43KNew |
$1.15M - $1.26M
|
43K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.02K- 14.3% |
$53.7K - $59.1K
|
12.1K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.4KNew |
$544K - $599K
|
20.4K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21.1K+ 23.13% |
$561K - $618K
|
112K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.56K+ 6.43% |
$68.3K - $75.2K
|
42.5K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
38.9K+ 5.09% |
$1.04M - $1.14M
|
804K
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 89.86% |
$2.7M - $2.97M
|
214K
$6.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.78KNew |
$207K - $228K
|
7.78K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
14.4KNew |
$384K - $423K
|
14.4K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 1.33% |
$853 - $939
|
2.44K
$71.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 25.82% |
$230K - $254K
|
42.1K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
325K+ 182.33% |
$8.67M - $9.55M
|
504K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.8K+ 103.83% |
$341K - $376K
|
25.1K
$736K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.88KNew |
$76.6K - $84.4K
|
2.88K
$84.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
792+ 0.32% |
$21.1K - $23.2K
|
246K
$7.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.33% |
$26.7 - $29.3
|
44
$1.29K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
18KNew |
$480K - $529K
|
18K
$528K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
2.86K+ 26.48% |
$76.2K - $83.9K
|
13.7K
$400K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 4.26% |
$2.37K - $2.61K
|
2.18K
$63.7K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.64K+ 11.37% |
$43.3K - $49K
|
16.1K
$471K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25New |
$661 - $747
|
25
$732
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
11.7KNew |
$310K - $350K
|
11.7K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 3.37% |
$52.9K - $59.7K
|
57.3K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.6K+ 8.86% |
$545K - $616K
|
253K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15.1KNew |
$400K - $452K
|
15.1K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.58KNew |
$200K - $226K
|
7.58K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.82K+ 379.0% |
$48.2K - $54.4K
|
2.3K
$67.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
924New |
$24.4K - $27.6K
|
924
$27.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-57- 21.67% |
$1.51K - $1.7K
|
206
$6.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47K- 98.85% |
$1.24M - $1.4M
|
549
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
314New |
$8.3K - $9.38K
|
314
$9.2K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-596- 12.69% |
$15.8K - $17.8K
|
4.1K
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-6.04K- 23.44% |
$160K - $180K
|
19.7K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.99K- 30.08% |
$106K - $119K
|
9.28K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.13K- 7.36% |
$29.8K - $33.7K
|
14.2K
$415K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-216- 25.15% |
$5.71K - $6.45K
|
643
$18.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.7KNew |
$467K - $527K
|
17.7K
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
262New |
$6.92K - $7.82K
|
262
$7.67K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.24KNew |
$59.3K - $66.9K
|
2.24K
$65.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1New |
$26.4 - $29.9
|
1
$29.3
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
350New |
$9.25K - $10.5K
|
350
$10.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
158New |
$4.18K - $4.72K
|
158
$4.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 46.83% |
$350K - $395K
|
41.5K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.76K- 3.41% |
$152K - $172K
|
163K
$4.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-121- 1.04% |
$3.2K - $3.61K
|
11.5K
$337K
|
|
|
Oct 09, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-115- 0.73% |
$3.04K - $3.43K
|
15.7K
$459K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
11KNew |
$299K - $322K
|
11K
$322K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.1% |
$543 - $585
|
1.83K
$53.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
112New |
$3.04K - $3.27K
|
112
$3.28K
|
|