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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64New |
$1.74K - $1.87K
|
64
$2.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.2K- 1.93% |
$357K - $385K
|
668K
$22M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
68New |
$1.85K - $1.99K
|
68
$2.23K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
14.2KNew |
$386K - $416K
|
14.2K
$468K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
590New |
$16K - $17.3K
|
590
$19.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-5.42K- 93.17% |
$147K - $158K
|
397
$13K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.5K- 46.88% |
$204K - $219K
|
8.5K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-44- 0.23% |
$1.19K - $1.29K
|
19.3K
$636K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-105- 10.19% |
$2.85K - $3.07K
|
925
$30.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
208New |
$5.65K - $6.08K
|
208
$6.83K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
780New |
$21.2K - $22.8K
|
780
$25.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$543 - $585
|
20
$657
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.22KNew |
$250K - $270K
|
9.22K
$303K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-840- 8.64% |
$22.8K - $24.6K
|
8.89K
$292K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-9- 90.0% |
$244 - $263
|
1
$32.9
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60New |
$1.63K - $1.75K
|
60
$1.97K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.3K- 85.4% |
$33.7K - $36.7K
|
222
$7.29K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 98.68% |
$30.9K - $33.7K
|
16
$526
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
172New |
$4.46K - $4.86K
|
172
$5.65K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
178K+ 598.86% |
$4.6M - $5.02M
|
207K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-587- 0.43% |
$15.2K - $16.6K
|
136K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-564- 7.2% |
$14.6K - $15.9K
|
7.26K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.6K- 40.8% |
$793K - $865K
|
44.4K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$133K - $145K
|
5.12K
$168K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
43New |
$1.11K - $1.22K
|
43
$1.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
35.7KNew |
$924K - $1.01M
|
35.7K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-52- 0.21% |
$1.35K - $1.47K
|
25.1K
$824K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-236- 1.11% |
$6.12K - $6.67K
|
21K
$690K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.65KNew |
$198K - $216K
|
7.65K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
700New |
$18.2K - $19.8K
|
700
$23K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
167New |
$4.33K - $4.72K
|
167
$5.49K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
34New |
$882 - $961
|
34
$1.12K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
1.21K+ 3.21% |
$31.3K - $34.1K
|
38.7K
$1.27M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
61.2K+ 245.53% |
$1.47M - $1.64M
|
86.1K
$2.83M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
226New |
$5.41K - $6.04K
|
226
$7.43K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-274- 67.82% |
$6.56K - $7.32K
|
130
$4.27K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
331New |
$7.92K - $8.84K
|
331
$10.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
506+ 2.35% |
$12.1K - $13.5K
|
22.1K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
15.1KNew |
$362K - $404K
|
15.1K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
135New |
$3.23K - $3.61K
|
135
$4.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-76- 0.68% |
$1.82K - $2.03K
|
11.1K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2KNew |
$47.9K - $53.4K
|
2K
$65.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86New |
$2.06K - $2.3K
|
86
$2.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.48K- 20.85% |
$59.3K - $66.2K
|
9.41K
$309K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.76K- 63.68% |
$66.1K - $73.7K
|
1.57K
$51.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-741- 3.1% |
$17.7K - $19.8K
|
23.1K
$760K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
98New |
$2.35K - $2.62K
|
98
$3.22K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-138K- 91.69% |
$3.31M - $3.7M
|
12.5K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-54.3K- 80.87% |
$1.3M - $1.45M
|
12.8K
$422K
|
|