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 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
$2.68M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
226New |
$5.41K - $6.04K
|
226
$7.02K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-274- 67.82% |
$6.56K - $7.32K
|
130
$4.04K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
331New |
$7.92K - $8.84K
|
331
$10.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
506+ 2.35% |
$12.1K - $13.5K
|
22.1K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
15.1KNew |
$362K - $404K
|
15.1K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
135New |
$3.23K - $3.61K
|
135
$4.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-76- 0.68% |
$1.82K - $2.03K
|
11.1K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2KNew |
$47.9K - $53.4K
|
2K
$62.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86New |
$2.06K - $2.3K
|
86
$2.67K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.48K- 20.85% |
$59.3K - $66.2K
|
9.41K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
15.7KNew |
$376K - $420K
|
15.7K
$488K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.76K- 63.68% |
$66.1K - $73.7K
|
1.57K
$48.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-741- 3.1% |
$17.7K - $19.8K
|
23.1K
$719K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
98New |
$2.35K - $2.62K
|
98
$3.04K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-138K- 91.69% |
$3.31M - $3.7M
|
12.5K
$390K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-54.3K- 80.87% |
$1.3M - $1.45M
|
12.8K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
45New |
$1.08K - $1.2K
|
45
$1.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-33.7K- 3.68% |
$807K - $900K
|
882K
$27.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 2.33% |
$47.9 - $53.4
|
88
$2.73K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
139+ 32.25% |
$3.46K - $3.68K
|
570
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48- 0.21% |
$1.19K - $1.27K
|
23K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$272K - $290K
|
10.9K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.1KNew |
$2.07M - $2.2M
|
83.1K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
329New |
$8.19K - $8.72K
|
329
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
125New |
$3.11K - $3.31K
|
125
$3.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-465KClosed |
$11.6M - $12.3M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
647New |
$16.1K - $17.1K
|
647
$20.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.17K- 12.93% |
$104K - $111K
|
28.1K
$872K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-40.5K- 4.52% |
$1.01M - $1.07M
|
854K
$26.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
81+ 78.64% |
$2.02K - $2.15K
|
184
$5.72K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$684 - $721
|
28
$870
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.9KNew |
$217K - $229K
|
8.9K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$1.42K - $1.49K
|
58
$1.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-40- 1.73% |
$977 - $1.03K
|
2.28K
$70.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.02KNew |
$24.8K - $26.2K
|
1.02K
$31.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.33KNew |
$32.6K - $34.3K
|
1.33K
$41.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
36New |
$879 - $927
|
36
$1.12K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.81K+ 1.9% |
$117K - $124K
|
258K
$8.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$855 - $901
|
35
$1.09K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
95New |
$2.32K - $2.45K
|
95
$2.95K
|
|
| Q1 2023 | |||||||
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-109Closed |
$2.54K - $2.76K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$55.9K - $60.6K
|
2.4K
$74.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 1.82% |
$583 - $633
|
1.35K
$42K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.6KNew |
$1.06M - $1.15M
|
45.6K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.4KNew |
$219K - $238K
|
9.4K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.82KNew |
$42.4K - $46K
|
1.82K
$56.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.05K+ 21.84% |
$24.5K - $26.6K
|
5.87K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-269- 14.39% |
$6.27K - $6.81K
|
1.6K
$49.7K
|
|