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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.7% |
$78.9 - $92.6
|
570
$15.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
449KNew |
$8.85M - $10.4M
|
449K
$12.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20KNew |
$396K - $464K
|
20K
$555K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
10.3K+ 2.66% |
$202K - $237K
|
395K
$10.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
10.3KNew |
$204K - $239K
|
10.3K
$286K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.3K- 9.72% |
$25.7K - $30.1K
|
12.1K
$335K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-156- 97.5% |
$3.08K - $3.61K
|
4
$111
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
242New |
$5.37K - $6.22K
|
242
$6.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-32.4KClosed |
$718K - $832K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-32Closed |
$710 - $823
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8.83KClosed |
$196K - $227K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
760New |
$16.9K - $19.5K
|
760
$21.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.5KClosed |
$566K - $656K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.09KNew |
$46.3K - $53.7K
|
2.09K
$57.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.43K- 7.47% |
$31.7K - $36.8K
|
17.7K
$490K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.36KNew |
$30.2K - $35K
|
1.36K
$37.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
243New |
$5.39K - $6.25K
|
243
$6.73K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
13KNew |
$288K - $334K
|
13K
$360K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 0.72% |
$5.61K - $6.51K
|
35.1K
$971K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
10.3K+ 5.94% |
$228K - $264K
|
183K
$5.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.24K+ 24.84% |
$49.7K - $57.7K
|
11.3K
$312K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
10.9KNew |
$242K - $281K
|
10.9K
$302K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-306Closed |
$6.79K - $7.87K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-218Closed |
$4.84K - $5.61K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
3.25KNew |
$72.2K - $83.7K
|
3.25K
$90.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
6.23K+ 9.91% |
$138K - $160K
|
69K
$1.91M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-161Closed |
$3.76K - $4.39K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
CALL |
1.21MNew |
$28.2M - $32.9M
|
1.21M
$33.4M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.24KClosed |
$122K - $143K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9KNew |
$210K - $245K
|
9K
$249K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
255New |
$5.96K - $6.95K
|
255
$7.06K
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-14.8KClosed |
$346K - $404K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-890Closed |
$20.8K - $24.3K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-72Closed |
$1.68K - $1.96K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$249K - $290K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7Closed |
$164 - $191
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.48KClosed |
$208K - $224K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-173Closed |
$4.24K - $4.57K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.6KClosed |
$259K - $279K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13KClosed |
$320K - $344K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.51KClosed |
$233K - $251K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.5KClosed |
$733K - $782K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-625- 53.65% |
$15.5K - $16.6K
|
540
$15K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-110Closed |
$2.73K - $2.91K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.02KNew |
$75.1K - $80.1K
|
3.02K
$83.8K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$2.54K - $2.73K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.75KClosed |
$171K - $184K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-33Closed |
$751 - $849
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
293New |
$5.48K - $6.75K
|
293
$8.12K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.22KClosed |
$23.3K - $25.2K
|
0
$0
|
|