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 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.36KNew |
$30.2K - $35K
|
1.36K
$42.2K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
243New |
$5.39K - $6.25K
|
243
$7.55K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
13KNew |
$288K - $334K
|
13K
$403K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 0.72% |
$5.61K - $6.51K
|
35.1K
$1.09M
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
10.3K+ 5.94% |
$228K - $264K
|
183K
$5.69M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
10.9KNew |
$242K - $281K
|
10.9K
$339K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.24K+ 24.84% |
$49.7K - $57.7K
|
11.3K
$350K
|
|
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
$101K
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
6.23K+ 9.91% |
$138K - $160K
|
69K
$2.14M
|
|
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
$37.4M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9KNew |
$210K - $245K
|
9K
$280K
|
|
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
$16.8K
|
|
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
$93.9K
|
|
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
$9.1K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.22KClosed |
$23.3K - $25.2K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-298KClosed |
$5.02M - $6.38M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.2KClosed |
$222K - $282K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1Closed |
$16.8 - $21.4
|
0
$0
|
|
Q1 2020 | |||||||
May 07, 2020
Q1 2020
|
Xponance, Inc.
|
SELL
|
- |
-61.8KClosed |
$959K - $1.52M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-19.8KClosed |
$307K - $488K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.3KClosed |
$51.2K - $81.4K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 04, 2019
Q3 2019
|
Sym Financial Corp
|
SELL
|
- |
-10.8KClosed |
$229K - $253K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13KNew |
$291K - $318K
|
13K
$403K
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-100Closed |
$2.24K - $2.45K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-63.9KClosed |
$1.39M - $1.55M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-32.9KClosed |
$718K - $798K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-154Closed |
$3.36K - $3.73K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
7.95KNew |
$192K - $205K
|
7.95K
$247K
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
230KNew |
$5.57M - $5.94M
|
230K
$7.14M
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-914Closed |
$22.1K - $23.6K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-22.3KClosed |
$540K - $577K
|
0
$0
|