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 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$684 - $721
|
28
$962
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.9KNew |
$217K - $229K
|
8.9K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$1.42K - $1.49K
|
58
$1.99K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-40- 1.73% |
$977 - $1.03K
|
2.28K
$78.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.02KNew |
$24.8K - $26.2K
|
1.02K
$34.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.33KNew |
$32.6K - $34.3K
|
1.33K
$45.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
36New |
$879 - $927
|
36
$1.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.81K+ 1.9% |
$117K - $124K
|
258K
$8.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
95New |
$2.32K - $2.45K
|
95
$3.26K
|
|
| 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
$82.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 1.82% |
$583 - $633
|
1.35K
$46.5K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.6KNew |
$1.06M - $1.15M
|
45.6K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.4KNew |
$219K - $238K
|
9.4K
$323K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.05K+ 21.84% |
$24.5K - $26.6K
|
5.87K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-269- 14.39% |
$6.27K - $6.81K
|
1.6K
$55K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
47New |
$1.1K - $1.19K
|
47
$1.61K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.47KNew |
$57.6K - $62.5K
|
2.47K
$84.9K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.1K- 30.86% |
$142K - $154K
|
13.7K
$469K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 47.06% |
$373 - $405
|
50
$1.72K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19KNew |
$444K - $482K
|
19K
$654K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-30- 50.0% |
$700 - $759
|
30
$1.03K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
639New |
$14.9K - $16.2K
|
639
$22K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
15.1KNew |
$298K - $357K
|
15.1K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.46KNew |
$68.4K - $81.9K
|
3.46K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
33.8K+ 2.53% |
$667K - $799K
|
1.37M
$46.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
91New |
$1.8K - $2.15K
|
91
$3.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-8.81K- 16.89% |
$174K - $208K
|
43.3K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
251New |
$4.96K - $5.94K
|
251
$8.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.18KNew |
$23.4K - $28K
|
1.18K
$40.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.02KNew |
$39.9K - $47.8K
|
2.02K
$69.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
279+ 1.07% |
$5.52K - $6.6K
|
26.2K
$902K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
291KNew |
$5.75M - $6.89M
|
291K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
34.8KNew |
$688K - $823K
|
34.8K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.98KNew |
$118K - $142K
|
5.98K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
118New |
$2.33K - $2.79K
|
118
$4.05K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
212+ 1.18% |
$4.19K - $5.02K
|
18.1K
$623K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
93New |
$1.84K - $2.2K
|
93
$3.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
53New |
$1.05K - $1.25K
|
53
$1.82K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
114New |
$2.25K - $2.7K
|
114
$3.92K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-41- 39.42% |
$811 - $970
|
63
$2.16K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
126New |
$2.49K - $2.98K
|
126
$4.33K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.41K- 74.64% |
$146K - $175K
|
2.52K
$86.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.9KNew |
$215K - $252K
|
10.9K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.43K+ 34.46% |
$67.7K - $79.4K
|
13.4K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.4KNew |
$343K - $403K
|
17.4K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.11M+ 176.14% |
$41.6M - $48.7M
|
3.3M
$113M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-124K- 16.89% |
$2.44M - $2.86M
|
608K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.7% |
$78.9 - $92.6
|
570
$19.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
449KNew |
$8.85M - $10.4M
|
449K
$15.4M
|
|