Latest Institutional Purchases of Ishares Tr Edge Msci Intl Valu (IVLU)
This list provides information on the latest institutional transactions involving Ishares Tr Edge Msci Intl Valu (IVLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
71.8K+ 26.99% |
$1.92M - $2.4M
|
338K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.7K+ 12.35% |
$472K - $592K
|
161K
$5.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.57KNew |
$229K - $286K
|
8.57K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$215K - $269K
|
8.05K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 15.39% |
$128K - $160K
|
35.9K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.53K+ 16.21% |
$67.5K - $84.5K
|
18.1K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.14K+ 2.76% |
$30.3K - $38K
|
42.2K
$1.39M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
973+ 7.43% |
$26K - $32.5K
|
14.1K
$462K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
132+ 0.56% |
$3.52K - $4.41K
|
23.9K
$784K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
128New |
$3.42K - $4.28K
|
128
$4.21K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
25+ 0.35% |
$667 - $836
|
7.13K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
23New |
$614 - $769
|
23
$756
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.27% |
$26.7 - $33.4
|
45
$1.48K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503K+ 3.37% |
$13.4M - $15.9M
|
15.4M
$507M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
298KNew |
$7.96M - $9.42M
|
298K
$9.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211K+ 223.71% |
$5.62M - $6.65M
|
305K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
158K+ 598.81% |
$4.22M - $4.99M
|
184K
$6.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
93.2KNew |
$2.49M - $2.94M
|
93.2K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
88.9K+ 17.64% |
$2.37M - $2.81M
|
593K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.6K+ 11.75% |
$2.29M - $2.7M
|
814K
$26.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
83.8KNew |
$2.24M - $2.65M
|
83.8K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
71.6KNew |
$1.91M - $2.26M
|
71.6K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
69.5K+ 220.8% |
$1.86M - $2.19M
|
101K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.7K+ 14.1% |
$1.78M - $2.11M
|
540K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.3K+ 12.56% |
$1.69M - $2M
|
567K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
61.2K+ 54.33% |
$1.64M - $1.93M
|
174K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54.1K+ 113.29% |
$1.45M - $1.71M
|
102K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.5K+ 83.93% |
$1.29M - $1.53M
|
106K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 45.1% |
$1.25M - $1.48M
|
150K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38K+ 43.07% |
$1.02M - $1.2M
|
126K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.6KNew |
$792K - $936K
|
29.6K
$974K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.8KNew |
$663K - $784K
|
24.8K
$816K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.5K+ 302.32% |
$654K - $774K
|
32.6K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
21.3K+ 76.39% |
$568K - $672K
|
49.1K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
20.9KNew |
$559K - $660K
|
20.9K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.6K+ 7.3% |
$551K - $651K
|
303K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.2KNew |
$538K - $637K
|
20.2K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
20KNew |
$534K - $632K
|
20K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.2KNew |
$512K - $606K
|
19.2K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.6K+ 9.41% |
$497K - $587K
|
216K
$7.1M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
18.2K+ 143.88% |
$487K - $576K
|
30.9K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17.9KNew |
$478K - $565K
|
17.9K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$460K - $544K
|
17.2K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.6KNew |
$417K - $493K
|
15.6K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15K+ 81.51% |
$402K - $475K
|
33.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
15K+ 27.12% |
$401K - $474K
|
70.3K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
13.5K+ 13.18% |
$361K - $427K
|
116K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 6.81% |
$343K - $406K
|
201K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.6K+ 349.88% |
$310K - $367K
|
14.9K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4KNew |
$305K - $361K
|
11.4K
$376K
|
|