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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$322K - $403K
|
12.1K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9K+ 141.32% |
$290K - $363K
|
18.5K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.3K+ 50.94% |
$274K - $343K
|
30.4K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.1K+ 17.14% |
$270K - $338K
|
69.2K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.8K+ 3.26% |
$261K - $328K
|
310K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.67K+ 11.31% |
$258K - $323K
|
95.2K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 73.63% |
$245K - $307K
|
21.6K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.73K+ 8.02% |
$233K - $292K
|
118K
$4.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.57KNew |
$229K - $286K
|
8.57K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.55KNew |
$228K - $286K
|
8.55K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.34K+ 55.89% |
$223K - $279K
|
23.3K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.26KNew |
$220K - $276K
|
8.26K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.21KNew |
$219K - $274K
|
8.21K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.14K+ 110.04% |
$217K - $272K
|
15.5K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$215K - $269K
|
8.05K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.79KNew |
$208K - $261K
|
7.79K
$268K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.68KNew |
$205K - $257K
|
7.68K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.67K+ 46.39% |
$205K - $256K
|
24.2K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.43K+ 9.14% |
$198K - $248K
|
88.7K
$3.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.17KNew |
$191K - $240K
|
7.17K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.51KNew |
$174K - $218K
|
6.51K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.7K+ 13.02% |
$152K - $190K
|
49.4K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.24K+ 5.34% |
$140K - $175K
|
103K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.16K+ 5.66% |
$138K - $173K
|
96.3K
$3.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.88KNew |
$130K - $163K
|
4.88K
$168K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.79K+ 15.39% |
$128K - $160K
|
35.9K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 9.52% |
$125K - $157K
|
54.1K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.34K+ 1.45% |
$116K - $145K
|
302K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.02K+ 27.29% |
$107K - $134K
|
18.7K
$644K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.01K+ 19.71% |
$107K - $134K
|
24.3K
$836K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.31K+ 1.9% |
$88.3K - $111K
|
177K
$6.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.09K+ 44.24% |
$82.4K - $103K
|
10.1K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.75K+ 1.44% |
$73.5K - $92.1K
|
194K
$6.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.73K+ 0.34% |
$73K - $91.4K
|
809K
$27.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.53K+ 16.21% |
$67.5K - $84.5K
|
18.1K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46KNew |
$65.7K - $82.3K
|
2.46K
$84.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 0.6% |
$65.5K - $82.1K
|
413K
$14.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 10.54% |
$62.7K - $78.6K
|
24.7K
$847K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.24K+ 19.25% |
$59.8K - $74.9K
|
13.9K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.24K+ 1.23% |
$59.7K - $74.7K
|
184K
$6.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.17K+ 14.54% |
$57.8K - $72.4K
|
17.1K
$586K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.85KNew |
$49.2K - $61.7K
|
1.85K
$63.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.79KNew |
$47.7K - $59.8K
|
1.79K
$61.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.76K+ 11.25% |
$46.8K - $58.7K
|
17.4K
$596K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.58K+ 19.45% |
$42.2K - $52.9K
|
9.71K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.58K+ 7.11% |
$42.2K - $52.9K
|
23.8K
$819K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.49K+ 3.14% |
$39.7K - $49.8K
|
48.8K
$1.68M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$37.1K - $46.5K
|
1.39K
$47.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 2.15% |
$35.7K - $44.7K
|
63.6K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.32K+ 4.78% |
$35.3K - $44.3K
|
29K
$998K
|