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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172+ 1.26% |
$4.59K - $5.43K
|
13.8K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$4.54K - $5.37K
|
170
$5.59K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
165New |
$4.41K - $5.21K
|
165
$5.42K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
147+ 24.18% |
$3.93K - $4.64K
|
755
$24.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
127+ 0.59% |
$3.39K - $4.01K
|
21.6K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 0.4% |
$2.96K - $3.51K
|
27.7K
$912K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
103+ 0.73% |
$2.75K - $3.25K
|
14.3K
$469K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
88+ 3.61% |
$2.35K - $2.78K
|
2.53K
$83K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
84New |
$2.24K - $2.65K
|
84
$2.76K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
78New |
$2.08K - $2.46K
|
78
$2.56K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$1.34K - $1.58K
|
50
$1.64K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36+ 0.21% |
$962 - $1.14K
|
16.9K
$556K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35New |
$935 - $1.11K
|
35
$1.15K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5+ 0.02% |
$134 - $158
|
24.9K
$817K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
206K+ 69.71% |
$5.48M - $6.03M
|
501K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 89.86% |
$2.7M - $2.97M
|
214K
$7.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
90.4KNew |
$2.41M - $2.65M
|
90.4K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47.3KNew |
$1.26M - $1.39M
|
47.3K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.2K+ 11.05% |
$404K - $445K
|
153K
$5.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12.6KNew |
$336K - $370K
|
12.6K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.7KNew |
$258K - $285K
|
9.7K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.71KNew |
$232K - $255K
|
8.71K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.27KNew |
$220K - $243K
|
8.27K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.83KNew |
$209K - $230K
|
7.83K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.78KNew |
$207K - $228K
|
7.78K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7K+ 100.0% |
$187K - $205K
|
14K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.54K+ 3.52% |
$174K - $192K
|
192K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.76K+ 37.15% |
$153K - $169K
|
21.2K
$698K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.7KNew |
$152K - $167K
|
5.7K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.99K+ 9065.45% |
$133K - $146K
|
5.04K
$166K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.48KNew |
$119K - $131K
|
4.48K
$147K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.45KNew |
$119K - $131K
|
4.45K
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.3KNew |
$115K - $126K
|
4.3K
$141K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.88KNew |
$76.6K - $84.4K
|
2.88K
$94.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.29K+ 183.23% |
$61.1K - $67.3K
|
3.55K
$117K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 4.48% |
$29.8K - $32.8K
|
26.1K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.02K+ 5.52% |
$27.2K - $29.9K
|
19.5K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
874+ 5.99% |
$23.3K - $25.6K
|
15.5K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
750New |
$20K - $22K
|
750
$24.6K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
649New |
$17.3K - $19K
|
649
$21.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
613+ 3.8% |
$16.3K - $18K
|
16.8K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
311+ 13.76% |
$8.29K - $9.12K
|
2.57K
$84.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
287New |
$7.65K - $8.42K
|
287
$9.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
259New |
$6.9K - $7.6K
|
259
$8.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
239New |
$6.37K - $7.01K
|
239
$7.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
192+ 2.09% |
$5.12K - $5.63K
|
9.4K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
182New |
$4.85K - $5.34K
|
182
$5.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
129New |
$3.44K - $3.78K
|
129
$4.24K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
125New |
$3.33K - $3.67K
|
125
$4.11K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
83+ 2.09% |
$2.21K - $2.44K
|
4.06K
$133K
|
|