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 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.32KNew |
$35.1K - $44K
|
1.32K
$45.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 4.76% |
$33.1K - $41.4K
|
27.3K
$938K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.21K+ 13.34% |
$32.2K - $40.4K
|
10.3K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.19K+ 5.14% |
$31.8K - $39.8K
|
24.4K
$837K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 0.84% |
$30.7K - $38.5K
|
138K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14K+ 57.0% |
$30.4K - $38.1K
|
3.14K
$108K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.14K+ 2.76% |
$30.3K - $38K
|
42.2K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.12K+ 8.01% |
$30K - $37.6K
|
15.2K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.06KNew |
$28.2K - $35.3K
|
1.06K
$36.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.03K+ 1.22% |
$27.4K - $34.3K
|
84.8K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 0.84% |
$27K - $33.8K
|
121K
$4.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
973+ 7.43% |
$26K - $32.5K
|
14.1K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
808+ 0.7% |
$21.6K - $27K
|
117K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
783+ 1.09% |
$20.9K - $26.2K
|
72.4K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
695+ 4.98% |
$18.5K - $23.2K
|
14.6K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
677+ 7.02% |
$18.1K - $22.6K
|
10.3K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
617+ 4.75% |
$16.5K - $20.6K
|
13.6K
$468K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
550New |
$14.7K - $18.4K
|
550
$18.9K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
529+ 6.28% |
$14.1K - $17.7K
|
8.95K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
503+ 2.17% |
$13.4K - $16.8K
|
23.7K
$813K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
491New |
$13.1K - $16.4K
|
491
$16.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
433+ 2.16% |
$11.6K - $14.5K
|
20.4K
$702K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
409+ 0.3% |
$10.9K - $13.7K
|
135K
$4.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
355+ 5.02% |
$9.47K - $11.9K
|
7.42K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
354+ 2.5% |
$9.45K - $11.8K
|
14.5K
$499K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
346+ 2.24% |
$9.23K - $11.6K
|
15.8K
$544K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
323+ 1.68% |
$8.62K - $10.8K
|
19.5K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
272+ 0.17% |
$7.26K - $9.1K
|
163K
$5.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
254+ 3.28% |
$6.78K - $8.49K
|
8K
$275K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
250+ 1.08% |
$6.67K - $8.36K
|
23.5K
$807K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
223New |
$5.95K - $7.46K
|
223
$7.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
203+ 2.48% |
$5.42K - $6.79K
|
8.38K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
195+ 1.0% |
$5.2K - $6.52K
|
19.7K
$676K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
193+ 1.53% |
$5.15K - $6.45K
|
12.8K
$440K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
165+ 11.49% |
$4.4K - $5.52K
|
1.6K
$55K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
145+ 0.28% |
$3.87K - $4.85K
|
52.1K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
143+ 31.36% |
$3.82K - $4.78K
|
599
$20.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
132+ 0.56% |
$3.52K - $4.41K
|
23.9K
$820K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
128New |
$3.42K - $4.28K
|
128
$4.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
111+ 2.2% |
$2.96K - $3.71K
|
5.15K
$177K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103New |
$2.75K - $3.44K
|
103
$3.54K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
99+ 0.4% |
$2.64K - $3.31K
|
25K
$858K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$2.64K - $3.31K
|
99
$3.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
93+ 2.29% |
$2.48K - $3.11K
|
4.15K
$143K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
84New |
$2.24K - $2.81K
|
84
$2.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
59New |
$1.57K - $1.97K
|
59
$2.03K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
57+ 0.12% |
$1.52K - $1.91K
|
46K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.73% |
$1.36K - $1.71K
|
7.06K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
45+ 0.17% |
$1.2K - $1.5K
|
26.9K
$926K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 1.78% |
$1.2K - $1.5K
|
2.57K
$88.3K
|