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 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.65KNew |
$198K - $216K
|
7.65K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$133K - $145K
|
5.12K
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
1.21K+ 3.21% |
$31.3K - $34.1K
|
38.7K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
700New |
$18.2K - $19.8K
|
700
$21.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 37.93% |
$7.78K - $8.48K
|
1.09K
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
172New |
$4.46K - $4.86K
|
172
$5.34K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
167New |
$4.33K - $4.72K
|
167
$5.19K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
43New |
$1.11K - $1.22K
|
43
$1.34K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
34New |
$882 - $961
|
34
$1.06K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
61.2K+ 245.53% |
$1.47M - $1.64M
|
86.1K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
15.7KNew |
$376K - $420K
|
15.7K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
15.1KNew |
$362K - $404K
|
15.1K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2KNew |
$47.9K - $53.4K
|
2K
$62.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
506+ 2.35% |
$12.1K - $13.5K
|
22.1K
$685K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
331New |
$7.92K - $8.84K
|
331
$10.3K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
226New |
$5.41K - $6.04K
|
226
$7.02K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
135New |
$3.23K - $3.61K
|
135
$4.19K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
98New |
$2.35K - $2.62K
|
98
$3.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86New |
$2.06K - $2.3K
|
86
$2.67K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
45New |
$1.08K - $1.2K
|
45
$1.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 2.33% |
$47.9 - $53.4
|
88
$2.73K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.1KNew |
$2.07M - $2.2M
|
83.1K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$272K - $290K
|
10.9K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
647New |
$16.1K - $17.1K
|
647
$20.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
329New |
$8.19K - $8.72K
|
329
$10.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
139+ 32.25% |
$3.46K - $3.68K
|
570
$17.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
125New |
$3.11K - $3.31K
|
125
$3.88K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
81+ 78.64% |
$2.02K - $2.15K
|
184
$5.72K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.9KNew |
$217K - $229K
|
8.9K
$277K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.81K+ 1.9% |
$117K - $124K
|
258K
$8.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.33KNew |
$32.6K - $34.3K
|
1.33K
$41.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.02KNew |
$24.8K - $26.2K
|
1.02K
$31.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
95New |
$2.32K - $2.45K
|
95
$2.95K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$1.42K - $1.49K
|
58
$1.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
36New |
$879 - $927
|
36
$1.12K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$855 - $901
|
35
$1.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$684 - $721
|
28
$870
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.6KNew |
$1.06M - $1.15M
|
45.6K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19KNew |
$444K - $482K
|
19K
$591K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.4KNew |
$219K - $238K
|
9.4K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.47KNew |
$57.6K - $62.5K
|
2.47K
$76.7K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$55.9K - $60.6K
|
2.4K
$74.4K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.82KNew |
$42.4K - $46K
|
1.82K
$56.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.05K+ 21.84% |
$24.5K - $26.6K
|
5.87K
$182K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
639New |
$14.9K - $16.2K
|
639
$19.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
47New |
$1.1K - $1.19K
|
47
$1.46K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 47.06% |
$373 - $405
|
50
$1.55K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
291KNew |
$5.75M - $6.89M
|
291K
$9.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
34.8KNew |
$688K - $823K
|
34.8K
$1.08M
|
|