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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
98New |
$2.35K - $2.62K
|
98
$3.19K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86New |
$2.06K - $2.3K
|
86
$2.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
45New |
$1.08K - $1.2K
|
45
$1.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 2.33% |
$47.9 - $53.4
|
88
$2.87K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83.1KNew |
$2.07M - $2.2M
|
83.1K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$272K - $290K
|
10.9K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
647New |
$16.1K - $17.1K
|
647
$21.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
329New |
$8.19K - $8.72K
|
329
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
139+ 32.25% |
$3.46K - $3.68K
|
570
$18.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
125New |
$3.11K - $3.31K
|
125
$4.08K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
81+ 78.64% |
$2.02K - $2.15K
|
184
$6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.9KNew |
$217K - $229K
|
8.9K
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.81K+ 1.9% |
$117K - $124K
|
258K
$8.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.33KNew |
$32.6K - $34.3K
|
1.33K
$43.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.02KNew |
$24.8K - $26.2K
|
1.02K
$33.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
95New |
$2.32K - $2.45K
|
95
$3.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$1.42K - $1.49K
|
58
$1.89K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
36New |
$879 - $927
|
36
$1.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$684 - $721
|
28
$913
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.6KNew |
$1.06M - $1.15M
|
45.6K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19KNew |
$444K - $482K
|
19K
$620K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.4KNew |
$219K - $238K
|
9.4K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.47KNew |
$57.6K - $62.5K
|
2.47K
$80.6K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$55.9K - $60.6K
|
2.4K
$78.1K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.05K+ 21.84% |
$24.5K - $26.6K
|
5.87K
$191K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
639New |
$14.9K - $16.2K
|
639
$20.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
47New |
$1.1K - $1.19K
|
47
$1.53K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 47.06% |
$373 - $405
|
50
$1.63K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
291KNew |
$5.75M - $6.89M
|
291K
$9.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
34.8KNew |
$688K - $823K
|
34.8K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
33.8K+ 2.53% |
$667K - $799K
|
1.37M
$44.5M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
15.1KNew |
$298K - $357K
|
15.1K
$492K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.98KNew |
$118K - $142K
|
5.98K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.46KNew |
$68.4K - $81.9K
|
3.46K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.02KNew |
$39.9K - $47.8K
|
2.02K
$65.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.18KNew |
$23.4K - $28K
|
1.18K
$38.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
702New |
$13.9K - $16.6K
|
702
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
279+ 1.07% |
$5.52K - $6.6K
|
26.2K
$855K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
251New |
$4.96K - $5.94K
|
251
$8.18K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
212+ 1.18% |
$4.19K - $5.02K
|
18.1K
$591K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
126New |
$2.49K - $2.98K
|
126
$4.11K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
118New |
$2.33K - $2.79K
|
118
$3.85K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
114New |
$2.25K - $2.7K
|
114
$3.72K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
93New |
$1.84K - $2.2K
|
93
$3.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
91New |
$1.8K - $2.15K
|
91
$2.97K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
53New |
$1.05K - $1.25K
|
53
$1.73K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.11M+ 176.14% |
$41.6M - $48.7M
|
3.3M
$108M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
449KNew |
$8.85M - $10.4M
|
449K
$14.6M
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.3K+ 210.87% |
$480K - $562K
|
35.8K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20KNew |
$396K - $464K
|
20K
$654K
|
|