Purchases and Sales Made in Q1 2025 in Ishares Tr Edge Msci Intl Valu (IVLU)
This table provides information about the institutional ownership of Ishares Tr Edge Msci Intl Valu (IVLU) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE MSCI INTL VALU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.43KNew |
$199K - $235K
|
7.43K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.4KNew |
$198K - $234K
|
7.4K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
7.31KNew |
$195K - $231K
|
7.31K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.26K+ 1.42% |
$194K - $229K
|
520K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.1KNew |
$190K - $224K
|
7.1K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.07KNew |
$189K - $223K
|
7.07K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
6.82K+ 2.47% |
$182K - $215K
|
283K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
6.66KNew |
$178K - $210K
|
6.66K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.16K+ 9.86% |
$165K - $195K
|
68.7K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.96K+ 71.18% |
$159K - $188K
|
14.3K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.95K+ 23.65% |
$159K - $188K
|
31.1K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.7K+ 22.03% |
$152K - $180K
|
31.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.12KNew |
$137K - $162K
|
5.12K
$164K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.56K+ 21.27% |
$95.2K - $113K
|
20.3K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
3.5K+ 4.04% |
$93.5K - $111K
|
90.2K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.5K+ 20.51% |
$93.5K - $111K
|
20.6K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.33K+ 13.29% |
$89K - $105K
|
28.4K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.22K+ 0.28% |
$59.2K - $70K
|
806K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.1K+ 0.5% |
$56.2K - $66.4K
|
421K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.84K+ 9.01% |
$49.1K - $58K
|
22.2K
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75K+ 145.42% |
$46.7K - $55.2K
|
2.95K
$94.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.65K+ 12.46% |
$44.1K - $52.1K
|
14.9K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.31K+ 5.1% |
$34.9K - $41.2K
|
26.9K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.29K+ 52.0% |
$34.5K - $40.7K
|
3.77K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 10.66% |
$33.5K - $39.6K
|
13K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.14K+ 3.56% |
$30.5K - $36.1K
|
33.2K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 1.67% |
$27.4K - $32.3K
|
62.2K
$2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
924New |
$24.7K - $29.2K
|
924
$29.7K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
853+ 5.44% |
$22.8K - $26.9K
|
16.5K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
796+ 812.24% |
$21.3K - $25.1K
|
894
$28.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
793+ 4.0% |
$21.2K - $25K
|
20.6K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
770+ 0.26% |
$20.6K - $24.3K
|
293K
$9.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
724+ 126.57% |
$19.3K - $22.9K
|
1.3K
$41.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
655+ 42.48% |
$17.5K - $20.7K
|
2.2K
$70.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
655+ 3.56% |
$17.5K - $20.7K
|
19.1K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
604+ 1.42% |
$16.1K - $19.1K
|
43.1K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
574+ 1.47% |
$15.3K - $18.1K
|
39.7K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
399+ 0.98% |
$10.7K - $12.6K
|
41K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
349+ 326.17% |
$9.32K - $11K
|
456
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
344+ 0.94% |
$9.19K - $10.9K
|
37.1K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
259New |
$6.92K - $8.18K
|
259
$8.33K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
232New |
$6.2K - $7.33K
|
232
$7.46K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
179New |
$4.78K - $5.65K
|
179
$5.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172+ 1.26% |
$4.59K - $5.43K
|
13.8K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$4.54K - $5.37K
|
170
$5.47K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
165New |
$4.41K - $5.21K
|
165
$5.3K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
147+ 24.18% |
$3.93K - $4.64K
|
755
$24.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
127+ 0.59% |
$3.39K - $4.01K
|
21.6K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 0.4% |
$2.96K - $3.51K
|
27.7K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
103+ 0.73% |
$2.75K - $3.25K
|
14.3K
$459K
|