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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
88+ 3.61% |
$2.35K - $2.78K
|
2.53K
$81.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
84New |
$2.24K - $2.65K
|
84
$2.7K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
78New |
$2.08K - $2.46K
|
78
$2.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$1.34K - $1.58K
|
50
$1.61K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36+ 0.21% |
$962 - $1.14K
|
16.9K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35New |
$935 - $1.11K
|
35
$1.13K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5+ 0.02% |
$134 - $158
|
24.9K
$799K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.05% |
$26.7 - $31.6
|
2.18K
$69.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.49% |
$214 - $253
|
1.62K
$52.1K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-19- 0.15% |
$507 - $600
|
12.8K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29- 0.48% |
$775 - $916
|
6.01K
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-30- 0.17% |
$801 - $947
|
18K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-51- 5.78% |
$1.36K - $1.61K
|
832
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-56- 0.12% |
$1.5K - $1.77K
|
46K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 25.2% |
$1.66K - $1.96K
|
184
$5.92K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-80- 0.23% |
$2.14K - $2.53K
|
35.4K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-83- 0.34% |
$2.22K - $2.62K
|
24.5K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-105- 0.67% |
$2.8K - $3.32K
|
15.6K
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-118- 0.23% |
$3.15K - $3.73K
|
51.9K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-123- 0.58% |
$3.29K - $3.88K
|
21.2K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-132- 1.85% |
$3.53K - $4.17K
|
7.01K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-205- 99.51% |
$5.48K - $6.47K
|
1
$32.2
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-214- 2.55% |
$5.72K - $6.76K
|
8.17K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-288- 1.15% |
$7.69K - $9.1K
|
24.7K
$794K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-414- 0.79% |
$11.1K - $13.1K
|
51.8K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-427- 70.11% |
$11.4K - $13.5K
|
182
$5.85K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-501- 1.17% |
$13.4K - $15.8K
|
42.2K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-503- 5.83% |
$13.4K - $15.9K
|
8.13K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-566- 3.9% |
$15.1K - $17.9K
|
14K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-572- 4.19% |
$15.3K - $18.1K
|
13.1K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-604- 1.96% |
$16.1K - $19.1K
|
30.2K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-610- 6.46% |
$16.3K - $19.3K
|
8.83K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-616- 4.16% |
$16.5K - $19.5K
|
14.2K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-688- 0.94% |
$18.4K - $21.7K
|
72.2K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-747- 6.74% |
$20K - $23.6K
|
10.3K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-820- 1.01% |
$21.9K - $25.9K
|
80.5K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-860- 3.46% |
$23K - $27.2K
|
24K
$771K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-920- 0.22% |
$24.6K - $29.1K
|
411K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.08K- 1.75% |
$28.7K - $33.9K
|
60.4K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09KClosed |
$29.1K - $34.5K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 22.86% |
$31.5K - $37.2K
|
3.98K
$128K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.19K- 4.89% |
$31.8K - $37.6K
|
23.2K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 5.02% |
$34.4K - $40.7K
|
24.4K
$785K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 11.89% |
$34.7K - $41.1K
|
9.64K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.64K- 1.98% |
$43.9K - $51.9K
|
81.3K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.76K- 5.98% |
$47.1K - $55.7K
|
27.7K
$891K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.78K- 14.69% |
$47.4K - $56.1K
|
10.3K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.83K- 1.0% |
$49K - $57.9K
|
182K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 1.37% |
$50.9K - $60.1K
|
137K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.93K- 12.08% |
$51.5K - $60.9K
|
14K
$451K
|