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
|
Mai Capital Management
|
SELL
|
- |
-1.94K- 96.0% |
$51.9K - $61.4K
|
81
$2.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 13.52% |
$52.1K - $61.5K
|
12.5K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.05K- 20.89% |
$54.6K - $64.6K
|
7.75K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.09K- 3.95% |
$55.9K - $66.1K
|
50.9K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.12K- 14.03% |
$56.7K - $67K
|
13K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.49K- 2.4% |
$66.5K - $78.6K
|
101K
$3.25M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.58K- 8.8% |
$69K - $81.5K
|
26.8K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.64K- 3.05% |
$70.5K - $83.4K
|
83.8K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.66K- 23.99% |
$71K - $83.9K
|
8.42K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.39K- 31.76% |
$90.5K - $107K
|
7.28K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 7.18% |
$102K - $121K
|
49.4K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.93K- 14.5% |
$105K - $124K
|
23.2K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 38.2% |
$115K - $136K
|
6.98K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.71K- 28.84% |
$126K - $149K
|
11.6K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-5.66K- 20.54% |
$151K - $179K
|
21.9K
$704K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.95K- 1.45% |
$159K - $188K
|
405K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.08K- 36.16% |
$162K - $192K
|
10.7K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.5K- 30.4% |
$174K - $205K
|
14.9K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.51K- 7.8% |
$174K - $206K
|
77K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.59K- 13.82% |
$176K - $208K
|
41.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-6.65K- 1.92% |
$178K - $210K
|
339K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.66K- 20.35% |
$178K - $210K
|
26.1K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.09K- 25.83% |
$216K - $256K
|
23.2K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-8.34K- 24.42% |
$223K - $263K
|
25.8K
$830K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.52K- 5.32% |
$228K - $269K
|
152K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.72K- 45.52% |
$233K - $275K
|
10.4K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.87K- 31.73% |
$237K - $280K
|
19.1K
$613K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.02K- 2.91% |
$241K - $285K
|
301K
$9.67M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.18K- 4.58% |
$245K - $290K
|
191K
$6.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.37K- 6.14% |
$250K - $296K
|
143K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.38K- 5.45% |
$250K - $296K
|
163K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.84K- 8.45% |
$263K - $311K
|
107K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.5K- 1.26% |
$280K - $332K
|
826K
$26.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 25.85% |
$291K - $344K
|
31.2K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 2.63% |
$308K - $364K
|
426K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 35.11% |
$322K - $381K
|
22.3K
$717K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-12.2K- 11.81% |
$326K - $385K
|
91.1K
$2.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.1K- 12.56% |
$376K - $445K
|
98.1K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.4K- 14.41% |
$385K - $455K
|
85.6K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-16.1K- 5.45% |
$429K - $508K
|
279K
$8.97M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 5.22% |
$438K - $517K
|
298K
$9.57M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-27.8K- 6.4% |
$742K - $878K
|
406K
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-28.2K- 37.65% |
$754K - $891K
|
46.7K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-32K- 74.42% |
$855K - $1.01M
|
11K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-33.3K- 14.88% |
$889K - $1.05M
|
190K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-50.9K- 62.74% |
$1.36M - $1.61M
|
30.2K
$972K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-64.1K- 19.08% |
$1.71M - $2.02M
|
272K
$8.74M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-77K- 55.54% |
$2.06M - $2.43M
|
61.6K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-83.4K- 65.61% |
$2.23M - $2.63M
|
43.7K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-90.4K- 92.19% |
$2.42M - $2.86M
|
7.66K
$246K
|