Purchases and Sales Made in Q3 2025 in Ishares Tr Intl Developed Smal (ISVL)
This table provides information about the institutional ownership of Ishares Tr Intl Developed Smal (ISVL) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR INTL DEVELOPED SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
57.9K+ 58.01% |
$2.42M - $2.62M
|
158K
$7.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.39K+ 285.26% |
$393K - $425K
|
12.7K
$572K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.13KNew |
$215K - $232K
|
5.13K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5KNew |
$209K - $226K
|
5K
$226K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.5KNew |
$188K - $204K
|
4.5K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.36K+ 2180.5% |
$183K - $197K
|
4.56K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.55K+ 4.04% |
$65K - $70.2K
|
39.9K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
345+ 1.73% |
$14.4K - $15.6K
|
20.3K
$915K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
126+ 136.96% |
$5.28K - $5.7K
|
218
$9.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$41.9 - $45.3
|
1
$45.1
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-74- 0.38% |
$3.1K - $3.35K
|
19.3K
$869K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-159- 1.42% |
$6.66K - $7.2K
|
11K
$496K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-180- 2.21% |
$7.54K - $8.15K
|
7.98K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-519- 5.88% |
$21.7K - $23.5K
|
8.31K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.34K- 44.9% |
$56K - $60.6K
|
1.64K
$74.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.16K- 24.14% |
$90.3K - $97.6K
|
6.77K
$305K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.33K- 12.66% |
$97.4K - $105K
|
16K
$723K
|
|