Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
794K+ 20.15% |
$25.8M - $28.3M
|
4.74M
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
733K+ 4.79% |
$23.8M - $26.2M
|
16.1M
$593M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
620KNew |
$20.2M - $22.1M
|
620K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
574KNew |
$18.7M - $20.5M
|
574K
$21.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
341KNew |
$11.1M - $12.2M
|
341K
$12.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
337K+ 72.98% |
$11M - $12M
|
800K
$29.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
329K+ 1956.4% |
$10.7M - $11.7M
|
345K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
259KNew |
$8.43M - $9.25M
|
259K
$9.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
253KNew |
$8.22M - $9.02M
|
253K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
226KNew |
$7.37M - $8.08M
|
226K
$8.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
183KNew |
$5.95M - $6.53M
|
183K
$6.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
179K+ 293.07% |
$5.84M - $6.4M
|
241K
$8.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
177K+ 19.33% |
$5.76M - $6.32M
|
1.09M
$40.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173K+ 29.15% |
$5.61M - $6.16M
|
764K
$28.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 21.1% |
$5.34M - $5.86M
|
943K
$34.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
158K+ 23.58% |
$5.16M - $5.66M
|
831K
$30.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
149K+ 60.76% |
$4.85M - $5.32M
|
395K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
130KNew |
$4.24M - $4.65M
|
130K
$4.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
118KNew |
$3.85M - $4.22M
|
118K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 226.1% |
$3.62M - $3.97M
|
161K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.4K+ 27.34% |
$3.1M - $3.41M
|
444K
$16.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
95.3K+ 28.18% |
$3.1M - $3.4M
|
433K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.7K+ 39.97% |
$2.98M - $3.27M
|
321K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.6K+ 116.69% |
$2.78M - $3.05M
|
159K
$5.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64K+ 46.27% |
$2.08M - $2.28M
|
202K
$7.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
61.7K+ 62.7% |
$2.01M - $2.2M
|
160K
$5.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
BUY
|
- |
53.6K+ 25.82% |
$1.74M - $1.91M
|
261K
$9.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.1KNew |
$1.66M - $1.82M
|
51.1K
$1.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.5KNew |
$1.51M - $1.66M
|
46.5K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
38.3K+ 5.53% |
$1.25M - $1.37M
|
731K
$27M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
36.4KNew |
$1.18M - $1.3M
|
36.4K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
28.8K+ 58.16% |
$936K - $1.03M
|
78.2K
$2.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
27.7K+ 29.66% |
$900K - $987K
|
121K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.9K+ 16.21% |
$874K - $958K
|
193K
$7.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26.2KNew |
$852K - $934K
|
26.2K
$967K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
25.1K+ 134.05% |
$817K - $897K
|
43.9K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.5K+ 19.13% |
$731K - $803K
|
140K
$5.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
22.2KNew |
$722K - $792K
|
22.2K
$820K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
21.1KNew |
$686K - $752K
|
21.1K
$779K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.5KNew |
$472K - $517K
|
14.5K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.2K+ 62.23% |
$430K - $472K
|
34.5K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
13K+ 18.49% |
$423K - $464K
|
83.3K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 11.39% |
$421K - $462K
|
127K
$4.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.5K+ 23.19% |
$373K - $409K
|
60.9K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$340K - $373K
|
10.5K
$386K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 4.2% |
$330K - $362K
|
252K
$9.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.56K+ 3.14% |
$311K - $341K
|
314K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.52K+ 123.92% |
$310K - $340K
|
17.2K
$635K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.11K+ 18.03% |
$296K - $325K
|
59.6K
$2.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.42KNew |
$274K - $301K
|
8.42K
$311K
|
|