Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
617K+ 74.33% |
$21.4M - $23.1M
|
1.45M
$53.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
373K+ 2143.58% |
$12.9M - $13.9M
|
390K
$14.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
147K+ 55.63% |
$5.11M - $5.5M
|
412K
$15.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.2K+ 198.04% |
$3.2M - $3.44M
|
139K
$5.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
77.7KNew |
$2.7M - $2.9M
|
77.7K
$2.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
69.2KNew |
$2.4M - $2.59M
|
69.2K
$2.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62.1KNew |
$2.15M - $2.32M
|
62.1K
$2.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
56.7KNew |
$1.97M - $2.12M
|
56.7K
$2.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
51.3K+ 16.33% |
$1.78M - $1.92M
|
365K
$13.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.8KNew |
$1.73M - $1.86M
|
49.8K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
26.4KNew |
$915K - $984K
|
26.4K
$973K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.9K+ 24.05% |
$725K - $780K
|
108K
$3.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
20.8K+ 27.6% |
$721K - $776K
|
96.1K
$3.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.8K+ 1.35% |
$375K - $404K
|
810K
$29.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.8KNew |
$374K - $403K
|
10.8K
$398K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.64K+ 23.58% |
$300K - $323K
|
45.3K
$1.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
6.68KNew |
$232K - $249K
|
6.68K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.62K+ 3.65% |
$230K - $247K
|
188K
$6.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
6.39KNew |
$222K - $239K
|
6.39K
$236K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.21K+ 1.08% |
$215K - $232K
|
581K
$21.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.14KNew |
$213K - $229K
|
6.14K
$227K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.59K+ 1.29% |
$194K - $209K
|
439K
$16.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
5.45KNew |
$189K - $203K
|
5.45K
$201K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
5.39KNew |
$187K - $201K
|
5.39K
$199K
|
|
|
Jan 23, 2026
Q4 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.38K+ 6.21% |
$187K - $201K
|
91.9K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.36KNew |
$186K - $200K
|
5.36K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.25K+ 90.64% |
$182K - $196K
|
11K
$408K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.79K+ 5.32% |
$132K - $142K
|
75K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.63K+ 0.95% |
$126K - $136K
|
385K
$14.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.93K+ 21.97% |
$66.8K - $71.9K
|
10.7K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
955+ 3.45% |
$33.1K - $35.7K
|
28.6K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
650+ 2.79% |
$22.6K - $24.3K
|
24K
$885K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
543+ 1551.43% |
$18.8K - $20.3K
|
578
$21.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$5.9K - $6.35K
|
170
$6.28K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
109New |
$3.78K - $4.07K
|
109
$4.03K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
58+ 3.45% |
$2.01K - $2.17K
|
1.74K
$64.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 1.52% |
$1.35K - $1.46K
|
2.61K
$96.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.22% |
$34.7 - $37.4
|
46
$1.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-12- 0.17% |
$416 - $448
|
6.98K
$258K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-30- 0.35% |
$1.04K - $1.12K
|
8.47K
$313K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-38- 0.54% |
$1.32K - $1.42K
|
7.06K
$261K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 6.01% |
$1.74K - $1.87K
|
782
$28.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-95- 0.44% |
$3.3K - $3.55K
|
21.4K
$790K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-101- 0.43% |
$3.5K - $3.77K
|
23.7K
$874K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-104- 0.35% |
$3.61K - $3.88K
|
29.8K
$1.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-172- 40.38% |
$5.97K - $6.42K
|
254
$9.38K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-401- 1.51% |
$13.9K - $15K
|
26.2K
$968K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-538- 1.86% |
$18.7K - $20.1K
|
28.3K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-733- 8.53% |
$25.4K - $27.4K
|
7.86K
$290K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-748- 3.4% |
$26K - $27.9K
|
21.2K
$784K
|
|