Balance Wealth, LLC Ishares Tr Edge Msci Intl Valu Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Balance Wealth, LLC holds 71,247 shares of IVLU stock, worth $2.63 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
71,247
Previous 72,393
1.58%
Holding current value
$2.63 Million
Previous $2.38 Billion
6.17%
% of portfolio
0.62%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding IVLU
# of Institutions
337Shares Held
61MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO16.1MShares$593 Million0.39% of portfolio
-
Jpmorgan Chase & CO New York, NY4.74MShares$175 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.74MShares$138 Million0.23% of portfolio
-
55 I, LLC Boston, MA3.3MShares$122 Million1.82% of portfolio
-
Zeke Capital Advisors, LLC Berwyn, PA1.37MShares$50.5 Million2.07% of portfolio