Creative Planning Ishares Tr Edge Msci Intl Valu Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Creative Planning holds 36,617 shares of IVLU stock, worth $1.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

36,617

Previous 33,470 9.4%

Holding current value

$1.35 Million

Previous $1.1 Million 18.09%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$32.53 - $35.69 $102,371 - $112,316	3,147 Added 9.4%	36,617 $1.3 Million
Q2 2025 Aug 08, 2025	SELL	$26.69 - $33.44 $613 - $769	-23 Reduced 0.07%	33,470 $1.1 Million
Q1 2025 May 15, 2025	BUY	$26.71 - $31.58 $401,745 - $474,994	15,041 Added 81.51%	33,493 $1.02 Million
Q4 2024 Feb 14, 2025	BUY	$26.65 - $29.34 $4,983 - $5,486	187 Added 1.02%	18,452 $500,000
Q3 2024 Oct 11, 2024	BUY	$26.43 - $29.86 $5,761 - $6,509	218 Added 1.21%	18,265 $539,000

Q2 2024 Aug 15, 2024	SELL	$27.14 - $29.24 $67,822 - $73,070	-2,499 Reduced 12.16%	18,047 $495,000
Q1 2024 May 10, 2024	BUY	$25.93 - $28.27 $16,050 - $17,499	619 Added 3.11%	20,546 $580,000
Q4 2023 Feb 14, 2024	SELL	$23.94 - $26.72 $113,738 - $126,946	-4,751 Reduced 19.25%	19,927 $528,000
Q3 2023 Nov 16, 2023	SELL	$24.89 - $26.5 $81,265 - $86,522	-3,265 Reduced 11.68%	24,678 $625,000
Q2 2023 Jul 21, 2023	SELL	$24.42 - $25.75 $113,186 - $119,351	-4,635 Reduced 14.23%	27,943 $711,000
Q1 2023 May 15, 2023	SELL	$23.32 - $25.31 $52,749 - $57,251	-2,262 Reduced 6.49%	32,578 $807,000
Q4 2022 Feb 10, 2023	SELL	$19.77 - $23.67 $360,980 - $432,190	-18,259 Reduced 34.39%	34,840 $807,000
Q3 2022 Nov 03, 2022	SELL	$19.73 - $23.14 $50,745 - $59,516	-2,572 Reduced 4.62%	53,099 $1.05 Million
Q2 2022 Aug 15, 2022	BUY	$22.18 - $25.72 $120,393 - $139,608	5,428 Added 10.8%	55,671 $1.24 Million
Q1 2022 May 16, 2022	BUY	$23.38 - $27.26 $1.17 Million - $1.37 Million	50,243 New	50,243 $1.28 Million

Others Institutions Holding IVLU

# of Institutions

337

Shares Held

61M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
Industry ETFs

More about IVLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Tr Edge Msci Intl Valu Transaction History