Lauterbach Financial Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Lauterbach Financial Advisors, LLC

$157 Million
Q4 2024

A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 15,477 shares of IVLU stock, worth $460,595. This represents 0.27% of its overall portfolio holdings.

Number of Shares

15,477

Previous 14,603 5.99%

Holding current value

$460,595

Previous $431,000 2.78%

% of portfolio

0.27%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.65 - $29.34 $23,292 - $25,643	874 Added 5.99%	15,477 $419,000
Q3 2024 Nov 01, 2024	BUY	$26.43 - $29.86 $13,056 - $14,750	494 Added 3.5%	14,603 $431,000
Q2 2024 Aug 12, 2024	BUY	$27.14 - $29.24 $17,993 - $19,386	663 Added 4.93%	14,109 $387,000
Q1 2024 May 08, 2024	BUY	$25.93 - $28.27 $20,303 - $22,135	783 Added 6.18%	13,446 $379,000
Q4 2023 Jan 18, 2024	BUY	$23.94 - $26.72 $13,717 - $15,310	573 Added 4.74%	12,663 $335,000
Q3 2023 Oct 30, 2023	BUY	$24.89 - $26.5 $11,424 - $12,163	459 Added 3.95%	12,090 $306,000
Q2 2023 Aug 02, 2023	BUY	$24.42 - $25.75 $34,847 - $36,745	1,427 Added 13.98%	11,631 $296,000
Q1 2023 May 01, 2023	BUY	$23.32 - $25.31 $6,739 - $7,314	289 Added 2.91%	10,204 $252,000
Q4 2022 Jan 26, 2023	BUY	$19.77 - $23.67 $196,019 - $234,688	9,915 New	9,915 $0

Others Institutions Holding IVLU

# of Institutions

290

Shares Held

57M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
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Industry ETFs

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Lauterbach Financial Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History