Latest Institutional Transactions on Ishares Tr Edge Msci Intl Valu (IVLU)
This table provides information on the latest institutional transactions involving Ishares Tr Edge Msci Intl Valu (IVLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
69.5K+ 220.8% |
$1.86M - $2.19M
|
101K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-297K- 52.78% |
$7.95M - $9.39M
|
266K
$7.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.05K- 20.89% |
$54.6K - $64.6K
|
7.75K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35New |
$935 - $1.11K
|
35
$1.03K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.56K+ 21.27% |
$95.2K - $113K
|
20.3K
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
61.2K+ 54.33% |
$1.64M - $1.93M
|
174K
$5.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.3K+ 1.66% |
$301K - $356K
|
688K
$20.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-219K- 24.13% |
$5.84M - $6.9M
|
687K
$20.3M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-27.8K- 6.4% |
$742K - $878K
|
406K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 25.85% |
$291K - $344K
|
31.2K
$921K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
11.6K+ 95.05% |
$309K - $365K
|
23.7K
$699K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-83- 0.34% |
$2.22K - $2.62K
|
24.5K
$723K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
604+ 1.42% |
$16.1K - $19.1K
|
43.1K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-51- 5.78% |
$1.36K - $1.61K
|
832
$24.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.84K+ 9.01% |
$49.1K - $58K
|
22.2K
$656K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-688- 0.94% |
$18.4K - $21.7K
|
72.2K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-572- 4.19% |
$15.3K - $18.1K
|
13.1K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-16.1K- 5.45% |
$429K - $508K
|
279K
$8.23M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
179New |
$4.78K - $5.65K
|
179
$5.28K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.71K- 28.84% |
$126K - $149K
|
11.6K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.2KNew |
$512K - $606K
|
19.2K
$565K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.7K+ 22.03% |
$152K - $180K
|
31.6K
$931K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
83.8KNew |
$2.24M - $2.65M
|
83.8K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 13.52% |
$52.1K - $61.5K
|
12.5K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-30- 0.17% |
$801 - $947
|
18K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.78K- 14.69% |
$47.4K - $56.1K
|
10.3K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.66K- 20.35% |
$178K - $210K
|
26.1K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.59K- 13.82% |
$176K - $208K
|
41.1K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.1K- 12.56% |
$376K - $445K
|
98.1K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.95K+ 23.65% |
$159K - $188K
|
31.1K
$917K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.52K- 5.32% |
$228K - $269K
|
152K
$4.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.95K- 1.45% |
$159K - $188K
|
405K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
88.9K+ 17.64% |
$2.37M - $2.81M
|
593K
$17.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.1KNew |
$190K - $224K
|
7.1K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-32K- 74.42% |
$855K - $1.01M
|
11K
$325K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.37K- 6.14% |
$250K - $296K
|
143K
$4.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
88+ 3.61% |
$2.35K - $2.78K
|
2.53K
$74.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.05% |
$26.7 - $31.6
|
2.18K
$64.1K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
125New |
$3.33K - $3.67K
|
125
$3.69K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-913- 5.68% |
$24.3K - $26.8K
|
15.2K
$447K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
25.1KNew |
$668K - $736K
|
25.1K
$739K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-518- 28.26% |
$13.8K - $15.2K
|
1.32K
$38.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
187+ 1.02% |
$4.98K - $5.49K
|
18.5K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.7K- 41.42% |
$497K - $547K
|
26.4K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 51.15% |
$935K - $1.03M
|
104K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.71KNew |
$232K - $255K
|
8.71K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.02K+ 5.52% |
$27.2K - $29.9K
|
19.5K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.01K+ 55.11% |
$107K - $118K
|
11.3K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
470K+ 462.18% |
$12.5M - $13.8M
|
572K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 0.31% |
$36.5K - $40.2K
|
438K
$12.9M
|
|