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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-172- 40.38% |
$5.97K - $6.42K
|
254
$9.38K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.79K+ 5.32% |
$132K - $142K
|
75K
$2.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.14KNew |
$213K - $229K
|
6.14K
$227K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-38- 0.54% |
$1.32K - $1.42K
|
7.06K
$261K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 1.52% |
$1.35K - $1.46K
|
2.61K
$96.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.8KNew |
$1.73M - $1.86M
|
49.8K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-538- 1.86% |
$18.7K - $20.1K
|
28.3K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
77.7KNew |
$2.7M - $2.9M
|
77.7K
$2.87M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
617K+ 74.33% |
$21.4M - $23.1M
|
1.45M
$53.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
6.68KNew |
$232K - $249K
|
6.68K
$247K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
5.39KNew |
$187K - $201K
|
5.39K
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.8KNew |
$374K - $403K
|
10.8K
$398K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$5.9K - $6.35K
|
170
$6.28K
|
|
|
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 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
147K+ 55.63% |
$5.11M - $5.5M
|
412K
$15.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
69.2KNew |
$2.4M - $2.59M
|
69.2K
$2.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-40.4K- 15.57% |
$1.4M - $1.51M
|
219K
$8.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
373K+ 2143.58% |
$12.9M - $13.9M
|
390K
$14.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-733- 8.53% |
$25.4K - $27.4K
|
7.86K
$290K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.21K+ 1.08% |
$215K - $232K
|
581K
$21.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.62K+ 3.65% |
$230K - $247K
|
188K
$6.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
109New |
$3.78K - $4.07K
|
109
$4.03K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.36KNew |
$186K - $200K
|
5.36K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.33K- 10.49% |
$46.1K - $49.6K
|
11.3K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.93K- 2.88% |
$136K - $147K
|
133K
$4.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.45K- 3.61% |
$120K - $129K
|
92K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-101- 0.43% |
$3.5K - $3.77K
|
23.7K
$874K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-12- 0.17% |
$416 - $448
|
6.98K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
56.7KNew |
$1.97M - $2.12M
|
56.7K
$2.09M
|
|
|
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 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-2.61K- 25.24% |
$90.6K - $97.5K
|
7.73K
$286K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 4.24% |
$83.1K - $89.4K
|
54.1K
$2M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.8K+ 1.35% |
$375K - $404K
|
810K
$29.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62.1KNew |
$2.15M - $2.32M
|
62.1K
$2.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.59K+ 1.29% |
$194K - $209K
|
439K
$16.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-13K- 4.73% |
$453K - $487K
|
263K
$9.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-748- 3.4% |
$26K - $27.9K
|
21.2K
$784K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-53.2K- 68.05% |
$1.84M - $1.99M
|
25K
$922K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
543+ 1551.43% |
$18.8K - $20.3K
|
578
$21.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-215K- 26.88% |
$7.46M - $8.03M
|
585K
$21.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.63K+ 0.95% |
$126K - $136K
|
385K
$14.2M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-893- 1.25% |
$31K - $33.4K
|
70.8K
$2.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.22% |
$34.7 - $37.4
|
46
$1.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-30- 0.35% |
$1.04K - $1.12K
|
8.47K
$313K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
5.45KNew |
$189K - $203K
|
5.45K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.7K- 2.1% |
$476K - $512K
|
639K
$23.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-401- 1.51% |
$13.9K - $15K
|
26.2K
$968K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
26.4KNew |
$915K - $984K
|
26.4K
$973K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3.06K- 30.16% |
$106K - $114K
|
7.09K
$262K
|
|