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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.4KNew |
$219K - $238K
|
9.4K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.05K+ 21.84% |
$24.5K - $26.6K
|
5.87K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-269- 14.39% |
$6.27K - $6.81K
|
1.6K
$59.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
47New |
$1.1K - $1.19K
|
47
$1.74K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.47KNew |
$57.6K - $62.5K
|
2.47K
$91.3K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.1K- 30.86% |
$142K - $154K
|
13.7K
$505K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 47.06% |
$373 - $405
|
50
$1.85K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19KNew |
$444K - $482K
|
19K
$703K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-30- 50.0% |
$700 - $759
|
30
$1.11K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
639New |
$14.9K - $16.2K
|
639
$23.6K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
15.1KNew |
$298K - $357K
|
15.1K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.46KNew |
$68.4K - $81.9K
|
3.46K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
33.8K+ 2.53% |
$667K - $799K
|
1.37M
$50.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
91New |
$1.8K - $2.15K
|
91
$3.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
279+ 1.07% |
$5.52K - $6.6K
|
26.2K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
251New |
$4.96K - $5.94K
|
251
$9.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.18KNew |
$23.4K - $28K
|
1.18K
$43.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.02KNew |
$39.9K - $47.8K
|
2.02K
$74.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
291KNew |
$5.75M - $6.89M
|
291K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
34.8KNew |
$688K - $823K
|
34.8K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.98KNew |
$118K - $142K
|
5.98K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
212+ 1.18% |
$4.19K - $5.02K
|
18.1K
$670K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
118New |
$2.33K - $2.79K
|
118
$4.36K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
93New |
$1.84K - $2.2K
|
93
$3.43K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
53New |
$1.05K - $1.25K
|
53
$1.96K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-41- 39.42% |
$811 - $970
|
63
$2.33K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
114New |
$2.25K - $2.7K
|
114
$4.21K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.41K- 74.64% |
$146K - $175K
|
2.52K
$93K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
126New |
$2.49K - $2.98K
|
126
$4.65K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.9KNew |
$215K - $252K
|
10.9K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.43K+ 34.46% |
$67.7K - $79.4K
|
13.4K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.4KNew |
$343K - $403K
|
17.4K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.11M+ 176.14% |
$41.6M - $48.7M
|
3.3M
$122M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-124K- 16.89% |
$2.44M - $2.86M
|
608K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.7% |
$78.9 - $92.6
|
570
$21.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
449KNew |
$8.85M - $10.4M
|
449K
$16.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20KNew |
$396K - $464K
|
20K
$740K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
10.3K+ 2.66% |
$202K - $237K
|
395K
$14.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
10.3KNew |
$204K - $239K
|
10.3K
$382K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.3K- 9.72% |
$25.7K - $30.1K
|
12.1K
$446K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-156- 97.5% |
$3.08K - $3.61K
|
4
$148
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
242New |
$5.37K - $6.22K
|
242
$8.94K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-32.4KClosed |
$718K - $832K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-32Closed |
$710 - $823
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8.83KClosed |
$196K - $227K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.5KClosed |
$566K - $656K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
760New |
$16.9K - $19.5K
|
760
$28.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.09KNew |
$46.3K - $53.7K
|
2.09K
$77.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.43K- 7.47% |
$31.7K - $36.8K
|
17.7K
$654K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.36KNew |
$30.2K - $35K
|
1.36K
$50.2K
|
|