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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
98New |
$3.19K - $3.5K
|
98
$3.62K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
364New |
$11.8K - $13K
|
364
$13.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.12K- 11.52% |
$36.4K - $39.9K
|
8.59K
$317K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.7M- 86.16% |
$120M - $132M
|
594K
$21.9M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.43K+ 23.65% |
$144K - $158K
|
23.2K
$856K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
27.7K+ 29.66% |
$900K - $987K
|
121K
$4.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
118KNew |
$3.85M - $4.22M
|
118K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.07K- 2.28% |
$230K - $252K
|
303K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-93- 0.39% |
$3.03K - $3.32K
|
23.8K
$877K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 2.16% |
$70.5K - $77.3K
|
102K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
356+ 0.13% |
$11.6K - $12.7K
|
283K
$10.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
272+ 2.64% |
$8.85K - $9.71K
|
10.6K
$391K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
370+ 21.41% |
$12K - $13.2K
|
2.1K
$77.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-103- 0.47% |
$3.35K - $3.68K
|
21.7K
$802K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1.85KNew |
$60.2K - $66.1K
|
1.85K
$68.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
922+ 1.08% |
$30K - $32.9K
|
86.5K
$3.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.03KNew |
$196K - $215K
|
6.03K
$223K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-345- 2.28% |
$11.2K - $12.3K
|
14.8K
$547K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-99- 0.57% |
$3.22K - $3.53K
|
17.3K
$637K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41- 0.4% |
$1.33K - $1.46K
|
10.2K
$377K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.91KNew |
$225K - $247K
|
6.91K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3+ 0.02% |
$97.6 - $107
|
19.5K
$720K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
127New |
$4.13K - $4.53K
|
127
$4.69K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
28.8K+ 58.16% |
$936K - $1.03M
|
78.2K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-55- 1.07% |
$1.79K - $1.96K
|
5.1K
$188K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
449New |
$14.6K - $16K
|
449
$16.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-526- 1.98% |
$17.1K - $18.8K
|
26K
$961K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8.52K- 3.49% |
$277K - $304K
|
236K
$8.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-75- 0.29% |
$2.44K - $2.68K
|
25.7K
$949K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-622- 3.65% |
$20.2K - $22.2K
|
16.4K
$607K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-422- 0.7% |
$13.7K - $15.1K
|
59.7K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.1KNew |
$1.66M - $1.82M
|
51.1K
$1.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-244- 2.91% |
$7.94K - $8.71K
|
8.13K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.03K- 1.49% |
$33.6K - $36.9K
|
68.1K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
620KNew |
$20.2M - $22.1M
|
620K
$22.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58.9K- 20.8% |
$1.92M - $2.1M
|
224K
$8.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-233- 0.36% |
$7.58K - $8.32K
|
64.1K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.08K- 12.74% |
$100K - $110K
|
21.1K
$780K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.43KNew |
$78.9K - $86.5K
|
2.43K
$89.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-330- 4.45% |
$10.7K - $11.8K
|
7.09K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.4K- 13.95% |
$45.7K - $50.1K
|
8.66K
$320K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-364- 0.79% |
$11.8K - $13K
|
45.7K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-88.1K- 24.95% |
$2.86M - $3.14M
|
265K
$9.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-493- 0.78% |
$16K - $17.6K
|
63.1K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-66- 0.93% |
$2.15K - $2.36K
|
6.99K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-439- 0.33% |
$14.3K - $15.7K
|
134K
$4.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.06K- 4.35% |
$34.4K - $37.8K
|
23.3K
$861K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-365- 1.72% |
$11.9K - $13K
|
20.9K
$771K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.11K+ 18.03% |
$296K - $325K
|
59.6K
$2.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.42K- 1.16% |
$306K - $336K
|
799K
$29.5M
|
|