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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4.23K+ 2.39% |
$138K - $151K
|
181K
$6.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.42K- 1.16% |
$306K - $336K
|
799K
$29.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-24.4K- 5.89% |
$793K - $870K
|
389K
$14.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$2.11K - $2.32K
|
65
$2.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22+ 0.09% |
$716 - $785
|
23.7K
$874K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-242- 0.32% |
$7.87K - $8.64K
|
76.1K
$2.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.11K+ 18.03% |
$296K - $325K
|
59.6K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 8.99% |
$2.15K - $2.36K
|
800
$29.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-6.58K- 27.45% |
$214K - $235K
|
17.4K
$642K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
283New |
$9.21K - $10.1K
|
283
$10.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.1K- 5.9% |
$68.3K - $75K
|
33.5K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
526+ 0.08% |
$17.1K - $18.8K
|
701K
$25.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
179K+ 293.07% |
$5.84M - $6.4M
|
241K
$8.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.56K- 5.12% |
$50.7K - $55.6K
|
28.9K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
713+ 8.85% |
$23.2K - $25.4K
|
8.77K
$324K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
259KNew |
$8.43M - $9.25M
|
259K
$9.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-170- 0.47% |
$5.53K - $6.07K
|
36.4K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-671- 7.51% |
$21.8K - $23.9K
|
8.27K
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.15K- 1.58% |
$37.3K - $40.9K
|
71.2K
$2.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.92KNew |
$95K - $104K
|
2.92K
$108K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-119- 0.56% |
$3.87K - $4.25K
|
21.1K
$778K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.5KNew |
$1.51M - $1.66M
|
46.5K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
488+ 5.45% |
$15.9K - $17.4K
|
9.44K
$348K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
175New |
$5.69K - $6.25K
|
175
$6.46K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-3.17K- 0.98% |
$103K - $113K
|
321K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-618- 1.45% |
$20.1K - $22.1K
|
41.9K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
742+ 2.75% |
$24.1K - $26.5K
|
27.7K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 1.45% |
$6.9K - $7.57K
|
14.9K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.5K- 24.46% |
$537K - $589K
|
51K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.82K- 7.57% |
$255K - $279K
|
95.5K
$3.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 0.3% |
$2.31K - $2.53K
|
23.3K
$861K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-149- 1.16% |
$4.85K - $5.32K
|
12.7K
$468K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.94K- 7.96% |
$63K - $69.1K
|
22.4K
$827K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.21K- 0.44% |
$39.5K - $43.3K
|
276K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.6K+ 1.81% |
$215K - $235K
|
371K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.84K- 7.72% |
$59.8K - $65.6K
|
22K
$812K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
95.3K+ 28.18% |
$3.1M - $3.4M
|
433K
$16M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-682- 5.32% |
$22.2K - $24.3K
|
12.1K
$448K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.43K- 8.85% |
$274K - $301K
|
86.8K
$3.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-9.93K- 6.78% |
$323K - $354K
|
137K
$5.04M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
120+ 1.68% |
$3.9K - $4.28K
|
7.25K
$268K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 7.68% |
$34.6K - $38K
|
12.8K
$473K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
157+ 0.37% |
$5.11K - $5.6K
|
42.4K
$1.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
246New |
$8K - $8.78K
|
246
$9.08K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 67.26% |
$2.7M - $3.38M
|
49.3K
$1.82M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
6.3KNew |
$168K - $211K
|
6.3K
$233K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$37.1K - $46.5K
|
1.39K
$51.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Tlt Family Holdco Ulc
Toronto, |
BUY
|
- |
409KNew |
$10.9M - $13.7M
|
409K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.26KNew |
$220K - $276K
|
8.26K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-179- 1.04% |
$4.78K - $5.99K
|
17K
$630K
|
|