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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-179- 1.04% |
$4.78K - $5.99K
|
17K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 2.25% |
$374 - $468
|
637
$23.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
601K+ 9998.02% |
$16M - $20.1M
|
607K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.32KNew |
$35.1K - $44K
|
1.32K
$48.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-100- 0.91% |
$2.67K - $3.34K
|
10.9K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.82K- 6.89% |
$75.3K - $94.4K
|
38.1K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$26.7 - $33.4
|
1
$36.9
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
82.9KNew |
$2.21M - $2.77M
|
82.9K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
195+ 1.0% |
$5.2K - $6.52K
|
19.7K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46KNew |
$65.7K - $82.3K
|
2.46K
$90.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.56K- 2.54% |
$202K - $253K
|
290K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.55KNew |
$228K - $286K
|
8.55K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-95- 57.58% |
$2.54K - $3.18K
|
70
$2.59K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.85KNew |
$49.2K - $61.7K
|
1.85K
$68.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-168- 10.36% |
$4.48K - $5.62K
|
1.45K
$53.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.06KNew |
$28.2K - $35.3K
|
1.06K
$39K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-78- 0.28% |
$2.08K - $2.61K
|
27.7K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
60KNew |
$1.6M - $2.01M
|
60K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
26New |
$694 - $869
|
26
$960
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.17KNew |
$191K - $240K
|
7.17K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
550New |
$14.7K - $18.4K
|
550
$20.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$2.64K - $3.31K
|
99
$3.66K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.4KNew |
$517K - $648K
|
19.4K
$716K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-58- 0.41% |
$1.55K - $1.94K
|
14.2K
$525K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 2.16% |
$133 - $167
|
237
$8.75K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 0.69% |
$1.71K - $2.14K
|
9.16K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103New |
$2.75K - $3.44K
|
103
$3.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 9.52% |
$125K - $157K
|
54.1K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
223New |
$5.95K - $7.46K
|
223
$8.24K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
84New |
$2.24K - $2.81K
|
84
$3.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
491New |
$13.1K - $16.4K
|
491
$18.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.71K- 19.36% |
$45.6K - $57.1K
|
7.12K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
93+ 2.29% |
$2.48K - $3.11K
|
4.15K
$153K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
96.3KNew |
$2.57M - $3.22M
|
96.3K
$3.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-397- 1.6% |
$10.6K - $13.3K
|
24.4K
$902K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.88KNew |
$130K - $163K
|
4.88K
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
346+ 2.24% |
$9.23K - $11.6K
|
15.8K
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 1.78% |
$1.2K - $1.5K
|
2.57K
$94.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-502- 4.87% |
$13.4K - $16.8K
|
9.81K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-456- 1.86% |
$12.2K - $15.2K
|
24.1K
$889K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
128New |
$3.42K - $4.28K
|
128
$4.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.53K+ 16.21% |
$67.5K - $84.5K
|
18.1K
$669K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
23New |
$614 - $769
|
23
$849
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 10.53% |
$6.11K - $7.66K
|
1.95K
$71.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
973+ 7.43% |
$26K - $32.5K
|
14.1K
$519K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
78New |
$2.08K - $2.46K
|
78
$2.88K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
9.24KNew |
$247K - $292K
|
9.24K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36+ 0.21% |
$962 - $1.14K
|
16.9K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.72K- 45.52% |
$233K - $275K
|
10.4K
$386K
|
|