Latest Institutional Purchases of Ishares Tr Edge Msci Intl Valu (IVLU)
This list provides information on the latest institutional transactions involving Ishares Tr Edge Msci Intl Valu (IVLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
231+ 6.51% |
$7.51K - $8.24K
|
3.78K
$139K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
215+ 364.41% |
$6.99K - $7.67K
|
274
$10.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 1.45% |
$6.9K - $7.57K
|
14.9K
$549K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
175New |
$5.69K - $6.25K
|
175
$6.46K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
172+ 67.72% |
$5.6K - $6.14K
|
426
$15.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
157+ 0.37% |
$5.11K - $5.6K
|
42.4K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
150+ 1.92% |
$4.88K - $5.35K
|
7.94K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
128New |
$4.16K - $4.57K
|
128
$4.73K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
127New |
$4.13K - $4.53K
|
127
$4.69K
|
|
|
Nov 10, 2025
Q3 2025
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
125+ 0.15% |
$4.07K - $4.46K
|
81.6K
$3.01M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
124+ 0.34% |
$4.03K - $4.43K
|
37K
$1.37M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
120+ 1.68% |
$3.9K - $4.28K
|
7.25K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 0.64% |
$3.87K - $4.25K
|
18.7K
$689K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
117+ 0.47% |
$3.81K - $4.18K
|
25.1K
$926K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
98New |
$3.19K - $3.5K
|
98
$3.62K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
92+ 2.93% |
$2.99K - $3.28K
|
3.23K
$119K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
79+ 4.93% |
$2.57K - $2.82K
|
1.68K
$62K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 8.99% |
$2.15K - $2.36K
|
800
$29.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$2.11K - $2.32K
|
65
$2.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 5.7% |
$1.66K - $1.82K
|
945
$34.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
30New |
$976 - $1.07K
|
30
$1.11K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
28+ 34.57% |
$911 - $999
|
109
$4.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22+ 0.09% |
$716 - $785
|
23.7K
$874K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4+ 0.0% |
$130 - $143
|
142K
$5.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3+ 0.02% |
$97.6 - $107
|
19.5K
$720K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
601K+ 9998.02% |
$16M - $20.1M
|
607K
$22.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Tlt Family Holdco Ulc
Toronto, |
BUY
|
- |
409KNew |
$10.9M - $13.7M
|
409K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
96.3KNew |
$2.57M - $3.22M
|
96.3K
$3.56M
|
|
|
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 08, 2025
Q2 2025
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
60KNew |
$1.6M - $2.01M
|
60K
$2.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.4KNew |
$517K - $648K
|
19.4K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.55KNew |
$228K - $286K
|
8.55K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.26KNew |
$220K - $276K
|
8.26K
$305K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.17KNew |
$191K - $240K
|
7.17K
$265K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
6.3KNew |
$168K - $211K
|
6.3K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.88KNew |
$130K - $163K
|
4.88K
$180K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 9.52% |
$125K - $157K
|
54.1K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.53K+ 16.21% |
$67.5K - $84.5K
|
18.1K
$669K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46KNew |
$65.7K - $82.3K
|
2.46K
$90.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.85KNew |
$49.2K - $61.7K
|
1.85K
$68.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$37.1K - $46.5K
|
1.39K
$51.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.32KNew |
$35.1K - $44K
|
1.32K
$48.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.06KNew |
$28.2K - $35.3K
|
1.06K
$39K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
973+ 7.43% |
$26K - $32.5K
|
14.1K
$519K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
550New |
$14.7K - $18.4K
|
550
$20.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
491New |
$13.1K - $16.4K
|
491
$18.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
346+ 2.24% |
$9.23K - $11.6K
|
15.8K
$584K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
223New |
$5.95K - $7.46K
|
223
$8.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
195+ 1.0% |
$5.2K - $6.52K
|
19.7K
$727K
|
|