Purchases and Sales Made in Q4 2024 in Ishares Tr Focused Value Facto (FOVL)
This table provides information about the institutional ownership of Ishares Tr Focused Value Facto (FOVL) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR FOCUSED VALUE FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.07KNew |
$476K - $537K
|
7.07K
$514K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.87KNew |
$328K - $370K
|
4.87K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.53KNew |
$238K - $268K
|
3.53K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.15KNew |
$212K - $240K
|
3.15K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 3.24% |
$87.3K - $98.5K
|
41.2K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
475+ 0.75% |
$32K - $36.1K
|
63.9K
$4.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
400+ 13.04% |
$27K - $30.4K
|
3.47K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 8.48% |
$19.8K - $22.4K
|
3.76K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
175+ 9.45% |
$11.8K - $13.3K
|
2.03K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157+ 3.95% |
$10.6K - $11.9K
|
4.13K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 3.79% |
$741 - $837
|
279
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.96K- 41.21% |
$402K - $453K
|
8.5K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.37K- 80.36% |
$497K - $561K
|
1.8K
$131K
|