Purchases and Sales Made in Q1 2021 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA VALUE FACTOR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Fjarde Ap Fonden
|
BUY
|
- |
35K+ 1.3% |
$3.01M - $3.66M
|
2.72M
$293M
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
34.5K+ 219.74% |
$2.97M - $3.61M
|
50.2K
$5.4M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
33.7KNew |
$2.91M - $3.53M
|
33.7K
$3.63M
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
33.5K+ 14.6% |
$2.89M - $3.5M
|
263K
$28.3M
|
|
Apr 29, 2021
Q1 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
33.3KNew |
$2.87M - $3.48M
|
33.3K
$3.58M
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.6KNew |
$2.81M - $3.4M
|
32.6K
$3.51M
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
31KNew |
$2.67M - $3.24M
|
31K
$3.34M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
31K+ 24977.42% |
$2.67M - $3.24M
|
31.1K
$3.35M
|
|
Apr 09, 2021
Q1 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
30.3K+ 64.25% |
$2.61M - $3.16M
|
77.4K
$8.33M
|
|
Apr 29, 2021
Q1 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
29.9KNew |
$2.58M - $3.12M
|
29.9K
$3.22M
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
29.6K+ 39.24% |
$2.55M - $3.09M
|
105K
$11.3M
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.5KNew |
$2.54M - $3.08M
|
29.5K
$3.18M
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
29.5K+ 5.76% |
$2.54M - $3.08M
|
541K
$58.2M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.5KNew |
$2.46M - $2.98M
|
28.5K
$3.07M
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
28.5KNew |
$2.45M - $2.97M
|
28.5K
$3.06M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.7K+ 93.34% |
$2.21M - $2.68M
|
53.1K
$5.72M
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
25.3K+ 37.67% |
$2.18M - $2.65M
|
92.6K
$9.96M
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
24.1KNew |
$2.07M - $2.52M
|
24.1K
$2.59M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
23.9K+ 8.37% |
$2.06M - $2.5M
|
310K
$33.4M
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
23.7KNew |
$2.04M - $2.48M
|
23.7K
$2.55M
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 27.02% |
$2.01M - $2.44M
|
110K
$11.8M
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23.3KNew |
$2M - $2.43M
|
23.3K
$2.51M
|
|
May 06, 2021
Q1 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
21.6K+ 12.82% |
$1.86M - $2.26M
|
190K
$20.5M
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
21.3KNew |
$1.84M - $2.23M
|
21.3K
$2.3M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.7K+ 9.33% |
$1.7M - $2.06M
|
231K
$24.9M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
19.1K+ 78.4% |
$1.65M - $2M
|
43.6K
$4.69M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.7K+ 25.75% |
$1.61M - $1.96M
|
91.5K
$9.85M
|
|
May 17, 2021
Q1 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.7K+ 61.79% |
$1.52M - $1.85M
|
46.4K
$4.99M
|
|
May 14, 2021
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
17.1KNew |
$1.47M - $1.79M
|
17.1K
$1.84M
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.6K+ 13.81% |
$1.34M - $1.63M
|
128K
$13.8M
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14K+ 1257.97% |
$1.2M - $1.46M
|
15.1K
$1.62M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 65.9% |
$1.2M - $1.46M
|
35.1K
$3.78M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.8K+ 87.98% |
$1.19M - $1.44M
|
29.5K
$3.18M
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13.5KNew |
$1.16M - $1.41M
|
13.5K
$1.45M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
12.6KNew |
$1.09M - $1.32M
|
12.6K
$1.36M
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.3K+ 13.01% |
$1.06M - $1.28M
|
106K
$11.5M
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.7K+ 18.35% |
$1.01M - $1.22M
|
75.3K
$8.1M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11.6KNew |
$998K - $1.21M
|
11.6K
$1.25M
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.65K+ 32.09% |
$831K - $1.01M
|
39.7K
$4.28M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.65KNew |
$831K - $1.01M
|
9.65K
$1.04M
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.53K+ 35.67% |
$821K - $996K
|
36.2K
$3.9M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.46K+ 44.21% |
$815K - $989K
|
30.9K
$3.32M
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.22KNew |
$794K - $964K
|
9.22K
$993K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9.07KNew |
$781K - $947K
|
9.07K
$976K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.99K+ 46.46% |
$775K - $940K
|
28.4K
$3.05M
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.43K+ 4.45% |
$726K - $880K
|
198K
$21.3M
|
|
Apr 28, 2021
Q1 2021
|
Gfg Capital, LLC
|
BUY
|
- |
8.29KNew |
$714K - $866K
|
8.29K
$892K
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.25K+ 25.19% |
$710K - $862K
|
41K
$4.41M
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.23K+ 9.49% |
$709K - $860K
|
95K
$10.2M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.98K+ 5.32% |
$688K - $834K
|
158K
$17M
|