Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2022. 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 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.03K+ 32.08% |
$405K - $463K
|
16.6K
$1.79M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.89KNew |
$391K - $447K
|
3.89K
$418K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.75K+ 43.61% |
$377K - $431K
|
12.3K
$1.33M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.7K+ 78.95% |
$371K - $425K
|
8.38K
$901K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.62K+ 144.34% |
$364K - $416K
|
6.13K
$660K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.43KNew |
$344K - $394K
|
3.43K
$369K
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.41K+ 24.07% |
$343K - $392K
|
17.6K
$1.89M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.37K+ 33.96% |
$339K - $387K
|
13.3K
$1.43M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.31K+ 58.62% |
$333K - $380K
|
8.96K
$964K
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
3.24KNew |
$325K - $372K
|
3.24K
$348K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.23KNew |
$325K - $371K
|
3.23K
$348K
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.22KNew |
$324K - $370K
|
3.22K
$347K
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 23.24% |
$307K - $351K
|
16.2K
$1.74M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.01KNew |
$303K - $346K
|
3.01K
$324K
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.97K+ 9.35% |
$299K - $341K
|
34.7K
$3.74M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.7KNew |
$272K - $311K
|
2.7K
$291K
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.52K+ 96.81% |
$253K - $289K
|
5.11K
$550K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$252K - $288K
|
2.5K
$269K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.42K+ 5.09% |
$243K - $278K
|
50K
$5.38M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.29KNew |
$230K - $263K
|
2.29K
$247K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.21K+ 0.22% |
$222K - $254K
|
986K
$106M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.15KNew |
$216K - $247K
|
2.15K
$232K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.12KNew |
$213K - $243K
|
2.12K
$228K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.03K+ 5.33% |
$204K - $234K
|
40.2K
$4.32M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.02KNew |
$203K - $232K
|
2.02K
$217K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 3.76% |
$199K - $228K
|
54.7K
$5.88M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 103.67% |
$190K - $218K
|
3.72K
$400K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.85K+ 8.27% |
$185K - $212K
|
24.2K
$2.6M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.84K+ 90.59% |
$185K - $211K
|
3.87K
$416K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 23.18% |
$162K - $186K
|
8.58K
$924K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.59K+ 11.49% |
$160K - $182K
|
15.4K
$1.66M
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.58K+ 2.18% |
$159K - $182K
|
74.1K
$7.97M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.55K+ 13.24% |
$156K - $178K
|
13.3K
$1.43M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.45K+ 10.96% |
$146K - $167K
|
14.7K
$1.58M
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45K+ 11.63% |
$146K - $167K
|
13.9K
$1.5M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.4K+ 4.43% |
$141K - $161K
|
33K
$3.55M
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.36K+ 1.66% |
$137K - $156K
|
83.2K
$8.95M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 42.4% |
$134K - $153K
|
4.48K
$482K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 20.35% |
$123K - $141K
|
7.26K
$782K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.19K+ 9.88% |
$120K - $137K
|
13.3K
$1.43M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.19K+ 21.31% |
$120K - $137K
|
6.78K
$730K
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.19K+ 4.31% |
$119K - $136K
|
28.8K
$3.1M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.18K+ 9.95% |
$118K - $135K
|
13K
$1.4M
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.14K+ 5.92% |
$115K - $131K
|
20.4K
$2.19M
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.11K+ 44.26% |
$112K - $128K
|
3.62K
$390K
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.1K+ 3.95% |
$110K - $126K
|
28.9K
$3.11M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
975+ 41.14% |
$98K - $112K
|
3.35K
$360K
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
965+ 2.74% |
$97K - $111K
|
36.2K
$3.89M
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
963+ 21.06% |
$96.8K - $111K
|
5.54K
$596K
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
948+ 11.23% |
$95.3K - $109K
|
9.39K
$1.01M
|