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 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
947+ 24.38% |
$95.2K - $109K
|
4.83K
$520K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
947+ 24.38% |
$95.2K - $109K
|
4.83K
$520K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
907+ 30.24% |
$91.2K - $104K
|
3.91K
$420K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
886+ 37.04% |
$89.1K - $102K
|
3.28K
$353K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
857+ 30.14% |
$86.2K - $98.5K
|
3.7K
$398K
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
845+ 17.24% |
$85K - $97.1K
|
5.75K
$618K
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
829+ 4.36% |
$83.3K - $95.3K
|
19.9K
$2.14M
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
798+ 37.12% |
$80.2K - $91.7K
|
2.95K
$317K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
663+ 3.54% |
$66.7K - $76.2K
|
19.4K
$2.09M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
642+ 9.29% |
$64.5K - $73.8K
|
7.55K
$813K
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
637+ 3.59% |
$64K - $73.2K
|
18.4K
$1.98M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
595New |
$59.8K - $68.4K
|
595
$64K
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
587+ 12.29% |
$59K - $67.5K
|
5.37K
$577K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
571New |
$57.4K - $65.6K
|
571
$61.5K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
569New |
$57.2K - $65.4K
|
569
$61.2K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
565+ 12.39% |
$56.8K - $64.9K
|
5.12K
$552K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
518+ 13.97% |
$52.1K - $59.5K
|
4.23K
$455K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
477+ 3.94% |
$48K - $54.8K
|
12.6K
$1.35M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
472+ 3.89% |
$47.5K - $54.2K
|
12.6K
$1.36M
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
469New |
$47.2K - $53.9K
|
469
$50.5K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
434New |
$43.6K - $49.9K
|
434
$46.7K
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
428+ 9.82% |
$43K - $49.2K
|
4.79K
$515K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
407+ 3.49% |
$40.9K - $46.8K
|
12.1K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
391+ 2.03% |
$39.3K - $44.9K
|
19.7K
$2.12M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
390+ 13.85% |
$39.2K - $44.8K
|
3.21K
$345K
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
350+ 6.46% |
$35.2K - $40.2K
|
5.77K
$621K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
346+ 7.08% |
$34.8K - $39.8K
|
5.23K
$563K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
254+ 111.4% |
$25.5K - $29.2K
|
482
$51.9K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
248+ 1.72% |
$24.9K - $28.5K
|
14.7K
$1.58M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
238New |
$23.9K - $27.4K
|
238
$25.6K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
229+ 168.38% |
$23K - $26.3K
|
365
$39.3K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
174+ 48.6% |
$17.5K - $20K
|
532
$57.3K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
167New |
$16.8K - $19.2K
|
167
$18K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
147+ 1.88% |
$14.8K - $16.9K
|
7.97K
$858K
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
125+ 4.4% |
$12.6K - $14.4K
|
2.97K
$320K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
120+ 3.1% |
$12.1K - $13.8K
|
3.99K
$430K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
112+ 2.56% |
$11.3K - $12.9K
|
4.48K
$482K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
104+ 2.54% |
$10.5K - $12K
|
4.2K
$452K
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
101+ 0.25% |
$10.2K - $11.6K
|
40.6K
$4.37M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
100New |
$10.1K - $11.5K
|
100
$10.8K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
100+ 29.5% |
$10.1K - $11.5K
|
439
$47.3K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$10.1K - $11.5K
|
100
$10.8K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 4.94% |
$10.1K - $11.5K
|
2.13K
$229K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
99+ 36.53% |
$9.95K - $11.4K
|
370
$39.8K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
87New |
$8.75K - $10K
|
87
$9.36K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
83New |
$8.34K - $9.54K
|
83
$8.93K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
83+ 1.46% |
$8.34K - $9.54K
|
5.79K
$623K
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
82+ 4.03% |
$8.24K - $9.42K
|
2.12K
$228K
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
77+ 1.16% |
$7.74K - $8.85K
|
6.72K
$723K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
75+ 0.59% |
$7.54K - $8.62K
|
12.9K
$1.39M
|