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 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
74+ 1.78% |
$7.44K - $8.5K
|
4.24K
$456K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
72+ 0.38% |
$7.24K - $8.27K
|
18.9K
$2.03M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
58+ 69.88% |
$5.83K - $6.67K
|
141
$15.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
49+ 2.09% |
$4.93K - $5.63K
|
2.4K
$258K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
46New |
$4.62K - $5.29K
|
46
$4.95K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
44New |
$4.42K - $5.06K
|
44
$4.74K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
36New |
$3.62K - $4.14K
|
36
$3.88K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34+ 0.67% |
$3.42K - $3.91K
|
5.09K
$548K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32New |
$3.22K - $3.68K
|
32
$3.44K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
30New |
$3.02K - $3.45K
|
30
$3.23K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
28+ 0.49% |
$2.82K - $3.22K
|
5.71K
$614K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
20New |
$2.01K - $2.3K
|
20
$2.15K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
14+ 0.7% |
$1.41K - $1.61K
|
2.02K
$217K
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14+ 0.68% |
$1.41K - $1.61K
|
2.06K
$222K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
14+ 24.56% |
$1.41K - $1.61K
|
71
$7.64K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 13.95% |
$1.21K - $1.38K
|
98
$10.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.21K - $1.38K
|
5.56K
$598K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7+ 0.02% |
$704 - $804
|
37.1K
$3.99M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.69% |
$302 - $345
|
437
$47K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.6% |
$302 - $345
|
503
$54.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.47% |
$101 - $115
|
214
$23K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 1.22% |
$101 - $115
|
83
$8.93K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.05% |
$101 - $115
|
1.93K
$208K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.39% |
$101 - $115
|
257
$27.7K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 0.13% |
$101 - $115
|
779
$83.9K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2- 0.16% |
$201 - $230
|
1.22K
$131K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3- 0.07% |
$302 - $345
|
4.6K
$495K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4- 5.0% |
$402 - $460
|
76
$8.18K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7Closed |
$704 - $804
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 15.71% |
$1.11K - $1.26K
|
59
$6.35K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11- 4.38% |
$1.11K - $1.26K
|
240
$25.8K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12- 0.51% |
$1.21K - $1.38K
|
2.33K
$251K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-17- 1.57% |
$1.71K - $1.95K
|
1.07K
$115K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21Closed |
$2.11K - $2.41K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-21- 30.43% |
$2.11K - $2.41K
|
48
$5.17K
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-22- 0.43% |
$2.21K - $2.53K
|
5.09K
$548K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-23Closed |
$2.31K - $2.64K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-23- 0.26% |
$2.31K - $2.64K
|
8.76K
$943K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-28- 4.58% |
$2.82K - $3.22K
|
583
$62.8K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32- 16.08% |
$3.22K - $3.68K
|
167
$18K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-33Closed |
$3.32K - $3.79K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-35Closed |
$3.52K - $4.02K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-37- 3.21% |
$3.72K - $4.25K
|
1.12K
$120K
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-40- 1.31% |
$4.02K - $4.6K
|
3.01K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-45Closed |
$4.52K - $5.17K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-49- 6.17% |
$4.93K - $5.63K
|
745
$80.2K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-50- 2.74% |
$5.03K - $5.75K
|
1.78K
$191K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-58Closed |
$5.83K - $6.67K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-58- 1.48% |
$5.83K - $6.67K
|
3.85K
$414K
|