Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2023. 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 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.88M+ 17500.85% |
$606M - $685M
|
6.92M
$745M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.43M+ 14455.21% |
$126M - $142M
|
1.44M
$155M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
782K+ 4.99% |
$68.9M - $77.8M
|
16.4M
$1.77B
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
536KNew |
$47.2M - $53.4M
|
536K
$57.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
401KNew |
$35.3M - $39.9M
|
401K
$43.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
276K+ 783.8% |
$24.3M - $27.5M
|
311K
$33.5M
|
|
|
May 02, 2023
Q1 2023
|
Matson Money. Inc.
|
BUY
|
- |
231K+ 7.34% |
$20.3M - $23M
|
3.37M
$363M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
209K+ 26.13% |
$18.4M - $20.8M
|
1.01M
$108M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
172K+ 2402.46% |
$15.2M - $17.1M
|
179K
$19.3M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
99.7K+ 2.24% |
$8.78M - $9.93M
|
4.55M
$490M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
98K+ 69.85% |
$8.63M - $9.75M
|
238K
$25.6M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
78.4K+ 60.61% |
$6.9M - $7.8M
|
208K
$22.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.9K+ 107.22% |
$5.27M - $5.96M
|
116K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
50.9K+ 109.16% |
$4.48M - $5.07M
|
97.5K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
46.2K+ 1490.74% |
$4.07M - $4.6M
|
49.3K
$5.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
44.6K+ 64.13% |
$3.92M - $4.44M
|
114K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.2K+ 237.95% |
$3.18M - $3.6M
|
51.4K
$5.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
32.7K+ 531.64% |
$2.88M - $3.25M
|
38.8K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
32.3K+ 7.71% |
$2.84M - $3.21M
|
451K
$48.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.8K+ 69.63% |
$2.45M - $2.77M
|
67.7K
$7.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
26.8K+ 22.84% |
$2.36M - $2.67M
|
144K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
21.3K+ 315.78% |
$1.87M - $2.12M
|
28K
$3.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
19.8KNew |
$1.74M - $1.97M
|
19.8K
$2.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.5KNew |
$1.72M - $1.94M
|
19.5K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18.4K+ 26.05% |
$1.62M - $1.83M
|
89K
$9.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17.2K+ 4.61% |
$1.51M - $1.71M
|
389K
$41.9M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
16.7K+ 30.86% |
$1.47M - $1.66M
|
70.8K
$7.62M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.5K+ 554.71% |
$1.46M - $1.65M
|
19.5K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.7KNew |
$1.38M - $1.56M
|
15.7K
$1.69M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6K+ 35.5% |
$1.29M - $1.46M
|
55.8K
$6.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 56.0% |
$1.23M - $1.39M
|
39K
$4.2M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.9K+ 27.42% |
$1.23M - $1.39M
|
64.8K
$6.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 14.96% |
$1.13M - $1.28M
|
99K
$10.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12K+ 2.26% |
$1.06M - $1.2M
|
543K
$58.4M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12K+ 107.69% |
$1.05M - $1.19M
|
23.1K
$2.49M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
11.3KNew |
$992K - $1.12M
|
11.3K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.1K+ 77.54% |
$975K - $1.1M
|
25.4K
$2.73M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11K+ 387.54% |
$972K - $1.1M
|
13.9K
$1.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.8K+ 2.67% |
$947K - $1.07M
|
413K
$44.5M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.7KNew |
$946K - $1.07M
|
10.7K
$1.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.53KNew |
$752K - $849K
|
8.53K
$919K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.34K+ 2.44% |
$734K - $830K
|
350K
$37.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.17K+ 13.14% |
$719K - $813K
|
70.3K
$7.57M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
7.51K+ 4.17% |
$661K - $748K
|
188K
$20.2M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.16K+ 5.9% |
$630K - $712K
|
128K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.81K+ 1.84% |
$600K - $678K
|
376K
$40.5M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.78K+ 143.64% |
$597K - $675K
|
11.5K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.53KNew |
$575K - $649K
|
6.53K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.23KNew |
$548K - $620K
|
6.23K
$670K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.06K+ 179.95% |
$533K - $603K
|
9.42K
$1.01M
|