Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Value Factor (VLUE)

VLUE Quotes by TradingView

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 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
415
+ 11.11%
$36.5K - $41.3K
4.15K $447K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
404
+ 3.43%
$35.6K - $40.2K
12.2K $1.31M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
400
+ 5.48%
$35.2K - $39.8K
7.7K $828K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
392
+ 18.8%
$34.5K - $39K
2.48K $267K
Aug 07, 2023 Q1 2023
W Advisors, LLC

Germantown, TN
BUY
 -
354
+ 7.11%
$31.2K - $35.2K
5.33K $574K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
351
+ 3.37%
$30.9K - $34.9K
10.8K $1.16M
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
348
New
$30.6K - $34.6K
348 $37.5K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
331
+ 13.57%
$29.1K - $32.9K
2.77K $298K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
322
+ 15.93%
$28.4K - $32.1K
2.34K $252K
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
276
+ 3.3%
$24.3K - $27.5K
8.65K $931K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
245
New
$21.6K - $24.4K
245 $26.4K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
244
New
$21.5K - $24.3K
244 $26.3K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
244
+ 28.5%
$21.5K - $24.3K
1.1K $118K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
242
+ 4.91%
$21.3K - $24.1K
5.17K $556K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
214
+ 4280.0%
$18.8K - $21.3K
219 $23.6K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
211
+ 3.45%
$18.6K - $21K
6.33K $681K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
199
+ 3.61%
$17.5K - $19.8K
5.71K $614K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
191
+ 0.37%
$16.8K - $19K
52.4K $5.64M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
167
New
$14.7K - $16.6K
167 $18K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
159
New
$14K - $15.8K
159 $17.1K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
142
+ 1.9%
$12.5K - $14.1K
7.61K $819K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
126
New
$11.1K - $12.5K
126 $13.6K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
124
+ 17.87%
$10.9K - $12.3K
818 $88K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
123
+ 227.78%
$10.8K - $12.2K
177 $19.1K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
120
+ 160.0%
$10.6K - $11.9K
195 $21K
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
119
+ 5.25%
$10.5K - $11.8K
2.38K $257K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
111
New
$9.77K - $11K
111 $11.9K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
105
New
$9.25K - $10.5K
105 $11.3K
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
105
+ 4.13%
$9.25K - $10.5K
2.65K $285K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
103
New
$9.07K - $10.3K
103 $11.1K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
97
+ 1.45%
$8.54K - $9.66K
6.77K $728K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
96
New
$8.45K - $9.56K
96 $10.3K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
90
+ 3.58%
$7.93K - $8.96K
2.6K $280K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
83
+ 2.47%
$7.31K - $8.26K
3.44K $371K
Apr 17, 2023 Q1 2023
Nova R Wealth, Inc.

BUY
 -
81
+ 1.23%
$7.13K - $8.06K
6.66K $716K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
81
+ 1.88%
$7.13K - $8.06K
4.38K $471K
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
59
+ 2.19%
$5.2K - $5.87K
2.76K $297K
Apr 06, 2023 Q1 2023
Taylor & Morgan Wealth Management, LLC

BUY
 -
50
+ 0.88%
$4.4K - $4.98K
5.74K $618K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
46
New
$4.05K - $4.58K
46 $4.95K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
44
+ 0.89%
$3.87K - $4.38K
4.97K $535K
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
39
+ 0.2%
$3.43K - $3.88K
19.3K $2.07M
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

BUY
 -
38
New
$3.35K - $3.78K
38 $4.09K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
35
New
$3.08K - $3.48K
35 $3.77K
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
31
New
$2.73K - $3.09K
31 $3.34K
Apr 20, 2023 Q1 2023
Marino, Stram & Associates LLC

BUY
 -
30
+ 1.32%
$2.64K - $2.99K
2.31K $248K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
28
+ 13.53%
$2.47K - $2.79K
235 $25.3K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
26
+ 0.46%
$2.29K - $2.59K
5.62K $605K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
26
New
$2.29K - $2.59K
26 $2.8K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
19
New
$1.67K - $1.89K
19 $2.05K

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