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 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
26New |
$2.29K - $2.59K
|
26
$3.26K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$1.67K - $1.89K
|
19
$2.38K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18+ 0.34% |
$1.59K - $1.79K
|
5.38K
$674K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17+ 130.77% |
$1.5K - $1.69K
|
30
$3.76K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.35% |
$1.23K - $1.39K
|
4.06K
$509K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.89% |
$352 - $398
|
452
$56.6K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.78% |
$352 - $398
|
520
$65.2K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4+ 1.1% |
$352 - $398
|
366
$45.9K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
3+ 1.36% |
$264 - $299
|
223
$27.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.99% |
$176 - $199
|
204
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.01% |
$176 - $199
|
38.5K
$4.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.72% |
$176 - $199
|
279
$35K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 3.17% |
$176 - $199
|
65
$8.15K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.17% |
$88.1 - $99.5
|
47
$5.89K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.04% |
$88.1 - $99.5
|
2.53K
$317K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$88.1 - $99.5
|
3.22K
$404K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1- 0.02% |
$88.1 - $99.5
|
4.77K
$598K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2- 0.46% |
$176 - $199
|
435
$54.5K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2- 0.2% |
$176 - $199
|
992
$124K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-6- 0.11% |
$528 - $597
|
5.62K
$705K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8- 57.14% |
$704 - $796
|
6
$752
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-9- 17.31% |
$793 - $896
|
43
$5.39K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 8.47% |
$881 - $995
|
108
$13.5K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-10- 0.6% |
$881 - $995
|
1.67K
$209K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-11- 0.92% |
$969 - $1.09K
|
1.18K
$148K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-12- 10.34% |
$1.06K - $1.19K
|
104
$13K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-12- 9.3% |
$1.06K - $1.19K
|
117
$14.7K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14Closed |
$1.23K - $1.39K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 0.63% |
$1.23K - $1.39K
|
2.22K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-15- 0.73% |
$1.32K - $1.49K
|
2.05K
$257K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18- 46.15% |
$1.59K - $1.79K
|
21
$2.63K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-20- 0.52% |
$1.76K - $1.99K
|
3.84K
$481K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29- 1.37% |
$2.55K - $2.89K
|
2.09K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 26.85% |
$2.55K - $2.89K
|
79
$9.9K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 1.22% |
$2.55K - $2.89K
|
2.34K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-30- 0.09% |
$2.64K - $2.99K
|
33.7K
$4.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-37- 0.11% |
$3.26K - $3.68K
|
33.5K
$4.2M
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-39- 0.36% |
$3.43K - $3.88K
|
10.7K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-40- 0.87% |
$3.52K - $3.98K
|
4.55K
$570K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-44- 0.36% |
$3.87K - $4.38K
|
12.1K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-55- 67.9% |
$4.84K - $5.47K
|
26
$3.26K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-55- 3.62% |
$4.84K - $5.47K
|
1.47K
$184K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-74- 0.64% |
$6.52K - $7.37K
|
11.4K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-88- 3.52% |
$7.75K - $8.76K
|
2.41K
$302K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-89- 3.48% |
$7.84K - $8.86K
|
2.47K
$309K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-99- 1.52% |
$8.72K - $9.85K
|
6.43K
$806K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-114- 0.43% |
$10K - $11.3K
|
26.6K
$3.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-115- 1.31% |
$10.1K - $11.4K
|
8.65K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-116- 10.52% |
$10.2K - $11.5K
|
987
$124K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-119- 20.84% |
$10.5K - $11.8K
|
452
$56.6K
|