Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2024. 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 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$303K - $334K
|
3.08K
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.06K+ 4.08% |
$300K - $331K
|
78K
$8.4M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$299K - $330K
|
3.05K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.99KNew |
$294K - $324K
|
2.99K
$322K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 3.86% |
$292K - $322K
|
80K
$8.61M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 17.21% |
$273K - $302K
|
19K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.75K+ 8.77% |
$270K - $298K
|
34.1K
$3.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.64KNew |
$259K - $286K
|
2.64K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$257K - $284K
|
2.62K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.25KNew |
$221K - $243K
|
2.25K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.21K+ 2.52% |
$217K - $239K
|
89.7K
$9.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.96KNew |
$192K - $212K
|
1.96K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.94KNew |
$191K - $211K
|
1.94K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.93KNew |
$190K - $209K
|
1.93K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.86KNew |
$183K - $202K
|
1.86K
$200K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 33.35% |
$174K - $192K
|
7.09K
$763K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 21.79% |
$170K - $187K
|
9.66K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.69K+ 2.49% |
$166K - $183K
|
69.5K
$7.48M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.62K+ 6.6% |
$159K - $176K
|
26.2K
$2.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.54K+ 8.19% |
$151K - $167K
|
20.3K
$2.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.31K+ 19.33% |
$129K - $142K
|
8.11K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.3K+ 12.86% |
$128K - $141K
|
11.4K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.28K+ 16.58% |
$125K - $138K
|
8.97K
$966K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.22K+ 14.56% |
$120K - $132K
|
9.59K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 20.54% |
$118K - $130K
|
7.04K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 0.23% |
$116K - $127K
|
506K
$54.5M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
975+ 18.27% |
$95.7K - $106K
|
6.31K
$679K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
958+ 116.12% |
$94K - $104K
|
1.78K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
881+ 22.46% |
$86.5K - $95.4K
|
4.8K
$517K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
855New |
$83.9K - $92.6K
|
855
$92K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
842+ 85.4% |
$82.7K - $91.2K
|
1.83K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
818+ 3.28% |
$80.3K - $88.6K
|
25.8K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
775+ 861.11% |
$76.1K - $83.9K
|
865
$93.1K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
748+ 3.76% |
$73.4K - $81K
|
20.6K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
731+ 2.03% |
$71.8K - $79.2K
|
36.7K
$3.95M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
686+ 6.87% |
$67.3K - $74.3K
|
10.7K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
668+ 31.44% |
$65.6K - $72.4K
|
2.79K
$301K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
648+ 4.48% |
$63.6K - $70.2K
|
15.1K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
645+ 464.03% |
$63.3K - $69.9K
|
784
$84.4K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
600+ 4.23% |
$58.9K - $65K
|
14.8K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
542+ 0.96% |
$53.2K - $58.7K
|
56.8K
$6.11M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
506+ 2.98% |
$49.7K - $54.8K
|
17.5K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
502New |
$49.3K - $54.4K
|
502
$54K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
441+ 6.34% |
$43.3K - $47.8K
|
7.39K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
429New |
$42.1K - $46.5K
|
429
$46.2K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
428+ 7.78% |
$42K - $46.4K
|
5.93K
$638K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
315+ 11.54% |
$30.9K - $34.1K
|
3.05K
$328K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
313+ 10433.33% |
$30.7K - $33.9K
|
316
$34K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
312+ 2.02% |
$30.6K - $33.8K
|
15.8K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
299+ 6.32% |
$29.4K - $32.4K
|
5.03K
$541K
|