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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
290+ 3.27% |
$28.5K - $31.4K
|
9.15K
$985K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
284+ 2.05% |
$27.9K - $30.8K
|
14.1K
$1.52M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
277New |
$27.2K - $30K
|
277
$29.8K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
242+ 9.34% |
$23.8K - $26.2K
|
2.83K
$305K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
201+ 2.8% |
$19.7K - $21.8K
|
7.39K
$795K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
177+ 8.24% |
$17.4K - $19.2K
|
2.33K
$250K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
137+ 1141.67% |
$13.4K - $14.8K
|
149
$16K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
135New |
$13.3K - $14.6K
|
135
$14.5K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
134New |
$13.2K - $14.5K
|
134
$14.4K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
130New |
$12.8K - $14.1K
|
130
$14K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
121+ 22.49% |
$11.9K - $13.1K
|
659
$70.9K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
115New |
$11.3K - $12.5K
|
115
$12.4K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
113+ 5.29% |
$11.1K - $12.2K
|
2.25K
$242K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
106+ 2.62% |
$10.4K - $11.5K
|
4.16K
$447K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
105+ 0.27% |
$10.3K - $11.4K
|
38.7K
$4.16M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
103New |
$10.1K - $11.2K
|
103
$11.1K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
98New |
$9.62K - $10.6K
|
98
$10.5K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
92+ 1.56% |
$9.03K - $9.96K
|
6K
$645K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
90+ 2.9% |
$8.84K - $9.75K
|
3.19K
$344K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
89+ 21.98% |
$8.74K - $9.64K
|
494
$53.2K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89+ 261.76% |
$8.74K - $9.64K
|
123
$13.2K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
71+ 2.13% |
$6.97K - $7.69K
|
3.4K
$366K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
65New |
$6.38K - $7.04K
|
65
$7K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
64+ 24.15% |
$6.28K - $6.93K
|
329
$35.4K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
53+ 2.1% |
$5.2K - $5.74K
|
2.57K
$277K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
52New |
$5.1K - $5.63K
|
52
$5.6K
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
49+ 0.43% |
$4.81K - $5.31K
|
11.5K
$1.24M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
40New |
$3.93K - $4.33K
|
40
$4.31K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
28New |
$2.75K - $3.03K
|
28
$3.01K
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
20+ 1.01% |
$1.96K - $2.17K
|
2K
$215K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20+ 0.64% |
$1.96K - $2.17K
|
3.17K
$341K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 59.38% |
$1.87K - $2.06K
|
51
$5.49K
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
19+ 0.42% |
$1.87K - $2.06K
|
4.57K
$492K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
19New |
$1.87K - $2.06K
|
19
$2.05K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
15+ 0.61% |
$1.47K - $1.62K
|
2.47K
$266K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.43% |
$1.08K - $1.19K
|
2.57K
$277K
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.21% |
$982 - $1.08K
|
4.89K
$526K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 0.37% |
$884 - $975
|
2.44K
$262K
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$687 - $758
|
23.5K
$2.53M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.29% |
$491 - $542
|
1.75K
$188K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.17% |
$393 - $433
|
2.32K
$250K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.38% |
$295 - $325
|
785
$84.5K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.65% |
$295 - $325
|
464
$49.9K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.14% |
$295 - $325
|
2.19K
$236K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3New |
$295 - $325
|
3
$323
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.69% |
$196 - $217
|
293
$31.5K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 3.85% |
$196 - $217
|
54
$5.81K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.47% |
$196 - $217
|
432
$46.5K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.05% |
$98.2 - $108
|
2.02K
$217K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.44% |
$98.2 - $108
|
227
$24.4K
|