Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2025. 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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
219+ 6.66% |
$23K - $24.9K
|
3.51K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
195+ 7.15% |
$20.5K - $22.1K
|
2.92K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192New |
$20.1K - $21.8K
|
192
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
175+ 4.73% |
$18.4K - $19.9K
|
3.87K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
171New |
$17.9K - $19.4K
|
171
$21.4K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
168+ 4.72% |
$17.6K - $19.1K
|
3.73K
$467K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
154New |
$16.2K - $17.5K
|
154
$19.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
151+ 1.6% |
$15.8K - $17.1K
|
9.57K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148New |
$15.5K - $16.8K
|
148
$18.5K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
139+ 3.99% |
$14.6K - $15.8K
|
3.62K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
138New |
$14.5K - $15.7K
|
138
$17.3K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
136+ 107.94% |
$14.3K - $15.4K
|
262
$32.8K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
130+ 98.48% |
$13.6K - $14.8K
|
262
$32.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
119+ 1.25% |
$12.5K - $13.5K
|
9.65K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
118+ 3.04% |
$12.4K - $13.4K
|
4K
$501K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
118+ 17.35% |
$12.4K - $13.4K
|
798
$100K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
117+ 0.63% |
$12.3K - $13.3K
|
18.7K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
109+ 119.78% |
$11.4K - $12.4K
|
200
$25.1K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 2.35% |
$10.5K - $11.4K
|
4.36K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
93+ 300.0% |
$9.75K - $10.6K
|
124
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
85+ 2.84% |
$8.92K - $9.65K
|
3.08K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 4.84% |
$7.45K - $8.06K
|
1.54K
$193K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
70+ 3.47% |
$7.34K - $7.95K
|
2.09K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
69New |
$7.24K - $7.84K
|
69
$8.65K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
66+ 0.63% |
$6.92K - $7.49K
|
10.5K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
64New |
$6.71K - $7.27K
|
64
$8.02K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 203.45% |
$6.19K - $6.7K
|
88
$11K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
53New |
$5.56K - $6.02K
|
53
$6.64K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43+ 0.97% |
$4.51K - $4.88K
|
4.47K
$560K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
35+ 2.34% |
$3.67K - $3.97K
|
1.53K
$192K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
29New |
$3.04K - $3.29K
|
29
$3.63K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
29+ 0.61% |
$3.04K - $3.29K
|
4.82K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$2.94K - $3.18K
|
28
$3.51K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27New |
$2.83K - $3.07K
|
27
$3.38K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 0.64% |
$2.83K - $3.07K
|
4.26K
$534K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20+ 0.61% |
$2.1K - $2.27K
|
3.32K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
19+ 0.44% |
$1.99K - $2.16K
|
4.34K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.12% |
$1.99K - $2.16K
|
15.3K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.78K - $1.93K
|
17
$2.13K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.62% |
$1.68K - $1.82K
|
2.58K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14New |
$1.47K - $1.59K
|
14
$1.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 0.4% |
$1.15K - $1.25K
|
2.73K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
11New |
$1.15K - $1.25K
|
11
$1.38K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.4% |
$1.05K - $1.14K
|
2.52K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 16.67% |
$944 - $1.02K
|
63
$7.9K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.53% |
$629 - $681
|
1.13K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6+ 0.12% |
$629 - $681
|
5.09K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.07% |
$420 - $454
|
5.47K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4+ 0.14% |
$420 - $454
|
2.9K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.18% |
$420 - $454
|
2.17K
$272K
|