Purchases and Sales Made in Q2 2020 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.1K+ 1015.54% |
$3.26M - $4.44M
|
60.5K
$6.55M
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51.8K+ 782.84% |
$3.07M - $4.18M
|
58.5K
$6.33M
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
50.2KNew |
$2.98M - $4.05M
|
50.2K
$5.44M
|
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
48.8KNew |
$2.89M - $3.93M
|
48.8K
$5.28M
|
|
Jul 08, 2020
Q2 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.5KNew |
$2.87M - $3.91M
|
48.5K
$5.25M
|
|
Aug 18, 2020
Q2 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
47.9KNew |
$2.84M - $3.86M
|
47.9K
$5.19M
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
46.5KNew |
$2.76M - $3.75M
|
46.5K
$5.04M
|
|
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
BUY
|
- |
45.7KNew |
$2.71M - $3.68M
|
45.7K
$4.95M
|
|
Jul 28, 2020
Q2 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
41.3K+ 16.78% |
$2.45M - $3.33M
|
288K
$31.1M
|
|
Aug 13, 2020
Q2 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
41.1KNew |
$2.44M - $3.31M
|
41.1K
$4.45M
|
|
Jun 23, 2021
Q2 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
38KNew |
$2.25M - $3.06M
|
38K
$4.12M
|
|
Jul 31, 2020
Q2 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
36.3K+ 101.68% |
$2.15M - $2.92M
|
72K
$7.79M
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.6K+ 137.49% |
$2.11M - $2.87M
|
61.6K
$6.66M
|
|
Jul 22, 2020
Q2 2020
|
Lincoln Capital Corp
|
BUY
|
- |
35.6K+ 525.41% |
$2.11M - $2.87M
|
42.4K
$4.58M
|
|
Aug 05, 2021
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34.5KNew |
$2.04M - $2.78M
|
34.5K
$3.73M
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
32.8KNew |
$1.94M - $2.64M
|
32.8K
$3.55M
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
32KNew |
$1.9M - $2.58M
|
32K
$3.46M
|
|
Jul 29, 2020
Q2 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
31.8KNew |
$1.88M - $2.56M
|
31.8K
$3.44M
|
|
Jul 20, 2020
Q2 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.7KNew |
$1.76M - $2.39M
|
29.7K
$3.22M
|
|
Aug 13, 2020
Q2 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26.7K+ 92065.52% |
$1.58M - $2.15M
|
26.7K
$2.89M
|
|
Aug 14, 2020
Q2 2020
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
26K+ 11.09% |
$1.54M - $2.09M
|
260K
$28.1M
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.3K+ 29.64% |
$1.5M - $2.04M
|
111K
$12M
|
|
Aug 14, 2020
Q2 2020
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 4.66% |
$1.5M - $2.04M
|
569K
$61.6M
|
|
Aug 14, 2020
Q2 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
25KNew |
$1.48M - $2.01M
|
25K
$2.71M
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
23.2KNew |
$1.38M - $1.87M
|
23.2K
$2.51M
|
|
Jul 21, 2020
Q2 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.8KNew |
$1.35M - $1.84M
|
22.8K
$2.47M
|
|
Aug 11, 2020
Q2 2020
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3KNew |
$1.32M - $1.8M
|
22.3K
$2.42M
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
BUY
|
- |
21.3KNew |
$1.26M - $1.72M
|
21.3K
$2.3M
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.2KNew |
$1.26M - $1.71M
|
21.2K
$2.3M
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
21.1KNew |
$1.25M - $1.7M
|
21.1K
$2.28M
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.7K+ 212.47% |
$1.22M - $1.66M
|
30.4K
$3.29M
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.5K+ 63.58% |
$1.22M - $1.65M
|
52.8K
$5.71M
|
|
Jul 17, 2020
Q2 2020
|
Montecito Bank & Trust
|
BUY
|
- |
20.1KNew |
$1.19M - $1.62M
|
20.1K
$2.18M
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$1.16M - $1.57M
|
19.5K
$2.11M
|
|
Aug 07, 2020
Q2 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
19.4KNew |
$1.15M - $1.56M
|
19.4K
$2.1M
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.8KNew |
$994K - $1.35M
|
16.8K
$1.82M
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.7KNew |
$992K - $1.35M
|
16.7K
$1.81M
|
|
Oct 13, 2020
Q2 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6K+ 390.03% |
$985K - $1.34M
|
20.9K
$2.26M
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 132.3% |
$977K - $1.33M
|
29K
$3.13M
|
|
Jul 31, 2020
Q2 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
16.3K+ 22.82% |
$969K - $1.32M
|
88K
$9.52M
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
16.1K+ 89.96% |
$955K - $1.3M
|
34K
$3.68M
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
BUY
|
- |
15.3KNew |
$905K - $1.23M
|
15.3K
$1.65M
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15KNew |
$888K - $1.21M
|
15K
$1.62M
|
|
Aug 17, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.9KNew |
$881K - $1.2M
|
14.9K
$1.61M
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
13.9K+ 918.25% |
$823K - $1.12M
|
15.4K
$1.67M
|
|
Aug 14, 2020
Q2 2020
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
13.4K+ 29.71% |
$793K - $1.08M
|
58.4K
$6.32M
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1KNew |
$776K - $1.05M
|
13.1K
$1.42M
|
|
Aug 04, 2020
Q2 2020
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
13K+ 14.37% |
$772K - $1.05M
|
104K
$11.2M
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.9KNew |
$765K - $1.04M
|
12.9K
$1.4M
|
|
Aug 11, 2020
Q2 2020
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
12.8K+ 2.98% |
$759K - $1.03M
|
443K
$47.9M
|