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 |
---|---|---|---|---|---|---|---|
Jul 09, 2020
Q2 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$756K - $1.03M
|
12.8K
$1.37M
|
|
Jul 21, 2020
Q2 2020
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$750K - $1.02M
|
12.6K
$1.36M
|
|
Aug 05, 2020
Q2 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.3KNew |
$728K - $989K
|
12.3K
$1.32M
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.9KNew |
$706K - $959K
|
11.9K
$1.28M
|
|
Aug 11, 2020
Q2 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.8K+ 51.46% |
$700K - $951K
|
34.8K
$3.74M
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11KNew |
$654K - $889K
|
11K
$1.19M
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.9K+ 208.77% |
$647K - $880K
|
16.2K
$1.74M
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.7K+ 3907.69% |
$632K - $859K
|
10.9K
$1.18M
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$621K - $845K
|
10.5K
$1.13M
|
|
Aug 11, 2020
Q2 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
10.2KNew |
$604K - $821K
|
10.2K
$1.1M
|
|
Aug 14, 2020
Q2 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.78KNew |
$580K - $788K
|
9.78K
$1.05M
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.41KNew |
$557K - $758K
|
9.41K
$1.01M
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
8.96K+ 12279.45% |
$531K - $722K
|
9.04K
$973K
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
BUY
|
- |
8.66KNew |
$513K - $698K
|
8.66K
$933K
|
|
Jul 20, 2020
Q2 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.65KNew |
$513K - $697K
|
8.65K
$931K
|
|
Aug 14, 2020
Q2 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.26K+ 4.5% |
$489K - $665K
|
192K
$20.6M
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.09K+ 424.68% |
$479K - $651K
|
9.99K
$1.08M
|
|
Aug 14, 2020
Q2 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5K+ 115.31% |
$444K - $604K
|
14K
$1.51M
|
|
Aug 07, 2020
Q2 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.95K+ 172.31% |
$412K - $560K
|
11K
$1.18M
|
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.17KNew |
$365K - $497K
|
6.17K
$664K
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
BUY
|
- |
6KNew |
$355K - $483K
|
6K
$645K
|
|
Aug 14, 2020
Q2 2020
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.98KNew |
$354K - $481K
|
5.98K
$643K
|
|
Jul 20, 2020
Q2 2020
|
Wall Capital Group, Inc.
|
BUY
|
- |
5.8K+ 14.99% |
$344K - $467K
|
44.5K
$4.79M
|
|
Aug 04, 2020
Q2 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.51KNew |
$327K - $444K
|
5.51K
$593K
|
|
Aug 14, 2020
Q2 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.29KNew |
$314K - $426K
|
5.29K
$570K
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
5.21KNew |
$308K - $419K
|
5.21K
$560K
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.19KNew |
$308K - $418K
|
5.19K
$559K
|
|
Aug 12, 2020
Q2 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.17K+ 79.45% |
$306K - $416K
|
11.7K
$1.26M
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
5.11KNew |
$303K - $411K
|
5.11K
$550K
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.01KNew |
$297K - $404K
|
5.01K
$539K
|
|
Jul 13, 2020
Q2 2020
|
Successful Portfolios LLC
|
BUY
|
- |
4.67KNew |
$277K - $376K
|
4.67K
$503K
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$268K - $364K
|
4.52K
$486K
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
BUY
|
- |
4.42KNew |
$262K - $356K
|
4.42K
$476K
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 93.92% |
$247K - $336K
|
8.61K
$927K
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.09KNew |
$242K - $330K
|
4.09K
$440K
|
|
Aug 11, 2020
Q2 2020
|
Scotia Capital Inc.
|
BUY
|
- |
4.06K+ 32.9% |
$240K - $327K
|
16.4K
$1.76M
|
|
Aug 13, 2020
Q2 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4KNew |
$237K - $322K
|
4K
$431K
|
|
Sep 09, 2020
Q2 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4KNew |
$237K - $322K
|
4K
$431K
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
4K+ 9.56% |
$237K - $322K
|
45.8K
$4.93M
|
|
Jul 30, 2020
Q2 2020
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.99KNew |
$236K - $321K
|
3.99K
$429K
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.97K+ 24.57% |
$235K - $320K
|
20.1K
$2.17M
|
|
Aug 12, 2020
Q2 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.72K+ 96.05% |
$221K - $300K
|
7.6K
$818K
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.71KNew |
$220K - $299K
|
3.71K
$399K
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$213K - $289K
|
3.59K
$386K
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.49KNew |
$207K - $281K
|
3.49K
$375K
|
|
Aug 05, 2020
Q2 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.48KNew |
$206K - $281K
|
3.48K
$375K
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
BUY
|
- |
3.42K+ 256.64% |
$203K - $276K
|
4.75K
$512K
|
|
Aug 14, 2020
Q2 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.41KNew |
$202K - $275K
|
3.41K
$367K
|
|
Jul 08, 2020
Q2 2020
|
Mcia Inc
|
BUY
|
- |
3.02KNew |
$179K - $243K
|
3.02K
$325K
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
BUY
|
- |
2.8KNew |
$166K - $226K
|
2.8K
$301K
|