Purchases and Sales Made in Q2 2021 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 2021. 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 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47.9K+ 37.31% |
$4.9M - $5.21M
|
176K
$19M
|
|
|
Aug 10, 2021
Q2 2021
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
43.4K+ 24.8% |
$4.44M - $4.72M
|
218K
$23.5M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.1K+ 4.46% |
$4.31M - $4.58M
|
988K
$106M
|
|
|
Aug 16, 2021
Q2 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
39.7KNew |
$4.06M - $4.32M
|
39.7K
$4.27M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39.6K+ 17.15% |
$4.05M - $4.3M
|
270K
$29.1M
|
|
|
Jul 27, 2021
Q2 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
38.1KNew |
$3.9M - $4.14M
|
38.1K
$4.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.1K+ 30.62% |
$3.8M - $4.04M
|
158K
$17.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.4K+ 1.09% |
$3.72M - $3.96M
|
3.39M
$365M
|
|
|
Aug 12, 2021
Q2 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.7K+ 5.5% |
$3.55M - $3.78M
|
666K
$71.7M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.5K+ 10.5% |
$3.53M - $3.76M
|
364K
$39.1M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.5K+ 3.51% |
$3.53M - $3.75M
|
1.02M
$110M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.8K+ 1417.11% |
$3.46M - $3.67M
|
36.2K
$3.89M
|
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
32.5K+ 70.19% |
$3.33M - $3.54M
|
78.9K
$8.49M
|
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
28.6K+ 111.1% |
$2.93M - $3.11M
|
54.4K
$5.85M
|
|
|
Jul 23, 2021
Q2 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
27.5KNew |
$2.81M - $2.99M
|
27.5K
$2.96M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.3KNew |
$2.79M - $2.96M
|
27.3K
$2.93M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
24.6K+ 4.54% |
$2.51M - $2.67M
|
565K
$60.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
23.8K+ 29.51% |
$2.43M - $2.58M
|
104K
$11.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.8KNew |
$2.34M - $2.48M
|
22.8K
$2.46M
|
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
22.3K+ 24.05% |
$2.28M - $2.42M
|
115K
$12.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.2K+ 10.32% |
$2.27M - $2.42M
|
238K
$25.6M
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.1K+ 21.07% |
$2.26M - $2.4M
|
127K
$13.7M
|
|
|
Jul 27, 2021
Q2 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
21.9K+ 65.69% |
$2.24M - $2.38M
|
55.1K
$5.93M
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 22.52% |
$2.19M - $2.33M
|
116K
$12.5M
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21.2KNew |
$2.17M - $2.3M
|
21.2K
$2.28M
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
20.7K+ 154.07% |
$2.12M - $2.26M
|
34.2K
$3.68M
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
17.7K+ 16.63% |
$1.81M - $1.93M
|
124K
$13.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
17K+ 39.06% |
$1.74M - $1.85M
|
60.6K
$6.52M
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.9K+ 79.29% |
$1.73M - $1.83M
|
38.1K
$4.11M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 6.19% |
$1.71M - $1.82M
|
287K
$30.9M
|
|
|
Jul 28, 2021
Q2 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
16.7K+ 56.81% |
$1.71M - $1.82M
|
46.2K
$4.97M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.9K+ 7.2% |
$1.63M - $1.73M
|
237K
$25.5M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
15.7K+ 6.42% |
$1.61M - $1.71M
|
261K
$28M
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
15.3K+ 15.8% |
$1.57M - $1.67M
|
112K
$12.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15.2K+ 5.9% |
$1.56M - $1.65M
|
273K
$29.4M
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
15.1KNew |
$1.54M - $1.64M
|
15.1K
$1.62M
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15K+ 28.31% |
$1.54M - $1.64M
|
68.2K
$7.34M
|
|
|
Aug 16, 2021
Q2 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
14K+ 7.37% |
$1.43M - $1.52M
|
204K
$22M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
13.8K+ 40.94% |
$1.41M - $1.5M
|
47.6K
$5.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
13.4K+ 23.2% |
$1.37M - $1.46M
|
71.1K
$7.66M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.2K+ 8.86% |
$1.35M - $1.43M
|
162K
$17.4M
|
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.7KNew |
$1.3M - $1.39M
|
12.7K
$1.37M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6K+ 19.98% |
$1.29M - $1.37M
|
75.5K
$8.12M
|
|
|
Jul 14, 2021
Q2 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
12.5K+ 7.04% |
$1.28M - $1.36M
|
190K
$20.5M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.7K+ 438.59% |
$1.1M - $1.17M
|
13.2K
$1.42M
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
10.5K+ 21.69% |
$1.07M - $1.14M
|
58.7K
$6.32M
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.95K+ 42.18% |
$1.02M - $1.08M
|
33.5K
$3.61M
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
9.89K+ 37.62% |
$1.01M - $1.08M
|
36.2K
$3.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.8K+ 17.21% |
$1M - $1.07M
|
66.7K
$7.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
8.94KNew |
$914K - $972K
|
8.94K
$962K
|