Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 2022. 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 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
750+ 2.61% |
$66.3K - $79.4K
|
29.5K
$3.18M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
734+ 1.83% |
$64.9K - $77.7K
|
40.9K
$4.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
632+ 16.33% |
$55.9K - $66.9K
|
4.5K
$484K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
614+ 14.35% |
$54.3K - $65K
|
4.89K
$527K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
600+ 666.67% |
$53K - $63.5K
|
690
$74.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
591+ 2.22% |
$52.2K - $62.5K
|
27.2K
$2.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
577+ 6.72% |
$51K - $61.1K
|
9.16K
$986K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
562+ 2.54% |
$49.7K - $59.5K
|
22.7K
$2.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
542+ 1.63% |
$47.9K - $57.3K
|
33.7K
$3.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
541+ 4.07% |
$47.8K - $57.2K
|
13.8K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
504+ 6.13% |
$44.6K - $53.3K
|
8.72K
$939K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
496+ 27.9% |
$43.8K - $52.5K
|
2.27K
$245K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
477New |
$42.2K - $50.5K
|
477
$51.3K
|
|
|
May 26, 2023
Q2 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
477New |
$42.2K - $50.5K
|
477
$51.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
452+ 1.37% |
$40K - $47.8K
|
33.4K
$3.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
420+ 19.64% |
$37.1K - $44.4K
|
2.56K
$275K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
415New |
$36.7K - $43.9K
|
415
$44.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
361+ 2.99% |
$31.9K - $38.2K
|
12.4K
$1.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
359+ 4.75% |
$31.7K - $38K
|
7.91K
$851K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
357+ 11.22% |
$31.6K - $37.8K
|
3.54K
$381K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
338+ 0.65% |
$29.9K - $35.8K
|
52K
$5.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
331+ 8.06% |
$29.3K - $35K
|
4.44K
$478K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
314+ 4.37% |
$27.8K - $33.2K
|
7.49K
$807K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
300+ 1.81% |
$26.5K - $31.7K
|
16.9K
$1.82M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
287+ 2.28% |
$25.4K - $30.4K
|
12.9K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
272+ 1.48% |
$24K - $28.8K
|
18.7K
$2.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
264+ 1.0% |
$23.3K - $27.9K
|
26.6K
$2.87M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
259+ 719.44% |
$22.9K - $27.4K
|
295
$31.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
232New |
$20.5K - $24.5K
|
232
$25K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
217New |
$19.2K - $23K
|
217
$23.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
217+ 7.21% |
$19.2K - $23K
|
3.23K
$347K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
206+ 74.37% |
$18.2K - $21.8K
|
483
$52K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
202+ 54.59% |
$17.9K - $21.4K
|
572
$61.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
180New |
$15.9K - $19K
|
180
$19.4K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
170+ 16.3% |
$15K - $18K
|
1.21K
$131K
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
148+ 84.57% |
$13.1K - $15.7K
|
323
$34.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
144New |
$12.7K - $15.2K
|
144
$15.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
143+ 201.41% |
$12.6K - $15.1K
|
214
$23K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
141+ 5.07% |
$12.5K - $14.9K
|
2.92K
$314K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
135+ 12.1% |
$11.9K - $14.3K
|
1.25K
$135K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133New |
$11.8K - $14.1K
|
133
$14.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
127New |
$11.2K - $13.4K
|
127
$13.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$11.1K - $13.3K
|
126
$13.6K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
113+ 0.87% |
$9.99K - $12K
|
13.2K
$1.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
110+ 1.91% |
$9.72K - $11.6K
|
5.88K
$632K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
109New |
$9.64K - $11.5K
|
109
$11.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108+ 15.25% |
$9.55K - $11.4K
|
816
$87.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
106+ 3.92% |
$9.37K - $11.2K
|
2.81K
$302K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
103+ 4.86% |
$9.11K - $10.9K
|
2.22K
$239K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
101+ 2.11% |
$8.93K - $10.7K
|
4.88K
$525K
|