Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 2024. 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, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.8KNew |
$280K - $302K
|
2.8K
$301K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.64KNew |
$265K - $285K
|
2.64K
$285K
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.59KNew |
$260K - $280K
|
2.59K
$279K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.44KNew |
$244K - $263K
|
2.44K
$262K
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.42K+ 126.33% |
$242K - $261K
|
4.33K
$466K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 3.1% |
$238K - $257K
|
79K
$8.51M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.21KNew |
$221K - $238K
|
2.21K
$238K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 2.5% |
$201K - $216K
|
82K
$8.82M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.97KNew |
$197K - $212K
|
1.97K
$212K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.42K+ 50.98% |
$143K - $154K
|
4.22K
$454K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 6.66% |
$127K - $136K
|
20.2K
$2.18M
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.23K+ 4.71% |
$124K - $133K
|
27.4K
$2.95M
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.21K+ 13.01% |
$121K - $131K
|
10.5K
$1.13M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.07K+ 0.41% |
$107K - $115K
|
262K
$28.2M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 1.26% |
$102K - $110K
|
81.8K
$8.8M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
984+ 4.77% |
$98.6K - $106K
|
21.6K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
949+ 5.11% |
$95.1K - $102K
|
19.5K
$2.1M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
796+ 0.08% |
$79.7K - $85.9K
|
1.03M
$110M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
769+ 2261.76% |
$77K - $83K
|
803
$86.4K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
749+ 11.12% |
$75K - $80.8K
|
7.48K
$805K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
747+ 5.15% |
$74.8K - $80.6K
|
15.3K
$1.64M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
735+ 12.69% |
$73.6K - $79.3K
|
6.53K
$703K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
730+ 0.9% |
$73.1K - $78.8K
|
81.6K
$8.78M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
712+ 26.95% |
$71.3K - $76.8K
|
3.35K
$361K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
664+ 1.75% |
$66.5K - $71.6K
|
38.7K
$4.17M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
552+ 70.41% |
$55.3K - $59.5K
|
1.34K
$144K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
531+ 11.06% |
$53.2K - $57.3K
|
5.33K
$574K
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
521+ 23.17% |
$52.2K - $56.2K
|
2.77K
$298K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
513+ 6.32% |
$51.4K - $55.3K
|
8.62K
$928K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
505+ 17.83% |
$50.6K - $54.5K
|
3.34K
$359K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
496+ 0.91% |
$49.7K - $53.5K
|
55K
$5.92M
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
475+ 13.98% |
$47.6K - $51.2K
|
3.87K
$417K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
468+ 4.1% |
$46.9K - $50.5K
|
11.9K
$1.28M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
457New |
$45.8K - $49.3K
|
457
$49.2K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
445+ 19.14% |
$44.6K - $48K
|
2.77K
$298K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
313+ 14.36% |
$31.4K - $33.8K
|
2.49K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
256New |
$25.6K - $27.6K
|
256
$27.6K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
254+ 9.02% |
$25.4K - $27.4K
|
3.07K
$331K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
247New |
$24.7K - $26.6K
|
247
$26.6K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
245+ 3.31% |
$24.5K - $26.4K
|
7.64K
$822K
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
238+ 0.58% |
$23.8K - $25.7K
|
41.2K
$4.43M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
217+ 2.37% |
$21.7K - $23.4K
|
9.36K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
216New |
$21.6K - $23.3K
|
216
$23.3K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
209+ 0.54% |
$20.9K - $22.5K
|
38.7K
$4.16M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
206+ 8.01% |
$20.6K - $22.2K
|
2.78K
$299K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
174+ 2.47% |
$17.4K - $18.8K
|
7.22K
$777K
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
165+ 0.71% |
$16.5K - $17.8K
|
23.3K
$2.51M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
165+ 27.5% |
$16.5K - $17.8K
|
765
$82.3K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
164+ 410.0% |
$16.4K - $17.7K
|
204
$22K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
163New |
$16.3K - $17.6K
|
163
$17.5K
|