Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 2025. 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 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.06K- 23.56% |
$98.7K - $120K
|
3.43K
$429K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.06K- 18.34% |
$98.9K - $120K
|
4.71K
$590K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 9.51% |
$99.4K - $120K
|
10.1K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.16K- 22.03% |
$109K - $132K
|
4.12K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.21K- 20.03% |
$113K - $136K
|
4.81K
$603K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 24.88% |
$114K - $138K
|
3.67K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.27K- 9.41% |
$119K - $144K
|
12.3K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.3K- 13.48% |
$122K - $147K
|
8.35K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.34K- 8.95% |
$125K - $151K
|
13.6K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.35K- 12.63% |
$126K - $152K
|
9.32K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.48K- 16.22% |
$138K - $167K
|
7.63K
$957K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.58K- 20.55% |
$147K - $178K
|
6.09K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.6K- 18.83% |
$150K - $181K
|
6.9K
$864K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 15.37% |
$163K - $197K
|
9.6K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 13.98% |
$179K - $216K
|
11.8K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.98K- 3.07% |
$185K - $224K
|
62.5K
$7.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.01K- 6.35% |
$188K - $228K
|
29.7K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.02K- 6.24% |
$188K - $228K
|
30.3K
$3.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.02K- 39.5% |
$189K - $229K
|
3.1K
$388K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.11K- 88.71% |
$291K - $352K
|
396
$49.6K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.58K- 12.93% |
$334K - $405K
|
24.1K
$3.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.59K- 32.09% |
$335K - $406K
|
7.59K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.7K- 3.2% |
$346K - $419K
|
112K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.96K- 14.28% |
$370K - $448K
|
23.8K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-3.98K- 35.08% |
$372K - $450K
|
7.36K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.23K- 0.92% |
$396K - $479K
|
454K
$56.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.37K- 41.03% |
$408K - $495K
|
6.28K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.66K- 65.11% |
$436K - $528K
|
2.5K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.02K- 32.99% |
$470K - $569K
|
10.2K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.76K- 27.26% |
$538K - $652K
|
15.4K
$1.92M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.28K- 56.82% |
$588K - $711K
|
4.78K
$598K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-6.29K- 8.31% |
$588K - $712K
|
69.4K
$8.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.94K- 19.36% |
$649K - $786K
|
28.9K
$3.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.07K- 3.83% |
$661K - $801K
|
177K
$22.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.12K- 22.59% |
$666K - $806K
|
24.4K
$3.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.8K- 59.09% |
$729K - $883K
|
5.4K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.84K- 25.92% |
$733K - $888K
|
22.4K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-7.91K- 16.34% |
$740K - $895K
|
40.5K
$5.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.99K- 29.25% |
$747K - $904K
|
19.3K
$2.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.22K- 16.03% |
$862K - $1.04M
|
48.3K
$6.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.49K- 20.9% |
$888K - $1.07M
|
35.9K
$4.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.5K- 17.52% |
$888K - $1.07M
|
44.7K
$5.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.89K- 49.23% |
$925K - $1.12M
|
10.2K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.97K- 58.37% |
$932K - $1.13M
|
7.11K
$891K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.2K- 1.92% |
$1.05M - $1.27M
|
572K
$71.7M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.3K- 41.06% |
$1.06M - $1.28M
|
16.2K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12K- 24.1% |
$1.12M - $1.35M
|
37.7K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.5K- 42.15% |
$1.17M - $1.42M
|
17.2K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.3K- 23.01% |
$1.71M - $2.07M
|
61.1K
$7.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-18.9K- 37.02% |
$1.77M - $2.14M
|
32.1K
$4.03M
|