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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.1K- 26.81% |
$1.88M - $2.27M
|
54.8K
$6.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.3K- 31.71% |
$2.08M - $2.52M
|
47.9K
$6.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-27K- 63.86% |
$2.52M - $3.05M
|
15.3K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.2K- 48.25% |
$2.92M - $3.53M
|
33.5K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.4K- 13.56% |
$3.4M - $4.12M
|
232K
$29.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-38.4K- 100.0% |
$3.59M - $4.35M
|
1
$125
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-45.4K- 14.74% |
$4.24M - $5.14M
|
262K
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.5K- 3.33% |
$4.53M - $5.49M
|
1.41M
$176M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-51.9K- 72.2% |
$4.86M - $5.88M
|
20K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.6K- 4.45% |
$7.63M - $9.24M
|
1.75M
$220M
|
|
|
Jul 30, 2025
Q2 2025
|
Matson Money. Inc.
|
SELL
|
- |
-84.5K- 3.14% |
$7.9M - $9.56M
|
2.6M
$326M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-86.7K- 5.84% |
$8.11M - $9.82M
|
1.4M
$175M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-91.5K- 7.03% |
$8.55M - $10.4M
|
1.21M
$152M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-106K- 19.01% |
$9.88M - $12M
|
450K
$56.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-177K- 32.23% |
$16.6M - $20.1M
|
373K
$46.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-180K- 92.47% |
$16.8M - $20.4M
|
14.7K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-700K- 91.21% |
$65.4M - $79.2M
|
67.4K
$8.45M
|