Purchases and Sales Made in Q3 2020 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 29.14% |
$1M - $1.1M
|
63.1K
$6.79M
|
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.5KNew |
$952K - $1.05M
|
13.5K
$1.46M
|
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.5KNew |
$947K - $1.04M
|
13.5K
$1.45M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.2K+ 16.92% |
$858K - $942K
|
84.2K
$9.06M
|
|
|
Nov 12, 2020
Q3 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.2KNew |
$855K - $940K
|
12.2K
$1.31M
|
|
|
Nov 06, 2020
Q3 2020
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
12K+ 2.7% |
$841K - $924K
|
455K
$48.9M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 8.42% |
$823K - $904K
|
151K
$16.2M
|
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
11.3KNew |
$797K - $876K
|
11.3K
$1.22M
|
|
|
Nov 10, 2020
Q3 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.3K+ 58.2% |
$795K - $874K
|
30.7K
$3.31M
|
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.1K+ 34.96% |
$782K - $859K
|
42.9K
$4.62M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 17.0% |
$736K - $809K
|
72K
$7.75M
|
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.3K+ 17.67% |
$724K - $795K
|
68.5K
$7.37M
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.1KNew |
$714K - $785K
|
10.1K
$1.09M
|
|
|
Nov 10, 2020
Q3 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.1K+ 86.34% |
$709K - $779K
|
21.7K
$2.34M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.33K+ 6.05% |
$656K - $721K
|
163K
$17.6M
|
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.94K+ 29.42% |
$629K - $691K
|
39.3K
$4.23M
|
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.87K+ 23.31% |
$624K - $686K
|
46.9K
$5.05M
|
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.57KNew |
$603K - $663K
|
8.57K
$923K
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
8.33K+ 17.39% |
$586K - $644K
|
56.3K
$6.06M
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.14K+ 25.45% |
$573K - $629K
|
40.1K
$4.32M
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.81K+ 13.36% |
$550K - $604K
|
66.3K
$7.13M
|
|
|
Nov 05, 2020
Q3 2020
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.73K+ 9.81% |
$544K - $598K
|
86.6K
$9.32M
|
|
|
Nov 12, 2020
Q3 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.65K+ 8.7% |
$538K - $591K
|
95.6K
$10.3M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.61K+ 69145.45% |
$535K - $588K
|
7.62K
$820K
|
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
BUY
|
- |
7.36K+ 262.75% |
$518K - $569K
|
10.2K
$1.09M
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.88KNew |
$484K - $532K
|
6.88K
$741K
|
|
|
Oct 30, 2020
Q3 2020
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.84K+ 39.66% |
$481K - $529K
|
24.1K
$2.59M
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
6.84K+ 13.61% |
$481K - $529K
|
57.1K
$6.14M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.8K+ 8.31% |
$478K - $526K
|
88.6K
$9.53M
|
|
|
Nov 12, 2020
Q3 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
6.66KNew |
$469K - $515K
|
6.66K
$717K
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
6.38K+ 53200.0% |
$449K - $494K
|
6.4K
$688K
|
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
BUY
|
- |
6.37K+ 29.93% |
$449K - $493K
|
27.7K
$2.98M
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.29K+ 3.34% |
$442K - $486K
|
195K
$20.9M
|
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.23K+ 82.0% |
$439K - $482K
|
13.8K
$1.49M
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
6.05K+ 7.19% |
$426K - $468K
|
90.2K
$9.71M
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
5.98KNew |
$421K - $462K
|
5.98K
$644K
|
|
|
Nov 13, 2020
Q3 2020
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.54K+ 2.13% |
$390K - $429K
|
266K
$28.6M
|
|
|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.54K+ 20.73% |
$390K - $428K
|
32.3K
$3.47M
|
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.28K+ 6.52% |
$372K - $409K
|
86.3K
$9.29M
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
BUY
|
- |
5.26K+ 84.34% |
$370K - $407K
|
11.5K
$1.24M
|
|
|
Nov 03, 2020
Q3 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.2K+ 40.32% |
$366K - $402K
|
18.1K
$1.95M
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.04K+ 25.82% |
$355K - $390K
|
24.6K
$2.64M
|
|
|
Nov 13, 2020
Q3 2020
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.98KNew |
$351K - $385K
|
4.98K
$536K
|
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.93KNew |
$347K - $381K
|
4.93K
$530K
|
|
|
Nov 13, 2020
Q3 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.4K+ 35.8% |
$309K - $340K
|
16.7K
$1.8M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.35K+ 15.03% |
$306K - $337K
|
33.3K
$3.59M
|
|
|
Nov 16, 2020
Q3 2020
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.15KNew |
$292K - $321K
|
4.15K
$447K
|
|
|
Oct 30, 2020
Q3 2020
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.9K+ 65.0% |
$274K - $302K
|
9.9K
$1.07M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
3.82K+ 8.33% |
$268K - $295K
|
49.6K
$5.34M
|
|
|
Nov 13, 2020
Q3 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.75K+ 68.06% |
$264K - $290K
|
9.27K
$997K
|