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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.72KNew |
$261K - $287K
|
3.72K
$400K
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 42.52% |
$258K - $283K
|
12.3K
$1.32M
|
|
Nov 16, 2020
Q3 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.66K+ 8.88% |
$257K - $283K
|
44.8K
$4.82M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.63K+ 54.32% |
$256K - $281K
|
10.3K
$1.11M
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
3.63K+ 2452.7% |
$255K - $281K
|
3.78K
$407K
|
|
Nov 03, 2020
Q3 2020
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.39K+ 5.5% |
$238K - $262K
|
65K
$6.99M
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.08KNew |
$216K - $238K
|
3.08K
$331K
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.01KNew |
$212K - $233K
|
3.01K
$324K
|
|
Nov 06, 2020
Q3 2020
|
Planned Solutions, Inc.
|
BUY
|
- |
2.97KNew |
$209K - $230K
|
2.97K
$320K
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.82KNew |
$199K - $218K
|
2.82K
$304K
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 26.28% |
$194K - $213K
|
13.2K
$1.43M
|
|
Nov 05, 2020
Q3 2020
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.73K+ 5.29% |
$192K - $211K
|
54.4K
$5.85M
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.72KNew |
$192K - $211K
|
2.72K
$293K
|
|
Oct 13, 2020
Q3 2020
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$191K - $210K
|
2.72K
$293K
|
|
Nov 12, 2020
Q3 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.71K+ 12.98% |
$191K - $210K
|
23.6K
$2.54M
|
|
Nov 03, 2020
Q3 2020
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.7K+ 16.13% |
$190K - $209K
|
19.4K
$2.09M
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
2.56K+ 28.31% |
$180K - $198K
|
11.6K
$1.25M
|
|
Oct 19, 2020
Q3 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
2.55K+ 3.85% |
$179K - $197K
|
68.7K
$7.4M
|
|
Nov 10, 2020
Q3 2020
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.5K+ 61.73% |
$176K - $193K
|
6.55K
$705K
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.48K+ 7.13% |
$174K - $192K
|
37.2K
$4.01M
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.42K+ 21.91% |
$170K - $187K
|
13.5K
$1.45M
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.4K+ 23.97% |
$169K - $185K
|
12.4K
$1.33M
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.04KNew |
$144K - $158K
|
2.04K
$220K
|
|
Nov 02, 2020
Q3 2020
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2K+ 50.08% |
$141K - $154K
|
5.99K
$644K
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93K+ 55.23% |
$136K - $149K
|
5.41K
$583K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.88K+ 12.18% |
$132K - $145K
|
17.3K
$1.86M
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.83K+ 0.77% |
$128K - $141K
|
238K
$25.6M
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.76K+ 33.81% |
$124K - $136K
|
6.95K
$748K
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.68K+ 2.99% |
$118K - $130K
|
57.6K
$6.2M
|
|
Nov 17, 2020
Q3 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.64K+ 7.78% |
$115K - $127K
|
22.7K
$2.45M
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.6K+ 17.04% |
$113K - $124K
|
11K
$1.19M
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.55K+ 15.79% |
$109K - $119K
|
11.3K
$1.22M
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
- |
1.4K+ 31.58% |
$98.3K - $108K
|
5.82K
$626K
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.3K+ 6.45% |
$91.4K - $100K
|
21.4K
$2.31M
|
|
Oct 26, 2020
Q3 2020
|
Ma Private Wealth
|
BUY
|
- |
1.27K+ 0.74% |
$89.2K - $98K
|
173K
$18.7M
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.26K+ 9.64% |
$88.8K - $97.6K
|
14.4K
$1.54M
|
|
Nov 12, 2020
Q3 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.14KNew |
$80.5K - $88.5K
|
1.14K
$123K
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
1.13K+ 11.11% |
$79.7K - $87.6K
|
11.3K
$1.22M
|
|
Nov 16, 2020
Q3 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.08K+ 252.94% |
$75.6K - $83.1K
|
1.5K
$161K
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
987+ 6.02% |
$69.5K - $76.3K
|
17.4K
$1.87M
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
978+ 7.67% |
$68.8K - $75.6K
|
13.7K
$1.48M
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
960+ 77.8% |
$67.6K - $74.2K
|
2.19K
$236K
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
832+ 17.39% |
$58.5K - $64.3K
|
5.62K
$604K
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
BUY
|
- |
789+ 3.92% |
$55.5K - $61K
|
20.9K
$2.25M
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
746+ 16.51% |
$52.5K - $57.7K
|
5.26K
$567K
|
|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
743+ 38.22% |
$52.3K - $57.4K
|
2.69K
$289K
|
|
Oct 13, 2020
Q3 2020
|
Successful Portfolios LLC
|
BUY
|
- |
730+ 15.63% |
$51.4K - $56.4K
|
5.4K
$581K
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
BUY
|
- |
709+ 6.41% |
$49.9K - $54.8K
|
11.8K
$1.27M
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
708+ 1089.23% |
$49.8K - $54.7K
|
773
$83.2K
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
625+ 2.69% |
$44K - $48.3K
|
23.8K
$2.57M
|