Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
837+ 3.5% |
$84.2K - $89K
|
24.8K
$2.65M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
812+ 7.17% |
$81.6K - $86.3K
|
12.1K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
809+ 10.23% |
$81.3K - $86K
|
8.72K
$934K
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
803+ 7.4% |
$80.7K - $85.4K
|
11.7K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
800New |
$80.4K - $85.1K
|
800
$85.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
786+ 4.08% |
$79K - $83.6K
|
20.1K
$2.15M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
754+ 2.86% |
$75.8K - $80.2K
|
27.1K
$2.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
746+ 2.95% |
$75K - $79.3K
|
26.1K
$2.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
724+ 2.91% |
$72.8K - $77K
|
25.6K
$2.74M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
678+ 297.37% |
$68.2K - $72.1K
|
906
$97K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
669+ 19.11% |
$67.3K - $71.1K
|
4.17K
$446K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
625+ 11.31% |
$62.8K - $66.5K
|
6.15K
$659K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
615+ 12.88% |
$61.8K - $65.4K
|
5.39K
$577K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
577+ 3394.12% |
$58K - $61.4K
|
594
$63.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
570New |
$57.3K - $60.6K
|
570
$61K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
545+ 34.34% |
$54.8K - $57.9K
|
2.13K
$228K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
524+ 0.77% |
$52.7K - $55.7K
|
68.5K
$7.34M
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
509+ 13.08% |
$51.2K - $54.1K
|
4.4K
$471K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
505+ 4.52% |
$50.8K - $53.7K
|
11.7K
$1.25M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
471+ 2.58% |
$47.4K - $50.1K
|
18.7K
$2M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
471+ 1.15% |
$47.4K - $50.1K
|
41.4K
$4.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
438+ 17.99% |
$44K - $46.6K
|
2.87K
$308K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
438+ 2.71% |
$44K - $46.6K
|
16.6K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
429+ 18.68% |
$43.1K - $45.6K
|
2.73K
$292K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
427+ 384.68% |
$42.9K - $45.4K
|
538
$57.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
400+ 12.46% |
$40.2K - $42.5K
|
3.61K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
387+ 14.17% |
$38.9K - $41.1K
|
3.12K
$334K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
380+ 10.78% |
$38.2K - $40.4K
|
3.9K
$418K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
376+ 648.28% |
$37.8K - $40K
|
434
$46.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
354+ 4.01% |
$35.6K - $37.6K
|
9.19K
$984K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
346+ 1.51% |
$34.8K - $36.8K
|
23.2K
$2.48M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
339+ 9.14% |
$34.1K - $36K
|
4.05K
$433K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
338+ 6.33% |
$34K - $35.9K
|
5.68K
$608K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
328+ 1171.43% |
$33K - $34.9K
|
356
$38.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
293New |
$29.5K - $31.2K
|
293
$31.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
291+ 14.91% |
$29.3K - $30.9K
|
2.24K
$240K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
277+ 543.14% |
$27.9K - $29.5K
|
328
$35.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
272+ 81.68% |
$27.3K - $28.9K
|
605
$64.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
271+ 3.56% |
$27.2K - $28.8K
|
7.89K
$845K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
264+ 106.88% |
$26.5K - $28.1K
|
511
$54.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
262+ 6.46% |
$26.3K - $27.9K
|
4.32K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
259+ 1.15% |
$26K - $27.5K
|
22.8K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
254New |
$25.5K - $27K
|
254
$27.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
236+ 1.55% |
$23.7K - $25.1K
|
15.5K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
229New |
$23K - $24.3K
|
229
$24.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
228+ 0.46% |
$22.9K - $24.2K
|
50.1K
$5.37M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
223New |
$22.4K - $23.7K
|
223
$23.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
204+ 0.52% |
$20.5K - $21.7K
|
39.6K
$4.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
173+ 3.91% |
$17.4K - $18.4K
|
4.6K
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
172+ 5.61% |
$17.3K - $18.3K
|
3.24K
$347K
|