Purchases and Sales Made in Q3 2022 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q3 2022. 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 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
548+ 2.82% |
$44.9K - $54.5K
|
20K
$2.14M
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
525+ 14.83% |
$43K - $52.2K
|
4.07K
$435K
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
524+ 4.06% |
$42.9K - $52.1K
|
13.4K
$1.44M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
500+ 1.87% |
$40.9K - $49.7K
|
27.3K
$2.92M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
498+ 6.3% |
$40.8K - $49.5K
|
8.41K
$900K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
486New |
$39.8K - $48.3K
|
486
$52K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
461New |
$37.7K - $45.8K
|
461
$49.4K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
428+ 4.77% |
$35K - $42.5K
|
9.41K
$1.01M
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
416+ 2.35% |
$34.1K - $41.3K
|
18.1K
$1.94M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
405+ 10.52% |
$33.2K - $40.2K
|
4.25K
$455K
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
388+ 7.77% |
$31.8K - $38.6K
|
5.38K
$576K
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
342+ 3.36% |
$28K - $34K
|
10.5K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
329+ 60.26% |
$26.9K - $32.7K
|
875
$93.7K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
328+ 2.8% |
$26.9K - $32.6K
|
12K
$1.29M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
316+ 1.22% |
$25.9K - $31.4K
|
26.1K
$2.8M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
294New |
$24.1K - $29.2K
|
294
$31.5K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
286+ 2.21% |
$23.4K - $28.4K
|
13.2K
$1.41M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
280+ 6.22% |
$22.9K - $27.8K
|
4.78K
$512K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
272New |
$22.3K - $27K
|
272
$29.1K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
251+ 8.12% |
$20.5K - $24.9K
|
3.34K
$358K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
241+ 5.35% |
$19.7K - $23.9K
|
4.75K
$509K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
233+ 2.46% |
$19.1K - $23.2K
|
9.71K
$1.04M
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
221+ 101.84% |
$18.1K - $22K
|
438
$46.9K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
190+ 0.51% |
$15.6K - $18.9K
|
37.3K
$3.99M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
163+ 0.82% |
$13.3K - $16.2K
|
20.2K
$2.16M
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
137+ 91.95% |
$11.2K - $13.6K
|
286
$30.6K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
110+ 4.67% |
$9K - $10.9K
|
2.46K
$264K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
109+ 2.73% |
$8.92K - $10.8K
|
4.1K
$439K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
89+ 5.01% |
$7.29K - $8.84K
|
1.87K
$200K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
79+ 51.3% |
$6.47K - $7.85K
|
233
$24.9K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
75+ 32.33% |
$6.14K - $7.45K
|
307
$32.9K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
66+ 0.98% |
$5.4K - $6.56K
|
6.83K
$731K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66+ 0.13% |
$5.4K - $6.56K
|
50.6K
$5.42M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
64+ 6400.0% |
$5.24K - $6.36K
|
65
$6.96K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.31% |
$5.24K - $6.36K
|
4.96K
$531K
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$4.5K - $5.47K
|
55
$5.89K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.72% |
$4.26K - $5.17K
|
7.31K
$783K
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
51+ 0.91% |
$4.17K - $5.07K
|
5.65K
$605K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
46+ 82.14% |
$3.77K - $4.57K
|
102
$10.9K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45New |
$3.68K - $4.47K
|
45
$4.82K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32New |
$2.62K - $3.18K
|
32
$3.43K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31New |
$2.54K - $3.08K
|
31
$3.32K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29+ 0.61% |
$2.37K - $2.88K
|
4.8K
$514K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
29+ 56.86% |
$2.37K - $2.88K
|
80
$8.57K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21+ 0.64% |
$1.72K - $2.09K
|
3.33K
$356K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
18New |
$1.47K - $1.79K
|
18
$1.93K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.53% |
$1.06K - $1.29K
|
2.49K
$266K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8+ 0.29% |
$655 - $795
|
2.8K
$300K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5+ 0.21% |
$409 - $497
|
2.44K
$262K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.87% |
$409 - $497
|
577
$61.8K
|