Purchases and Sales Made in Q4 2020 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.4K+ 67.34% |
$3.34M - $4.12M
|
115K
$12.4M
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
46.2K+ 28.03% |
$3.33M - $4.11M
|
211K
$22.6M
|
|
Feb 05, 2021
Q4 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
45.6K+ 15.14% |
$3.28M - $4.05M
|
347K
$37.1M
|
|
Mar 01, 2021
Q4 2020
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
43.4KNew |
$3.12M - $3.85M
|
43.4K
$4.65M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.1K+ 10.66% |
$3.1M - $3.82M
|
447K
$47.8M
|
|
Feb 16, 2021
Q4 2020
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
42.6KNew |
$3.06M - $3.78M
|
42.6K
$4.56M
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
41.1KNew |
$2.96M - $3.65M
|
41.1K
$4.4M
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.7K+ 129.23% |
$2.86M - $3.53M
|
70.4K
$7.54M
|
|
Feb 12, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37.7K+ 173.44% |
$2.71M - $3.35M
|
59.4K
$6.37M
|
|
Feb 10, 2021
Q4 2020
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
37.3K+ 43.12% |
$2.69M - $3.32M
|
124K
$13.3M
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.8KNew |
$2.36M - $2.91M
|
32.8K
$3.51M
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
32.7KNew |
$2.36M - $2.91M
|
32.7K
$3.51M
|
|
Feb 16, 2021
Q4 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
32.6KNew |
$2.35M - $2.9M
|
32.6K
$3.49M
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
31.3K+ 97.09% |
$2.25M - $2.78M
|
63.6K
$6.81M
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
31KNew |
$2.23M - $2.75M
|
31K
$3.32M
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
30.9KNew |
$2.22M - $2.74M
|
30.9K
$3.31M
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30.1KNew |
$2.16M - $2.67M
|
30.1K
$3.22M
|
|
Jan 13, 2021
Q4 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.8K+ 35.9% |
$2.14M - $2.65M
|
113K
$12.1M
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
BUY
|
- |
28.3K+ 567.94% |
$2.04M - $2.51M
|
33.3K
$3.56M
|
|
Feb 02, 2021
Q4 2020
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
27.5KNew |
$1.98M - $2.44M
|
27.5K
$2.95M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27.5KNew |
$1.98M - $2.44M
|
27.5K
$2.94M
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
27.4K+ 22058.87% |
$1.97M - $2.43M
|
27.5K
$2.94M
|
|
Jan 13, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
27KNew |
$1.94M - $2.4M
|
27K
$2.89M
|
|
Feb 11, 2021
Q4 2020
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
26.9KNew |
$1.93M - $2.39M
|
26.9K
$2.88M
|
|
Jan 11, 2021
Q4 2020
|
Ma Private Wealth
|
BUY
|
- |
26.2K+ 15.08% |
$1.88M - $2.32M
|
200K
$21.4M
|
|
Jan 15, 2021
Q4 2020
|
4 J Wealth Management LLC
|
BUY
|
- |
25.8KNew |
$1.86M - $2.29M
|
25.8K
$2.76M
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
23.7K+ 81.59% |
$1.71M - $2.11M
|
52.8K
$5.65M
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
22.4K+ 50.09% |
$1.61M - $1.99M
|
67.2K
$7.2M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21.5KNew |
$1.55M - $1.91M
|
21.5K
$2.31M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 18.28% |
$1.52M - $1.88M
|
137K
$14.6M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.9KNew |
$1.5M - $1.85M
|
20.9K
$2.23M
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
19.8KNew |
$1.43M - $1.76M
|
19.8K
$2.12M
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.6KNew |
$1.41M - $1.74M
|
19.6K
$2.1M
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
BUY
|
- |
19.3KNew |
$1.39M - $1.71M
|
19.3K
$2.07M
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19.2K+ 270.33% |
$1.38M - $1.71M
|
26.4K
$2.82M
|
|
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
18K+ 28.41% |
$1.3M - $1.6M
|
81.4K
$8.72M
|
|
Feb 10, 2021
Q4 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
18KNew |
$1.29M - $1.6M
|
18K
$1.93M
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.9KNew |
$1.29M - $1.59M
|
17.9K
$1.92M
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.2K+ 43.78% |
$1.24M - $1.53M
|
56.6K
$6.06M
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
16.9K+ 18.69% |
$1.21M - $1.5M
|
107K
$11.5M
|
|
Mar 02, 2021
Q4 2020
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15.7KNew |
$1.13M - $1.39M
|
15.7K
$1.68M
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
15.6K+ 27.64% |
$1.12M - $1.38M
|
71.8K
$7.69M
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$1.1M - $1.35M
|
15.3K
$1.63M
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$1.06M - $1.31M
|
14.8K
$1.58M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 9.74% |
$1.06M - $1.3M
|
165K
$17.7M
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.4K+ 8330.06% |
$1.04M - $1.28M
|
14.6K
$1.56M
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.4K+ 5.52% |
$1.03M - $1.28M
|
275K
$29.4M
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.9KNew |
$1M - $1.24M
|
13.9K
$1.49M
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.6K+ 98.66% |
$982K - $1.21M
|
27.5K
$2.94M
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
13K+ 42.32% |
$935K - $1.15M
|
43.7K
$4.68M
|