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 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
1.89K+ 29.61% |
$136K - $168K
|
8.29K
$892K
|
|
Feb 16, 2021
Q4 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 7.84% |
$128K - $158K
|
24.5K
$2.64M
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
BUY
|
- |
1.74KNew |
$125K - $154K
|
1.74K
$187K
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.61KNew |
$116K - $143K
|
1.61K
$173K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 41.72% |
$113K - $140K
|
5.35K
$576K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.55K+ 243.42% |
$112K - $138K
|
2.19K
$236K
|
|
Feb 10, 2021
Q4 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.51K+ 6.4% |
$109K - $134K
|
25.1K
$2.7M
|
|
Feb 11, 2021
Q4 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.43K+ 2.11% |
$103K - $127K
|
69.1K
$7.44M
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.4K+ 63.63% |
$100K - $124K
|
3.59K
$386K
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 10.35% |
$98.6K - $122K
|
14.6K
$1.57M
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 1.14% |
$98.3K - $121K
|
121K
$13M
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 9.49% |
$98K - $121K
|
15.7K
$1.69M
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.33K+ 33.85% |
$95.8K - $118K
|
5.27K
$567K
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.33KNew |
$95.5K - $118K
|
1.33K
$143K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.29K+ 6.02% |
$92.7K - $114K
|
22.7K
$2.44M
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.28K+ 12.59% |
$91.9K - $113K
|
11.4K
$1.23M
|
|
Jan 20, 2021
Q4 2020
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.26K+ 5.99% |
$90.8K - $112K
|
22.3K
$2.41M
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 24.69% |
$86.5K - $107K
|
6.08K
$654K
|
|
Jul 17, 2024
Q4 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.18K+ 152.26% |
$84.7K - $105K
|
1.95K
$210K
|
|
Jan 29, 2021
Q4 2020
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.16K+ 4.83% |
$83.7K - $103K
|
25.3K
$2.72M
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$79.9K - $98.7K
|
1.11K
$120K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.09K+ 240.93% |
$78.3K - $96.7K
|
1.54K
$166K
|
|
Feb 12, 2021
Q4 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
975+ 4.55% |
$70.1K - $86.6K
|
22.4K
$2.41M
|
|
Feb 09, 2021
Q4 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
943+ 16.63% |
$67.8K - $83.7K
|
6.61K
$712K
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
890+ 9888.89% |
$64K - $79K
|
899
$96.8K
|
|
Jan 21, 2021
Q4 2020
|
Wall Capital Group, Inc.
|
BUY
|
- |
850+ 1.93% |
$61.1K - $75.5K
|
44.8K
$4.83M
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
819New |
$58.9K - $72.7K
|
819
$88.2K
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
808New |
$58.1K - $71.8K
|
808
$87K
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
786New |
$56.5K - $69.8K
|
786
$84.6K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
BUY
|
- |
774New |
$55.7K - $68.7K
|
774
$83.3K
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
691New |
$49.7K - $61.4K
|
691
$74.4K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
688+ 199.42% |
$49.5K - $61.1K
|
1.03K
$111K
|
|
Feb 16, 2021
Q4 2020
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
627+ 1.15% |
$45.1K - $55.7K
|
55K
$5.92M
|
|
Feb 02, 2021
Q4 2020
|
Successful Portfolios LLC
|
BUY
|
- |
600+ 11.11% |
$43.2K - $53.3K
|
6K
$646K
|
|
Feb 11, 2021
Q4 2020
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
580+ 0.98% |
$41.7K - $51.5K
|
59.5K
$6.41M
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
567+ 20.13% |
$40.8K - $50.4K
|
3.38K
$364K
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
545New |
$39.2K - $48.4K
|
545
$58.7K
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
543+ 4.79% |
$39.1K - $48.2K
|
11.9K
$1.28M
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
542+ 4.78% |
$39K - $48.1K
|
11.9K
$1.28M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526+ 85.11% |
$37.8K - $46.7K
|
1.14K
$123K
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$36K - $44.4K
|
500
$53.8K
|
|
Feb 09, 2021
Q4 2020
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
495+ 9.65% |
$35.6K - $44K
|
5.62K
$605K
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
494New |
$35.5K - $43.9K
|
494
$53.2K
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
475+ 9.02% |
$34.2K - $42.2K
|
5.74K
$618K
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
401+ 10.45% |
$28.8K - $35.6K
|
4.24K
$456K
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
361+ 1.99% |
$26K - $32.1K
|
18.5K
$1.99M
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
358New |
$25.8K - $31.8K
|
358
$38.5K
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
324+ 2.94% |
$23.3K - $28.8K
|
11.3K
$1.22M
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
305+ 244.0% |
$21.9K - $27.1K
|
430
$46.3K
|
|
Feb 10, 2021
Q4 2020
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300+ 4.58% |
$21.6K - $26.6K
|
6.85K
$737K
|