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 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
270+ 135.0% |
$19.4K - $24K
|
470
$50.6K
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
253+ 4.51% |
$18.2K - $22.5K
|
5.87K
$632K
|
|
Feb 02, 2021
Q4 2020
|
Simplex Trading, LLC
|
BUY
|
- |
253New |
$18.2K - $22.5K
|
253
$27.2K
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
253+ 0.88% |
$18.2K - $22.5K
|
28.8K
$3.1M
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
249New |
$17.9K - $22.1K
|
249
$26.8K
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
238+ 23800.0% |
$17.1K - $21.1K
|
239
$25.7K
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
232+ 3.73% |
$16.7K - $20.6K
|
6.45K
$695K
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
215+ 826.92% |
$15.5K - $19.1K
|
241
$25.9K
|
|
Sep 08, 2021
Q4 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
211New |
$15.2K - $18.7K
|
211
$22.7K
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 10.25% |
$15K - $18.6K
|
2.25K
$242K
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
189New |
$13.6K - $16.8K
|
189
$20.3K
|
|
Feb 16, 2021
Q4 2020
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
188+ 4.53% |
$13.5K - $16.7K
|
4.34K
$467K
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$13.2K - $16.3K
|
183
$19.7K
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
171+ 34.9% |
$12.3K - $15.2K
|
661
$71.2K
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
152+ 13.29% |
$10.9K - $13.5K
|
1.3K
$140K
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
145New |
$10.4K - $12.9K
|
145
$15.6K
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
126+ 2.11% |
$9.06K - $11.2K
|
6.11K
$657K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
124New |
$8.92K - $11K
|
124
$13.3K
|
|
Jan 29, 2021
Q4 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
115+ 1.02% |
$8.27K - $10.2K
|
11.4K
$1.23M
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 1000.0% |
$7.19K - $8.88K
|
110
$11.8K
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81+ 0.2% |
$5.83K - $7.19K
|
40.2K
$4.33M
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
80New |
$5.76K - $7.1K
|
80
$8.61K
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
63+ 1.09% |
$4.53K - $5.6K
|
5.84K
$629K
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
41New |
$2.95K - $3.64K
|
41
$4.41K
|
|
Feb 12, 2021
Q4 2020
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
34+ 0.05% |
$2.45K - $3.02K
|
65K
$7M
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
33New |
$2.37K - $2.93K
|
33
$3.55K
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
26+ 104.0% |
$1.87K - $2.31K
|
51
$5.49K
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
26New |
$1.87K - $2.31K
|
26
$2.8K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 13.42% |
$1.44K - $1.78K
|
169
$18.2K
|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
17New |
$1.22K - $1.51K
|
17
$1.83K
|
|
Jan 08, 2021
Q4 2020
|
Diversified Trust CO
|
BUY
|
- |
16+ 0.05% |
$1.15K - $1.42K
|
33.7K
$3.62M
|
|
Jan 29, 2021
Q4 2020
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.43% |
$863 - $1.07K
|
2.83K
$305K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.68% |
$360 - $444
|
742
$79.9K
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.71% |
$216 - $266
|
424
$45.6K
|
|
Feb 11, 2021
Q4 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3New |
$216 - $266
|
3
$323
|
|
Jan 20, 2021
Q4 2020
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1+ 0.93% |
$71.9 - $88.8
|
108
$11.6K
|
|
Feb 09, 2021
Q4 2020
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.03% |
$71.9 - $88.8
|
3.88K
$418K
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.5% |
$71.9 - $88.8
|
202
$21.7K
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Exane Derivatives
|
SELL
|
- |
-1Closed |
$71.9 - $88.8
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-13- 0.07% |
$935 - $1.15K
|
17.4K
$1.87M
|
|
Feb 03, 2021
Q4 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-14- 0.12% |
$1.01K - $1.24K
|
12.1K
$1.31M
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-31Closed |
$2.23K - $2.75K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Lincoln Capital Corp
|
SELL
|
- |
-33- 0.44% |
$2.37K - $2.93K
|
7.47K
$804K
|
|
Feb 01, 2021
Q4 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-61- 2.24% |
$4.39K - $5.42K
|
2.66K
$287K
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
SELL
|
- |
-63Closed |
$4.53K - $5.6K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-65Closed |
$4.68K - $5.77K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-65- 87.84% |
$4.68K - $5.77K
|
9
$969
|
|
Sep 21, 2023
Q4 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-69Closed |
$4.96K - $6.13K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-76- 68.47% |
$5.47K - $6.75K
|
35
$3.77K
|