Purchases and Sales Made in Q4 2021 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.29KNew |
$537K - $581K
|
5.29K
$570K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
5.14K+ 37.58% |
$521K - $564K
|
18.8K
$2.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.14K+ 1.73% |
$521K - $564K
|
302K
$32.5M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.06KNew |
$513K - $556K
|
5.06K
$545K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.85K+ 15.51% |
$491K - $532K
|
36.1K
$3.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$464K - $502K
|
4.57K
$492K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.47K+ 14.02% |
$453K - $491K
|
36.4K
$3.92M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.35K+ 2.48% |
$441K - $478K
|
180K
$19.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.32K+ 8.92% |
$437K - $474K
|
52.7K
$5.67M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
4.31K+ 59.08% |
$437K - $473K
|
11.6K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.16KNew |
$422K - $457K
|
4.16K
$448K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.05K+ 4.57% |
$411K - $445K
|
92.7K
$9.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
3.97K+ 30.95% |
$402K - $436K
|
16.8K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
3.94K+ 4.44% |
$399K - $432K
|
92.7K
$9.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.91K+ 127.71% |
$396K - $429K
|
6.97K
$750K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.88K+ 5.17% |
$393K - $426K
|
79K
$8.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.87K+ 15.43% |
$392K - $424K
|
28.9K
$3.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.86K+ 16.78% |
$391K - $424K
|
26.9K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.78K+ 61.4% |
$383K - $414K
|
9.93K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.76K+ 43.16% |
$381K - $413K
|
12.5K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.72K+ 11.8% |
$377K - $408K
|
35.2K
$3.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.54KNew |
$359K - $389K
|
3.54K
$381K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
3.39KNew |
$344K - $372K
|
3.39K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.23KNew |
$327K - $354K
|
3.23K
$347K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.21K+ 62.25% |
$325K - $352K
|
8.36K
$900K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 4.29% |
$315K - $341K
|
75.4K
$8.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.06K+ 3.46% |
$311K - $336K
|
91.6K
$9.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.87K+ 2.58% |
$291K - $315K
|
114K
$12.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.76KNew |
$279K - $302K
|
2.76K
$297K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.68KNew |
$271K - $294K
|
2.68K
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.6KNew |
$263K - $285K
|
2.6K
$280K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.6KNew |
$263K - $285K
|
2.6K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.56K+ 0.74% |
$260K - $281K
|
348K
$37.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.56KNew |
$260K - $281K
|
2.56K
$276K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.56KNew |
$259K - $281K
|
2.56K
$275K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$254K - $275K
|
2.51K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.5KNew |
$253K - $274K
|
2.5K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.5K+ 40.97% |
$253K - $274K
|
8.6K
$926K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.41K+ 25.58% |
$244K - $264K
|
11.8K
$1.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.38K+ 0.74% |
$242K - $262K
|
324K
$34.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$240K - $260K
|
2.37K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.35KNew |
$238K - $258K
|
2.35K
$253K
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
2.26KNew |
$229K - $248K
|
2.26K
$243K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.23K+ 104.46% |
$226K - $244K
|
4.36K
$469K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
2.2KNew |
$223K - $241K
|
2.2K
$236K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$218K - $236K
|
2.15K
$231K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.15K+ 8.38% |
$218K - $236K
|
27.8K
$2.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.06KNew |
$209K - $226K
|
2.06K
$222K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 1.67% |
$207K - $224K
|
125K
$13.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.03KNew |
$206K - $223K
|
2.03K
$219K
|