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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
2.03K+ 24.64% |
$206K - $223K
|
10.3K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$205K - $222K
|
2.02K
$216K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.01K+ 75.82% |
$204K - $221K
|
4.66K
$499K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2KNew |
$203K - $220K
|
2K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2K+ 97.32% |
$202K - $219K
|
4.05K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.96K+ 47.86% |
$198K - $215K
|
6.05K
$647K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.92K+ 14.14% |
$194K - $210K
|
15.5K
$1.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
1.91KNew |
$193K - $209K
|
1.91K
$204K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88K+ 1.69% |
$190K - $206K
|
113K
$12.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.87K+ 1.51% |
$190K - $205K
|
125K
$13.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.85KNew |
$188K - $203K
|
1.85K
$198K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
1.85KNew |
$187K - $203K
|
1.85K
$198K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.85KNew |
$187K - $203K
|
1.85K
$198K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.83K+ 1.44% |
$185K - $201K
|
129K
$13.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$185K - $200K
|
1.83K
$196K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.82K+ 7.23% |
$185K - $200K
|
27K
$2.89M
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.77K+ 4.05% |
$179K - $194K
|
45.5K
$4.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.58K+ 3.75% |
$161K - $174K
|
43.9K
$4.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
1.57K+ 6.15% |
$159K - $172K
|
27K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.52K+ 5.83% |
$154K - $167K
|
27.6K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.45K+ 4.68% |
$147K - $160K
|
32.5K
$3.48M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.44KNew |
$146K - $158K
|
1.44K
$155K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.44KNew |
$146K - $158K
|
1.44K
$154K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.43K+ 17.23% |
$144K - $156K
|
9.7K
$1.04M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.42K+ 5.36% |
$144K - $156K
|
27.9K
$2.99M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.38K+ 43.59% |
$140K - $152K
|
4.56K
$488K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.36K+ 31.57% |
$138K - $150K
|
5.68K
$608K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.34K+ 1.99% |
$136K - $147K
|
68.9K
$7.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.26KNew |
$127K - $138K
|
1.26K
$135K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.26KNew |
$127K - $138K
|
1.26K
$135K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.22K+ 0.49% |
$124K - $134K
|
249K
$26.7M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.16K+ 9.59% |
$118K - $127K
|
13.3K
$1.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.15KNew |
$117K - $127K
|
1.15K
$123K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.15K+ 1.42% |
$116K - $126K
|
81.8K
$8.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.14K+ 9.76% |
$116K - $125K
|
12.8K
$1.37M
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.08K+ 5.91% |
$109K - $118K
|
19.3K
$2.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.04K+ 51.34% |
$105K - $114K
|
3.05K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 1520.9% |
$103K - $112K
|
1.09K
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 1.16% |
$103K - $111K
|
88.8K
$9.51M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
929+ 2.67% |
$94.2K - $102K
|
35.8K
$3.83M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
927+ 31.34% |
$94K - $102K
|
3.89K
$416K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
927New |
$94K - $102K
|
927
$99.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
927+ 31.34% |
$94K - $102K
|
3.89K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
912+ 13.2% |
$92.5K - $100K
|
7.82K
$837K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
859+ 7.67% |
$87.1K - $94.3K
|
12.1K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
755+ 24.93% |
$76.5K - $82.9K
|
3.78K
$405K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
753+ 4.18% |
$76.3K - $82.7K
|
18.8K
$2.01M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
717+ 17.2% |
$72.7K - $78.7K
|
4.89K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
708+ 2.28% |
$71.8K - $77.7K
|
31.8K
$3.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
671+ 1.27% |
$68K - $73.7K
|
53.4K
$5.71M
|