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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-524- 17.32% |
$53.1K - $57.5K
|
2.5K
$268K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-529- 46.77% |
$53.6K - $58.1K
|
602
$64.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-530- 22.5% |
$53.7K - $58.2K
|
1.83K
$196K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-532- 1.34% |
$53.9K - $58.4K
|
39.3K
$4.2M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-537- 8.68% |
$54.4K - $58.9K
|
5.65K
$605K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-538- 19.74% |
$54.5K - $59.1K
|
2.19K
$234K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-538- 11.45% |
$54.5K - $59.1K
|
4.16K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-542- 7.28% |
$54.9K - $59.5K
|
6.91K
$740K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-566- 62.47% |
$57.4K - $62.1K
|
340
$36.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-570Closed |
$57.8K - $62.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-626- 0.1% |
$63.5K - $68.7K
|
631K
$67.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-626- 7.19% |
$63.5K - $68.7K
|
8.08K
$865K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-774- 25.47% |
$78.5K - $85K
|
2.27K
$243K
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-778- 16.77% |
$78.9K - $85.4K
|
3.86K
$414K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-778Closed |
$78.9K - $85.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-794- 26.06% |
$80.5K - $87.2K
|
2.25K
$241K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-825- 6.67% |
$83.6K - $90.6K
|
11.5K
$1.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-840- 6.8% |
$85.2K - $92.2K
|
11.5K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-847- 21.13% |
$85.9K - $93K
|
3.16K
$339K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-942Closed |
$95.5K - $103K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-956- 16.82% |
$96.9K - $105K
|
4.73K
$506K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-975- 7.84% |
$98.8K - $107K
|
11.5K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-981- 24.61% |
$99.5K - $108K
|
3.01K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 22.16% |
$106K - $115K
|
3.68K
$394K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.09K- 2.84% |
$110K - $119K
|
37.1K
$3.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.09K- 11.18% |
$110K - $119K
|
8.62K
$923K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.09K- 1.47% |
$110K - $119K
|
72.9K
$7.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 7.53% |
$112K - $121K
|
13.5K
$1.45M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.11K- 19.64% |
$112K - $121K
|
4.52K
$484K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.12K- 7.6% |
$113K - $123K
|
13.6K
$1.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.19K- 15.1% |
$121K - $131K
|
6.7K
$717K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.24K- 18.17% |
$126K - $136K
|
5.59K
$598K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.24K- 22.93% |
$126K - $137K
|
4.18K
$448K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.28K- 8.26% |
$130K - $140K
|
14.2K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.37K- 11.27% |
$139K - $150K
|
10.8K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 1.56% |
$141K - $152K
|
87.6K
$9.38M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.41K- 19.08% |
$142K - $154K
|
5.96K
$638K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.43K- 7.33% |
$145K - $157K
|
18.1K
$1.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.49K- 1.52% |
$151K - $163K
|
96.1K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.55K- 3.16% |
$157K - $170K
|
47.6K
$5.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.56K- 7.87% |
$158K - $171K
|
18.2K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.57K- 23.94% |
$160K - $173K
|
5K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 8.22% |
$167K - $181K
|
18.4K
$1.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.69K- 5.57% |
$172K - $186K
|
28.7K
$3.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.72K- 1.35% |
$175K - $189K
|
126K
$13.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.78K- 12.85% |
$180K - $195K
|
12K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.78K- 12.28% |
$181K - $196K
|
12.7K
$1.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.95K- 5.04% |
$197K - $214K
|
36.7K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.95K- 7.97% |
$197K - $214K
|
22.5K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.99K- 22.07% |
$201K - $218K
|
7.01K
$751K
|