Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 2022. 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 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.28KNew |
$189K - $223K
|
2.28K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.26KNew |
$187K - $221K
|
2.26K
$243K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.23KNew |
$185K - $219K
|
2.23K
$240K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.18K+ 4.36% |
$181K - $214K
|
52.2K
$5.62M
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
2.14K+ 3.21% |
$178K - $209K
|
68.9K
$7.41M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.02K+ 202000.0% |
$168K - $198K
|
2.02K
$218K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.01K+ 1.45% |
$167K - $197K
|
140K
$15.1M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.01K+ 12.26% |
$167K - $197K
|
18.4K
$1.98M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2K+ 20.45% |
$166K - $196K
|
11.8K
$1.27M
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.76K+ 4.68% |
$146K - $172K
|
39.3K
$4.23M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.72K+ 2.85% |
$143K - $169K
|
62.1K
$6.69M
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.67K+ 88.29% |
$139K - $164K
|
3.57K
$384K
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.54K+ 4.71% |
$127K - $150K
|
34.1K
$3.67M
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.51K+ 1.18% |
$125K - $147K
|
129K
$13.9M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.47K+ 27.98% |
$122K - $144K
|
6.73K
$725K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.32K+ 6.71% |
$109K - $129K
|
20.9K
$2.25M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.26K+ 3.39% |
$105K - $124K
|
38.5K
$4.15M
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.21K+ 24.92% |
$100K - $118K
|
6.06K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 2.67% |
$98.7K - $116K
|
45.7K
$4.92M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.17K+ 0.17% |
$97.4K - $115K
|
680K
$73.2M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
999+ 0.15% |
$82.9K - $97.8K
|
681K
$73.3M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
990+ 33.23% |
$82.2K - $96.9K
|
3.97K
$427K
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
980+ 2.19% |
$81.3K - $95.9K
|
45.8K
$4.93M
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
976+ 7.28% |
$81K - $95.5K
|
14.4K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
964+ 11.7% |
$80K - $94.4K
|
9.21K
$991K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
915+ 18.75% |
$75.9K - $89.6K
|
5.79K
$624K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
911New |
$75.6K - $89.2K
|
911
$98.1K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
900New |
$74.7K - $88.1K
|
900
$96.9K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
873New |
$72.4K - $85.5K
|
873
$94K
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
844+ 19.03% |
$70K - $82.6K
|
5.28K
$568K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
828+ 20.76% |
$68.7K - $81.1K
|
4.82K
$519K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
822New |
$68.2K - $80.5K
|
822
$88.5K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
773+ 3.85% |
$64.1K - $75.7K
|
20.8K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
658New |
$54.6K - $64.4K
|
658
$70.8K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
630+ 3.21% |
$52.3K - $61.7K
|
20.2K
$2.18M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
622+ 16.92% |
$51.6K - $60.9K
|
4.3K
$463K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
618New |
$51.3K - $60.5K
|
618
$66.5K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
606+ 3.1% |
$50.3K - $59.3K
|
20.1K
$2.17M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$49.8K - $58.7K
|
600
$64.6K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
585+ 6.92% |
$48.5K - $57.3K
|
9.04K
$973K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
578+ 207.91% |
$48K - $56.6K
|
856
$92.1K
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
544+ 0.27% |
$45.1K - $53.3K
|
204K
$21.9M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
519+ 21.06% |
$43.1K - $50.8K
|
2.98K
$321K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
512New |
$42.5K - $50.1K
|
512
$55.1K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
505+ 31.96% |
$41.9K - $49.4K
|
2.09K
$224K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
500+ 1.51% |
$41.5K - $48.9K
|
33.7K
$3.63M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
471+ 7.6% |
$39.1K - $46.1K
|
6.67K
$718K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
451+ 27.81% |
$37.4K - $44.1K
|
2.07K
$223K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
427+ 2.98% |
$35.4K - $41.8K
|
14.7K
$1.59M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
368+ 3.96% |
$30.5K - $36K
|
9.66K
$1.04M
|