Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 2024. 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 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.49K+ 3.11% |
$363K - $403K
|
116K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.48K+ 15.07% |
$362K - $402K
|
26.6K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 49.14% |
$340K - $378K
|
9.93K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.02KNew |
$314K - $348K
|
3.02K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3KNew |
$312K - $346K
|
3K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.87KNew |
$299K - $331K
|
2.87K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$289K - $321K
|
2.78K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$288K - $319K
|
2.77K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.65KNew |
$276K - $306K
|
2.65K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.64KNew |
$274K - $304K
|
2.64K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.55KNew |
$265K - $294K
|
2.55K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 30.12% |
$255K - $282K
|
10.6K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.42KNew |
$252K - $279K
|
2.42K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.26KNew |
$235K - $261K
|
2.26K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11K+ 3.77% |
$219K - $243K
|
58K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.08KNew |
$216K - $240K
|
2.08K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.02KNew |
$210K - $233K
|
2.02K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.84KNew |
$191K - $212K
|
1.84K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.82K+ 33.8% |
$189K - $210K
|
7.21K
$711K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.79K+ 3.94% |
$186K - $207K
|
47.3K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.73K+ 25.55% |
$180K - $199K
|
8.49K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$156K - $173K
|
1.5K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.47K+ 13.9% |
$152K - $169K
|
12K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.46K+ 7.6% |
$152K - $168K
|
20.6K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.42K+ 4.71% |
$148K - $164K
|
31.6K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.3K+ 16.38% |
$136K - $150K
|
9.26K
$914K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.24KNew |
$129K - $143K
|
1.24K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.22K+ 99.59% |
$126K - $140K
|
2.44K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.16KNew |
$121K - $134K
|
1.16K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.12K+ 42.34% |
$116K - $129K
|
3.76K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1K+ 4.46% |
$104K - $115K
|
23.4K
$2.31M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1KNew |
$104K - $115K
|
1K
$98.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
998+ 212.34% |
$104K - $115K
|
1.47K
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
870+ 25.68% |
$90.5K - $100K
|
4.26K
$420K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
857+ 1.37% |
$89.1K - $98.9K
|
63.3K
$6.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
675New |
$70.2K - $77.9K
|
675
$66.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
632+ 4.12% |
$65.7K - $72.9K
|
16K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
621+ 5.35% |
$64.6K - $71.7K
|
12.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
590+ 3.46% |
$61.4K - $68.1K
|
17.6K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 8.17% |
$57.7K - $64K
|
7.35K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
548+ 421.54% |
$57K - $63.2K
|
678
$66.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
528+ 3.48% |
$54.9K - $60.9K
|
15.7K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
521+ 18.82% |
$54.2K - $60.1K
|
3.29K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
504+ 4.1% |
$52.4K - $58.2K
|
12.8K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
504+ 0.7% |
$52.4K - $58.2K
|
72.7K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
488New |
$50.8K - $56.3K
|
488
$48.1K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
401+ 12.17% |
$41.7K - $46.3K
|
3.7K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
379+ 2.88% |
$39.4K - $43.7K
|
13.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
303+ 7.13% |
$31.5K - $35K
|
4.56K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
302New |
$31.4K - $34.8K
|
302
$29.8K
|