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 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
270+ 4.5% |
$28.1K - $31.2K
|
6.27K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
254+ 10.29% |
$26.4K - $29.3K
|
2.72K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
250New |
$26K - $28.8K
|
250
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
216+ 1.71% |
$22.5K - $24.9K
|
12.8K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
215+ 0.87% |
$22.4K - $24.8K
|
25K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
212+ 1.19% |
$22.1K - $24.5K
|
18K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202+ 0.36% |
$21K - $23.3K
|
56.2K
$5.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 9.02% |
$21K - $23.3K
|
2.44K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
195+ 2.09% |
$20.3K - $22.5K
|
9.53K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
156+ 15600.0% |
$16.2K - $18K
|
157
$15.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
151+ 3.54% |
$15.7K - $17.4K
|
4.42K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
135+ 0.24% |
$14K - $15.6K
|
55.5K
$5.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
128New |
$13.3K - $14.8K
|
128
$12.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
125New |
$13K - $14.4K
|
125
$12.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114+ 0.37% |
$11.9K - $13.2K
|
30.7K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
104+ 2.73% |
$10.8K - $12K
|
3.91K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 17.85% |
$10.7K - $11.9K
|
680
$67.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
97+ 3.03% |
$10.1K - $11.2K
|
3.3K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
97New |
$10.1K - $11.2K
|
97
$9.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
95+ 1.72% |
$9.88K - $11K
|
5.62K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
89New |
$9.26K - $10.3K
|
89
$8.78K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
88New |
$9.15K - $10.2K
|
88
$8.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
73+ 0.7% |
$7.59K - $8.42K
|
10.4K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68+ 1.44% |
$7.07K - $7.85K
|
4.79K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65+ 4.55% |
$6.76K - $7.5K
|
1.49K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 0.28% |
$6.24K - $6.92K
|
21.2K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57+ 2.32% |
$5.93K - $6.58K
|
2.51K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
56New |
$5.82K - $6.46K
|
56
$5.52K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
56New |
$5.82K - $6.46K
|
56
$5.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
56+ 0.48% |
$5.82K - $6.46K
|
11.7K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
54New |
$5.62K - $6.23K
|
54
$5.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
53+ 1.51% |
$5.51K - $6.12K
|
3.57K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
42+ 0.11% |
$4.37K - $4.85K
|
38.6K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 0.05% |
$4.26K - $4.73K
|
79.6K
$7.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38+ 158.33% |
$3.95K - $4.38K
|
62
$6.12K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$3.64K - $4.04K
|
35
$3.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
33New |
$3.43K - $3.81K
|
33
$3.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29+ 0.66% |
$3.02K - $3.35K
|
4.42K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
29+ 0.69% |
$3.02K - $3.35K
|
4.23K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 16.17% |
$2.81K - $3.12K
|
194
$19.1K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
25New |
$2.6K - $2.88K
|
25
$2.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 72.73% |
$2.5K - $2.77K
|
57
$5.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$2.5K - $2.77K
|
24
$2.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 3.88% |
$2.18K - $2.42K
|
562
$55.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$2.08K - $2.31K
|
15.6K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 0.71% |
$1.87K - $2.08K
|
2.56K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
17+ 0.68% |
$1.77K - $1.96K
|
2.52K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 9.29% |
$1.77K - $1.96K
|
200
$19.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.69% |
$1.77K - $1.96K
|
2.49K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16New |
$1.66K - $1.85K
|
16
$1.58K
|