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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4- 0.16% |
$416 - $462
|
2.55K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9- 0.01% |
$936 - $1.04K
|
76.4K
$8.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-9- 0.05% |
$936 - $1.04K
|
18.1K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-11- 0.09% |
$1.14K - $1.27K
|
12.1K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-13- 0.55% |
$1.35K - $1.5K
|
2.37K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 0.49% |
$1.77K - $1.96K
|
3.48K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-20- 0.78% |
$2.08K - $2.31K
|
2.56K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.19% |
$2.08K - $2.31K
|
10.4K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-23- 0.52% |
$2.39K - $2.65K
|
4.43K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26- 0.67% |
$2.7K - $3K
|
3.83K
$419K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-28- 0.16% |
$2.91K - $3.23K
|
17.4K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-45- 0.65% |
$4.68K - $5.19K
|
6.93K
$758K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-49- 0.99% |
$5.1K - $5.65K
|
4.88K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66- 15.42% |
$6.86K - $7.62K
|
362
$39.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-87- 16.89% |
$9.05K - $10K
|
428
$46.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-96- 1.29% |
$9.98K - $11.1K
|
7.36K
$805K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-98- 1.74% |
$10.2K - $11.3K
|
5.53K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-121- 2.56% |
$12.6K - $14K
|
4.6K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-123- 16.06% |
$12.8K - $14.2K
|
643
$70.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-127- 4.67% |
$13.2K - $14.7K
|
2.59K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 82.21% |
$13.9K - $15.5K
|
29
$3.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-151- 86.29% |
$15.7K - $17.4K
|
24
$2.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159- 0.06% |
$16.5K - $18.3K
|
264K
$28.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-189- 6.78% |
$19.7K - $21.8K
|
2.6K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-203- 3.54% |
$21.1K - $23.4K
|
5.54K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-219- 0.56% |
$22.8K - $25.3K
|
38.8K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-245- 5.5% |
$25.5K - $28.3K
|
4.21K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-246- 6.13% |
$25.6K - $28.4K
|
3.77K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-256- 1.81% |
$26.6K - $29.5K
|
13.9K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-270- 4.58% |
$28.1K - $31.2K
|
5.63K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-326- 72.44% |
$33.9K - $37.6K
|
124
$13.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-329- 3.39% |
$34.2K - $38K
|
9.37K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-333- 9.24% |
$34.6K - $38.4K
|
3.27K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-335- 6.14% |
$34.8K - $38.7K
|
5.12K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-342- 15.09% |
$35.6K - $39.5K
|
1.92K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-355- 2.2% |
$36.9K - $41K
|
15.8K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-532- 19.49% |
$55.3K - $61.4K
|
2.2K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-536- 16.35% |
$55.7K - $61.8K
|
2.74K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-552- 13.07% |
$57.4K - $63.7K
|
3.67K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-574- 64.79% |
$59.7K - $66.2K
|
312
$34.1K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-584- 14.99% |
$60.7K - $67.4K
|
3.31K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-600- 78.43% |
$62.4K - $69.2K
|
165
$18.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-634- 2.09% |
$65.9K - $73.2K
|
29.7K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-651- 19.78% |
$67.7K - $75.1K
|
2.64K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-697- 22.77% |
$72.5K - $80.4K
|
2.36K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-747- 24.37% |
$77.7K - $86.2K
|
2.32K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-774- 8.96% |
$80.5K - $89.3K
|
7.87K
$861K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-825- 1.85% |
$85.8K - $95.2K
|
43.7K
$4.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-920- 30.4% |
$95.7K - $106K
|
2.11K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-929- 3.71% |
$96.6K - $107K
|
24.1K
$2.64M
|