Keeler & Nadler Financial Planning & Wealth Management Ishares Msci Usa Value Factor Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 2,601 shares of VLUE stock, worth $281,402. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,601

Previous 2,800 7.11%

Holding current value

$281,402

Previous $303 Million 11.26%

% of portfolio

0.15%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Oct 03, 2024	SELL	$100.16 - $107.88 $19,931 - $21,468	-199 Reduced 7.11%	2,601 $269 Million
Q1 2024 Oct 03, 2024	SELL	$98.17 - $108.31 $151,476 - $167,122	-1,543 Reduced 35.53%	2,800 $303 Million
Q4 2023 Oct 03, 2024	SELL	$85.95 - $101.55 $381,188 - $450,374	-4,435 Reduced 50.52%	4,343 $439 Million
Q4 2022 Oct 03, 2024	BUY	$82.98 - $97.89 $26,470 - $31,226	319 Added 3.77%	8,778 $800 Million
Q4 2021 Oct 03, 2024	BUY	$101.38 - $109.77 $857,573 - $928,544	8,459 New	8,459 $926 Million

Others Institutions Holding VLUE

# of Institutions

440

Shares Held

53.8M

Call Options Held

Put Options Held

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About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
Sector ETFs
Industry ETFs

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Keeler & Nadler Financial Planning & Wealth Management Ishares Msci Usa Value Factor Transaction History