Apex Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Apex Wealth Management, LLC holds 19,355 shares of VLUE stock, worth $2.43 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
19,355
Previous 18,723 3.38%
Holding current value
$2.43 Million
Previous $2 Billion 9.73%
% of portfolio
1.76%
Previous 1.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$93.5 - $113.21 $59,092 - $71,548
632 Added 3.38%
19,355 $2.19 Billion
Q1 2025

Apr 29, 2025
BUY
$104.89 - $113.56 $12,272 - $13,286
117 Added 0.63%
18,723 $2 Billion
Q4 2024

Feb 14, 2025
BUY
$104.01 - $115.38 $1.94 Million - $2.15 Million
18,606 New
18,606 $1.96 Billion

Others Institutions Holding VLUE

# of Institutions
480
Shares Held
50.4M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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