Able Wealth Management LLC Ishares Msci Usa Value Factor Transaction History

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025

A detailed history of Able Wealth Management LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Able Wealth Management LLC holds 6,129 shares of VLUE stock, worth $628,590. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,129
Previous 7,448 17.71%
Holding current value
$628,590
Previous $787 Million 16.9%
% of portfolio
0.39%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$104.89 - $113.56 $138,349 - $149,785
-1,319 Reduced 17.71%
6,129 $654 Million
Q4 2024

Feb 03, 2025
BUY
$104.01 - $115.38 $774,666 - $859,350
7,448 New
7,448 $787 Million
Q2 2024

Nov 01, 2024
SELL
$100.16 - $107.88 $202,423 - $218,025
-2,021 Closed
0 $0
Q1 2024

Nov 01, 2024
SELL
$98.17 - $108.31 $116,233 - $128,239
-1,184 Reduced 36.94%
2,021 $219 Million
Q4 2023

Feb 20, 2024
BUY
$85.95 - $101.55 $275,469 - $325,467
3,205 New
3,205 $324 Million

Others Institutions Holding VLUE

# of Institutions
471
Shares Held
49.7M
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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