Archetype Wealth Partners Ishares Msci Usa Value Factor Transaction History

Archetype Wealth Partners

$600 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$100.55 - $106.33 $196,273 - $207,556	-1,952 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$86.14 - $104.49 $168,145 - $203,964	1,952 New	1,952 $200,000

Others Institutions Holding VLUE

# of Institutions

447

Shares Held

55.6M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

18.4M
Shares

$1.91 Billion
2.05% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.46M
Shares

$463 Million
33.37% of portfolio
Matson Money. Inc.

3.92M
Shares

$407 Million
14.07% of portfolio
Mercer Global Advisors Inc Denver, CO

2.8M
Shares

$291 Million
0.86% of portfolio
Envestnet Asset Management Inc

2.8M
Shares

$291 Million
0.12% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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