Avidian Wealth Solutions, LLC Ishares Msci Usa Value Factor Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
SELL
$88.06 - $99.54 $49,489 - $55,941
-562 Reduced 20.15%
2,227 $206,000
Q4 2022

Feb 06, 2023
SELL
$82.98 - $97.89 $29,125 - $34,359
-351 Reduced 11.18%
2,789 $254,000
Q3 2022

Nov 03, 2022
SELL
$81.86 - $99.37 $6,466 - $7,850
-79 Reduced 2.45%
3,140 $257,000
Q2 2022

Jul 29, 2022
SELL
$88.4 - $105.81 $577,163 - $690,833
-6,529 Reduced 66.98%
3,219 $291,000
Q1 2022

May 10, 2022
SELL
$100.54 - $114.92 $784,714 - $896,950
-7,805 Reduced 44.47%
9,748 $1.02 Million
Q4 2021

Feb 14, 2022
BUY
$101.38 - $109.77 $984,602 - $1.07 Million
9,712 Added 123.86%
17,553 $1.92 Million
Q3 2021

Nov 10, 2021
SELL
$100.55 - $106.33 $168,722 - $178,421
-1,678 Reduced 17.63%
7,841 $790,000
Q2 2021

Aug 09, 2021
SELL
$102.28 - $108.72 $47,560 - $50,554
-465 Reduced 4.66%
9,519 $1 Million
Q1 2021

May 05, 2021
SELL
$86.14 - $104.49 $116,289 - $141,061
-1,350 Reduced 11.91%
9,984 $1.02 Million
Q4 2020

Feb 09, 2021
BUY
$71.94 - $88.81 $23,308 - $28,774
324 Added 2.94%
11,334 $985,000
Q3 2020

Nov 06, 2020
BUY
$70.37 - $77.32 $112,803 - $123,943
1,603 Added 17.04%
11,010 $812,000
Q2 2020

Aug 10, 2020
BUY
$59.26 - $80.55 $557,458 - $757,733
9,407 New
9,407 $680,000

Others Institutions Holding VLUE

# of Institutions
439
Shares Held
52.5M
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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