Axim Planning & Wealth Ishares Msci Usa Value Factor Transaction History

Axim Planning & Wealth

$83.5 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$81.86 - $99.37 $1,391 - $1,689	-17 Reduced 15.6%	92 $8,000
Q2 2022 Oct 13, 2022	BUY	$88.4 - $105.81 $9,635 - $11,533	109 New	109 $10,000

Others Institutions Holding VLUE

# of Institutions

435

Shares Held

53.4M

Call Options Held

4K

Put Options Held

0

Northwestern Mutual Wealth Management CO

18.9M
Shares

$2.06 Billion
1.93% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.49M
Shares

$491 Million
28.76% of portfolio
Matson Money. Inc.

3.7M
Shares

$404 Million
12.73% of portfolio
Mercer Global Advisors Inc Denver, CO

2.53M
Shares

$277 Million
0.66% of portfolio
Envestnet Asset Management Inc

2.52M
Shares

$275 Million
0.09% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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