Baker Tilly Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Baker Tilly Wealth Management, LLC

  • $542 Million
  • Q1 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$87.72 - $94.13 $21,930 - $23,532
-250 Reduced 5.14%
4,618 $433,000
Q1 2023

Apr 12, 2023
SELL
$88.06 - $99.54 $32,582 - $36,829
-370 Reduced 7.06%
4,868 $450,000
Q4 2022

Jan 26, 2023
BUY
$89.82 - $97.89 $6,736 - $7,341
75 Added 1.45%
5,238 $0
Q2 2022

Jul 28, 2022
SELL
$88.4 - $105.81 $321,952 - $385,360
-3,642 Reduced 41.36%
5,163 $467,000
Q1 2022

Apr 27, 2022
SELL
$100.54 - $114.92 $179,262 - $204,902
-1,783 Reduced 16.84%
8,805 $921,000
Q4 2021

Feb 08, 2022
SELL
$101.38 - $109.77 $223,137 - $241,603
-2,201 Reduced 17.21%
10,588 $1.16 Million
Q3 2021

Nov 02, 2021
BUY
$100.55 - $106.33 $199,591 - $211,065
1,985 Added 18.37%
12,789 $1.29 Million
Q2 2021

Jul 30, 2021
BUY
$102.28 - $108.72 $226,652 - $240,923
2,216 Added 25.8%
10,804 $1.14 Million
Q1 2021

Apr 28, 2021
BUY
$86.14 - $104.49 $16,625 - $20,166
193 Added 2.3%
8,588 $880,000
Q4 2020

Feb 03, 2021
BUY
$71.94 - $88.81 $603,936 - $745,559
8,395 New
8,395 $730,000

Others Institutions Holding VLUE

# of Institutions
448
Shares Held
55.6M
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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