Column Capital Advisors, LLC Ishares Msci Usa Value Factor Transaction History

Column Capital Advisors, LLC

$1.92 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$86.14 - $104.49 $1,464 - $1,776	-17 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$71.94 - $88.81 $1,222 - $1,509	17 New	17 $1,000

Others Institutions Holding VLUE

# of Institutions

439

Shares Held

52.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.08 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$483 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$396 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$195 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$190 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

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