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

448

Shares Held

55.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

18.4M
Shares

$1.9 Billion
2.05% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.46M
Shares

$460 Million
33.37% of portfolio
Matson Money. Inc.

3.92M
Shares

$405 Million
14.07% of portfolio
Mercer Global Advisors Inc Denver, CO

2.8M
Shares

$289 Million
0.86% of portfolio
Envestnet Asset Management Inc

2.8M
Shares

$289 Million
0.12% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
Sector ETFs
Industry ETFs

More about VLUE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Column Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Column Capital Advisors, LLC with notifications on news.