Halpern Financial, Inc. Ishares Msci Usa Value Factor Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Sep 21, 2023	SELL	$71.94 - $88.81 $4,963 - $6,127	-69 Closed	0 $0
Q3 2020 Sep 21, 2023	BUY	$70.37 - $77.32 $4,855 - $5,335	69 New	69 $5.09 Million

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

$2.09 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$485 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$398 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$196 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$191 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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