Hbw Advisory Services LLC Ishares Msci Usa Value Factor Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 15, 2021	SELL	$102.28 - $108.72 $943,226 - $1 Million	-9,222 Closed	0 $0
Q1 2021 Apr 13, 2021	BUY	$86.14 - $104.49 $794,383 - $963,606	9,222 New	9,222 $945,000

Others Institutions Holding VLUE

# of Institutions

436

Shares Held

52.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.17 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$502 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$412 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$203 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$198 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

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