Iag Wealth Partners, LLC Ishares Msci Usa Value Factor Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$88.4 - $105.81 $13,171 - $15,765	-149 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$101.38 - $109.77 $15,105 - $16,355	149 New	149 $16,000

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

$2.05 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$476 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$390 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$192 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$188 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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