Keeler & Nadler Financial Planning & Wealth Management Ishares Msci Usa Value Factor Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 2,242 shares of VLUE stock, worth $249,579. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,242

Previous 2,601 13.8%

Holding current value

$249,579

Previous $269 Million 9.15%

% of portfolio

0.12%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$99.14 - $109.18 $35,591 - $39,195	-359 Reduced 13.8%	2,242 $244 Million
Q2 2024 Oct 03, 2024	SELL	$100.16 - $107.88 $19,931 - $21,468	-199 Reduced 7.11%	2,601 $269 Million
Q1 2024 Oct 03, 2024	SELL	$98.17 - $108.31 $151,476 - $167,122	-1,543 Reduced 35.53%	2,800 $303 Million
Q4 2023 Oct 03, 2024	SELL	$85.95 - $101.55 $381,188 - $450,374	-4,435 Reduced 50.52%	4,343 $439 Million
Q4 2022 Oct 03, 2024	BUY	$82.98 - $97.89 $26,470 - $31,226	319 Added 3.77%	8,778 $800 Million
Q4 2021 Oct 03, 2024	BUY	$101.38 - $109.77 $857,573 - $928,544	8,459 New	8,459 $926 Million

Others Institutions Holding VLUE

# of Institutions

436

Shares Held

52.5M

Call Options Held

100

Put Options Held

View Full List

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 Keeler & Nadler Financial Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Keeler & Nadler Financial Planning & Wealth Management with notifications on news.

Account

Keeler & Nadler Financial Planning & Wealth Management Ishares Msci Usa Value Factor Transaction History