Kovitz Investment Group Partners, LLC Ishares Msci Usa Value Factor Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 60,175 shares of VLUE stock, worth $7.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
60,175
Previous 55,149 9.11%
Holding current value
$7.32 Million
Previous $5.88 Million 15.83%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$93.5 - $113.21 $469,931 - $568,993
5,026 Added 9.11%
60,175 $6.81 Million
Q1 2025

May 13, 2025
SELL
$104.89 - $113.56 $32,515 - $35,203
-310 Reduced 0.56%
55,149 $5.88 Million
Q4 2024

Aug 25, 2025
SELL
$104.01 - $115.38 $490,511 - $544,132
-4,716 Reduced 7.84%
55,459 $5.86 Million
Q4 2024

Feb 14, 2025
BUY
$104.01 - $115.38 $14,041 - $15,576
135 Added 0.24%
55,459 $5.86 Million
Q3 2024

Nov 14, 2024
BUY
$99.14 - $109.18 $5.48 Million - $6.04 Million
55,324 New
55,324 $6.03 Million

Others Institutions Holding VLUE

# of Institutions
480
Shares Held
50.4M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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