Savvy Advisors, Inc. Ishares Msci Usa Value Factor Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,826 shares of VLUE stock, worth $409,382. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,826

Holding current value

$409,382

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$104.89 - $113.56 $401,309 - $434,480	3,826 New	3,826 $408,000

Others Institutions Holding VLUE

# of Institutions

470

Shares Held

58.9M

Call Options Held

100

Put Options Held

Northwestern Mutual Wealth Management CO

20.7M
Shares

$2.21 Billion
1.82% of portfolio
Mullooly Asset Management, Inc. Wall Township, NJ

8.73M
Shares

$934 Million
9.71% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.62M
Shares

$494 Million
29.71% of portfolio
Matson Money. Inc.

2.69M
Shares

$287 Million
10.43% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$196 Million
0.02% of portfolio

View Full List

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
Sector ETFs
Industry ETFs

More about VLUE

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Savvy Advisors, Inc. Ishares Msci Usa Value Factor Transaction History