Thurston, Springer, Miller, Herd & Titak, Inc. Ishares Msci Usa Value Factor Transaction History

Thurston, Springer, Miller, Herd & Titak, Inc.

$46.2 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 07, 2025	BUY	$93.5 - $113.21 $93 - $113	1 Added 0.68%	149 $16,000
Q1 2025 Apr 10, 2025	BUY	$104.89 - $113.56 $15,523 - $16,806	148 New	148 $15,000

Others Institutions Holding VLUE

# of Institutions

483

Shares Held

50.4M

Call Options Held

100

Put Options Held

Northwestern Mutual Wealth Management CO

21.6M
Shares

$2.7 Billion
1.8% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.66M
Shares

$585 Million
28.79% of portfolio
Matson Money. Inc.

2.6M
Shares

$326 Million
10.27% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$220 Million
0.01% of portfolio
Black Rock Inc. New York, NY

1.52M
Shares

$190 Million
0.0% of portfolio

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About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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