Latest Institutional Transactions on Ishares Tr Focused Value Facto (FOVL)
This table provides information on the latest institutional transactions involving Ishares Tr Focused Value Facto (FOVL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.1K- 86.79% |
$2.16M - $2.38M
|
4.88K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6KNew |
$404K - $445K
|
6K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 1.1% |
$270 - $297
|
359
$23.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.89K+ 8.71% |
$127K - $140K
|
23.5K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.38K+ 183.88% |
$430K - $473K
|
9.84K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-267- 8.48% |
$18K - $19.8K
|
2.88K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.26K+ 111.4% |
$152K - $167K
|
4.28K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-688- 16.67% |
$46.4K - $51K
|
3.44K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
548+ 14.57% |
$36.9K - $40.6K
|
4.31K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 83.29% |
$2.32M - $2.55M
|
75.6K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16- 0.45% |
$1.08K - $1.19K
|
3.51K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.6KNew |
$513K - $564K
|
7.6K
$500K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-856- 97.83% |
$57.7K - $65.1K
|
19
$1.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.07KNew |
$476K - $537K
|
7.07K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.37K- 80.36% |
$497K - $561K
|
1.8K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
475+ 0.75% |
$32K - $36.1K
|
63.9K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.96K- 41.21% |
$402K - $453K
|
8.5K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 3.79% |
$741 - $837
|
279
$18.4K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.87KNew |
$328K - $370K
|
4.87K
$320K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-800- 30.56% |
$47.5K - $54.5K
|
1.82K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.75KClosed |
$104K - $119K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$2.97K - $3.41K
|
50
$3.29K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-9.38K- 37.0% |
$526K - $592K
|
16K
$1.05M
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-150- 64.94% |
$7.1K - $8.79K
|
81
$5.33K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
38.8KNew |
$1.93M - $2.17M
|
38.8K
$2.55M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.07KNew |
$193K - $234K
|
4.07K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28New |
$1.32K - $1.53K
|
28
$1.84K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 72.12% |
$823K - $998K
|
7.06K
$464K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1K- 16.34% |
$45.2K - $54.8K
|
5.13K
$338K
|
|
| Q2 2022 | |||||||
|
May 19, 2025
Q2 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-28Closed |
$1.35K - $1.65K
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.92KClosed |
$429K - $526K
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.77KNew |
$229K - $281K
|
4.77K
$314K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$4.81K - $5.9K
|
100
$6.58K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.53KClosed |
$170K - $208K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.34KClosed |
$305K - $374K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.79KClosed |
$182K - $224K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.21KClosed |
$347K - $426K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$96.1 - $118
|
2
$132
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.39KNew |
$244K - $271K
|
4.39K
$289K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-25.4KClosed |
$1.41M - $1.57M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.03KClosed |
$220K - $239K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5K- 2.42% |
$273K - $296K
|
202K
$13.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-31Closed |
$1.69K - $1.83K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
898+ 18.71% |
$49.1K - $53.1K
|
5.7K
$375K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20.1KClosed |
$1.04M - $1.16M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
380New |
$19.7K - $22K
|
380
$25K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-603Closed |
$31.2K - $34.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
518New |
$27.6K - $30.5K
|
518
$34.1K
|
|