Latest Institutional Transactions on Ishares Msci Usa Value Factor (VLUE)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Value Factor (VLUE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.26K- 16.98% |
$235K - $261K
|
11.1K
$1.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$3.64K - $4.04K
|
35
$3.79K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-386- 4.49% |
$40.1K - $44.5K
|
8.2K
$888K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-351- 11.41% |
$36.5K - $40.5K
|
2.73K
$295K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-145- 11.15% |
$15.1K - $16.7K
|
1.16K
$125K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40.5K+ 207.62% |
$4.21M - $4.67M
|
60K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.02KNew |
$314K - $348K
|
3.02K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29+ 0.66% |
$3.02K - $3.35K
|
4.42K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.72K- 5.24% |
$178K - $198K
|
31K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-230- 6.47% |
$23.9K - $26.5K
|
3.33K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.6K+ 1132.38% |
$5.47M - $6.07M
|
57.2K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 8.14% |
$800K - $887K
|
102K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-107- 3.34% |
$11.1K - $12.3K
|
3.1K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-545- 20.99% |
$56.7K - $62.9K
|
2.05K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 45.83% |
$1.14K - $1.27K
|
35
$3.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-186K- 44.89% |
$19.4M - $21.5M
|
229K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-62- 9.79% |
$6.45K - $7.15K
|
571
$61.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
18.6KNew |
$1.94M - $2.15M
|
18.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.2K+ 1.27% |
$2.41M - $2.67M
|
1.84M
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.84KNew |
$191K - $212K
|
1.84K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
135+ 0.24% |
$14K - $15.6K
|
55.5K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-124K- 45.63% |
$12.9M - $14.3M
|
147K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.43K- 0.7% |
$461K - $511K
|
626K
$67.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
590+ 3.46% |
$61.4K - $68.1K
|
17.6K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-168- 27.59% |
$17.5K - $19.4K
|
441
$47.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.82K+ 33.8% |
$189K - $210K
|
7.21K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.44K+ 22.72% |
$461K - $512K
|
24K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-66- 0.82% |
$6.86K - $7.62K
|
7.98K
$864K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.53K- 11.19% |
$471K - $523K
|
36K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
33.1KNew |
$3.45M - $3.82M
|
33.1K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11K+ 3.77% |
$219K - $243K
|
58K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.97K- 3.03% |
$517K - $573K
|
159K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.23K- 43.22% |
$440K - $488K
|
5.55K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
216+ 1.71% |
$22.5K - $24.9K
|
12.8K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-115- 1.31% |
$12K - $13.3K
|
8.67K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6KNew |
$624K - $692K
|
6K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 3.01% |
$2.3M - $2.55M
|
756K
$81.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 2.69% |
$152K - $169K
|
52.9K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-513- 3.39% |
$53.4K - $59.2K
|
14.6K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 3.88% |
$2.18K - $2.42K
|
562
$60.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
212+ 1.19% |
$22.1K - $24.5K
|
18K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-262K- 14.75% |
$27.3M - $30.3M
|
1.52M
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.64KNew |
$274K - $304K
|
2.64K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.87KNew |
$714K - $792K
|
6.87K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 24.08% |
$4.78K - $5.31K
|
145
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.1K+ 921.05% |
$3.76M - $4.17M
|
40.1K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17- 0.11% |
$1.77K - $1.96K
|
14.9K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.6K- 82.39% |
$1.72M - $1.91M
|
3.54K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.33KNew |
$866K - $961K
|
8.33K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-802- 21.68% |
$83.4K - $92.5K
|
2.9K
$314K
|