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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-13- 0.55% |
$1.35K - $1.5K
|
2.37K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66- 15.42% |
$6.86K - $7.62K
|
362
$40.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
54New |
$5.62K - $6.23K
|
54
$5.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 14.29% |
$728 - $808
|
56
$6.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
254+ 10.29% |
$26.4K - $29.3K
|
2.72K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.95KNew |
$514K - $571K
|
4.95K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-219- 0.56% |
$22.8K - $25.3K
|
38.8K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16New |
$1.66K - $1.85K
|
16
$1.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
151+ 3.54% |
$15.7K - $17.4K
|
4.42K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
89New |
$9.26K - $10.3K
|
89
$9.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-98- 1.74% |
$10.2K - $11.3K
|
5.53K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
11.6KNew |
$1.21M - $1.34M
|
11.6K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65+ 4.55% |
$6.76K - $7.5K
|
1.49K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-920- 30.4% |
$95.7K - $106K
|
2.11K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.14K - $1.27K
|
4.32K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-342- 15.09% |
$35.6K - $39.5K
|
1.92K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.76K+ 12.19% |
$495K - $549K
|
43.8K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26- 0.67% |
$2.7K - $3K
|
3.83K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-574- 64.79% |
$59.7K - $66.2K
|
312
$34.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3KNew |
$312K - $346K
|
3K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 16.67% |
$1.35M - $1.5M
|
65K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.76K- 4.8% |
$391K - $434K
|
74.7K
$8.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.56KNew |
$370K - $410K
|
3.56K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 9.02% |
$21K - $23.3K
|
2.44K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-203- 3.54% |
$21.1K - $23.4K
|
5.54K
$614K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
SELL
|
- |
-242K- 6.53% |
$25.1M - $27.9M
|
3.46M
$384M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-600- 78.43% |
$62.4K - $69.2K
|
165
$18.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 8.17% |
$57.7K - $64K
|
7.35K
$815K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.8K- 0.96% |
$187K - $208K
|
186K
$20.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-355- 2.2% |
$36.9K - $41K
|
15.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.3KNew |
$4.4M - $4.88M
|
42.3K
$4.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.65KNew |
$276K - $306K
|
2.65K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
53+ 1.51% |
$5.51K - $6.12K
|
3.57K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
521+ 18.82% |
$54.2K - $60.1K
|
3.29K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-929- 3.71% |
$96.6K - $107K
|
24.1K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.19K- 11.27% |
$435K - $483K
|
33K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-9- 0.05% |
$936 - $1.04K
|
18.1K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$312 - $346
|
715
$79.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-127- 4.67% |
$13.2K - $14.7K
|
2.59K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.3K+ 16.38% |
$136K - $150K
|
9.26K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$2.08K - $2.31K
|
15.6K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-774- 8.96% |
$80.5K - $89.3K
|
7.87K
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
675New |
$70.2K - $77.9K
|
675
$74.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
104+ 2.73% |
$10.8K - $12K
|
3.91K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-45- 0.65% |
$4.68K - $5.19K
|
6.93K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 9.29% |
$1.77K - $1.96K
|
200
$22.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.87KNew |
$299K - $331K
|
2.87K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
29+ 0.69% |
$3.02K - $3.35K
|
4.23K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.9KNew |
$1.65M - $1.83M
|
15.9K
$1.76M
|