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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-21.8K- 86.16% |
$2.28M - $2.47M
|
3.5K
$375K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-373- 2.06% |
$39.1K - $42.4K
|
17.7K
$1.89M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-130- 1.19% |
$13.6K - $14.8K
|
10.8K
$1.15M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-207- 1.54% |
$21.7K - $23.5K
|
13.3K
$1.42M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 717.81% |
$21.4M - $23.2M
|
233K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43+ 0.97% |
$4.51K - $4.88K
|
4.47K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-868- 28.05% |
$91K - $98.6K
|
2.23K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$162K - $175K
|
1.54K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.07K+ 9.08% |
$217K - $235K
|
24.9K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.21% |
$734 - $795
|
3.32K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.0% |
$105 - $114
|
38.6K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1- 0.03% |
$105 - $114
|
2.9K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-985- 6.15% |
$103K - $112K
|
15K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.5K- 11.01% |
$262K - $283K
|
20.2K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.7K- 21.54% |
$3.33M - $3.6M
|
116K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-535- 4.98% |
$56.1K - $60.8K
|
10.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
85+ 2.84% |
$8.92K - $9.65K
|
3.08K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-8.5M- 97.3% |
$891M - $965M
|
236K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11K- 0.6% |
$1.15M - $1.25M
|
1.83M
$196M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.52K- 1.13% |
$893K - $967K
|
748K
$80M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-140- 7.61% |
$14.7K - $15.9K
|
1.7K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 3.4% |
$62.9K - $68.1K
|
17K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-647- 3.84% |
$67.9K - $73.5K
|
16.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$1.09M - $1.18M
|
10.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-333- 10.81% |
$34.9K - $37.8K
|
2.75K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.25K- 22.95% |
$866K - $937K
|
27.7K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182K+ 313.27% |
$19M - $20.6M
|
240K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14New |
$1.47K - $1.59K
|
14
$1.5K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 4.65% |
$232K - $252K
|
45.4K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-42.9K- 71.52% |
$4.5M - $4.87M
|
17.1K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.84K+ 33.44% |
$298K - $323K
|
11.3K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-132- 1.79% |
$13.8K - $15K
|
7.26K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.46K- 15.55% |
$153K - $165K
|
7.91K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-438- 1.69% |
$45.9K - $49.7K
|
25.5K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-51- 0.71% |
$5.35K - $5.79K
|
7.16K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60.8K- 4.01% |
$6.38M - $6.91M
|
1.46M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-537- 2.02% |
$56.3K - $61K
|
26.1K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.12M - $1.21M
|
10.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-817- 2.47% |
$85.7K - $92.8K
|
32.3K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.46K- 65.03% |
$468K - $507K
|
2.4K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.16K- 17.87% |
$751K - $813K
|
32.9K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-427- 3.33% |
$44.8K - $48.5K
|
12.4K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
171New |
$17.9K - $19.4K
|
171
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$420 - $454
|
5.8K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
195+ 7.15% |
$20.5K - $22.1K
|
2.92K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
139+ 3.99% |
$14.6K - $15.8K
|
3.62K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 2.35% |
$10.5K - $11.4K
|
4.36K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
874+ 153.06% |
$91.7K - $99.3K
|
1.45K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.12% |
$1.99K - $2.16K
|
15.3K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.5K- 10.29% |
$2.47M - $2.67M
|
205K
$21.9M
|