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 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$178K - $211K
|
2.07K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.51KNew |
$216K - $255K
|
2.51K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$1.55K - $1.83K
|
18
$2.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 3.28% |
$1.09M - $1.29M
|
400K
$45.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
152+ 5.19% |
$13.1K - $15.4K
|
3.08K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.5KNew |
$3.31M - $3.91M
|
38.5K
$4.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
134+ 12.17% |
$11.5K - $13.6K
|
1.24K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.84K+ 124.89% |
$244K - $288K
|
5.11K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-424- 5.99% |
$36.4K - $43.1K
|
6.66K
$765K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
39New |
$3.35K - $3.96K
|
39
$4.48K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.03KNew |
$174K - $206K
|
2.03K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-250- 9.09% |
$21.5K - $25.4K
|
2.5K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-91- 11.5% |
$7.82K - $9.24K
|
700
$80.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-600- 22.99% |
$51.6K - $60.9K
|
2.01K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$175K - $207K
|
2.04K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-309- 37.59% |
$26.6K - $31.4K
|
513
$58.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-154- 95.06% |
$13.2K - $15.6K
|
8
$919
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-96- 25.33% |
$8.25K - $9.75K
|
283
$32.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317New |
$27.2K - $32.2K
|
317
$36.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-214- 13.27% |
$18.4K - $21.7K
|
1.4K
$161K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
78+ 0.34% |
$6.7K - $7.92K
|
23.3K
$2.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.19K+ 3.69% |
$789K - $933K
|
258K
$29.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-24K- 99.16% |
$2.06M - $2.44M
|
203
$23.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-165- 37.93% |
$14.2K - $16.8K
|
270
$31K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.08KNew |
$179K - $211K
|
2.08K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
25+ 0.14% |
$2.15K - $2.54K
|
18.5K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.69K- 37.51% |
$231K - $273K
|
4.48K
$515K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14New |
$1.2K - $1.42K
|
14
$1.61K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.59KNew |
$739K - $873K
|
8.59K
$987K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
58New |
$4.99K - $5.89K
|
58
$6.66K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
136New |
$11.7K - $13.8K
|
136
$15.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.96K- 13.22% |
$340K - $402K
|
26K
$2.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.12KNew |
$183K - $216K
|
2.12K
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$240K - $283K
|
2.79K
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84+ 1680.0% |
$7.22K - $8.53K
|
89
$10.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.7% |
$86 - $102
|
38
$4.37K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.58KNew |
$135K - $160K
|
1.58K
$181K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.98K - $2.14K
|
22
$2.53K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-687- 58.02% |
$61.8K - $66.8K
|
497
$57.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8- 61.54% |
$720 - $778
|
5
$574
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-17- 1.18% |
$1.53K - $1.65K
|
1.43K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-107- 3.67% |
$9.63K - $10.4K
|
2.81K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-91.7K- 95.88% |
$8.25M - $8.92M
|
3.94K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.7KNew |
$243K - $263K
|
2.7K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-625- 23.19% |
$56.3K - $60.8K
|
2.07K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
124K+ 11905.77% |
$11.1M - $12M
|
125K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-833- 14.44% |
$75K - $81K
|
4.93K
$567K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-28.6K- 83.81% |
$2.57M - $2.78M
|
5.52K
$634K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-347- 13.01% |
$31.2K - $33.8K
|
2.32K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
31+ 0.05% |
$2.79K - $3.02K
|
66.1K
$7.59M
|
|