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 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.2KNew |
$370K - $418K
|
4.2K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-10- 0.6% |
$881 - $995
|
1.67K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
35New |
$3.08K - $3.48K
|
35
$3.85K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-30.8K- 34.75% |
$2.71M - $3.07M
|
57.9K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4+ 1.1% |
$352 - $398
|
366
$40.3K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.55KNew |
$225K - $254K
|
2.55K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38New |
$3.35K - $3.78K
|
38
$4.18K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
46New |
$4.05K - $4.58K
|
46
$5.06K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
244New |
$21.5K - $24.3K
|
244
$26.8K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.95K- 32.34% |
$172K - $194K
|
4.08K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.55KNew |
$224K - $254K
|
2.55K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.04K- 28.19% |
$91.7K - $104K
|
2.65K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
458New |
$40.3K - $45.6K
|
458
$50.4K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3.67K- 15.52% |
$323K - $366K
|
20K
$2.2M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-278- 6.06% |
$24.5K - $27.7K
|
4.31K
$474K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$11.1K - $12.5K
|
126
$13.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.48KNew |
$306K - $346K
|
3.48K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.17% |
$88.1 - $99.5
|
47
$5.17K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-9- 17.31% |
$793 - $896
|
43
$4.73K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-562- 20.15% |
$49.5K - $55.9K
|
2.23K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-39- 0.36% |
$3.43K - $3.88K
|
10.7K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 3.17% |
$176 - $199
|
65
$7.15K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 1.22% |
$2.55K - $2.89K
|
2.34K
$257K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-55- 67.9% |
$4.84K - $5.47K
|
26
$2.86K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 15.87% |
$88K - $99.4K
|
5.3K
$583K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-116- 10.52% |
$10.2K - $11.5K
|
987
$109K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
26New |
$2.29K - $2.59K
|
26
$2.86K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.79K- 17.55% |
$245K - $277K
|
13.1K
$1.44M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
331+ 13.57% |
$29.1K - $32.9K
|
2.77K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 30.74% |
$89.2K - $101K
|
2.28K
$251K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
245New |
$21.6K - $24.4K
|
245
$27K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.11KNew |
$273K - $309K
|
3.11K
$342K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 8.47% |
$881 - $995
|
108
$11.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-397K- 98.92% |
$34.9M - $39.5M
|
4.33K
$476K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18- 46.15% |
$1.59K - $1.79K
|
21
$2.31K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.32KNew |
$116K - $131K
|
1.32K
$145K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-17K- 78.59% |
$1.5M - $1.7M
|
4.64K
$511K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.3K- 82.29% |
$904K - $1.02M
|
2.21K
$243K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.53KNew |
$752K - $849K
|
8.53K
$939K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
214+ 4280.0% |
$18.8K - $21.3K
|
219
$24.1K
|
|
| Q4 2022 | |||||||
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4Closed |
$332 - $392
|
0
$0
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 17.86% |
$3.32K - $3.92K
|
264
$29K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.23KClosed |
$268K - $316K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59New |
$4.9K - $5.78K
|
59
$6.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.41M- 79.13% |
$283M - $334M
|
900K
$99M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.13KNew |
$426K - $502K
|
5.13K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.47KNew |
$288K - $340K
|
3.47K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 3.36% |
$913 - $1.08K
|
338
$37.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
12.3KNew |
$1.02M - $1.2M
|
12.3K
$1.35M
|
|