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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 30.74% |
$89.2K - $101K
|
2.28K
$244K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
245New |
$21.6K - $24.4K
|
245
$26.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.11KNew |
$273K - $309K
|
3.11K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 8.47% |
$881 - $995
|
108
$11.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-397K- 98.92% |
$34.9M - $39.5M
|
4.33K
$462K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18- 46.15% |
$1.59K - $1.79K
|
21
$2.24K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.32KNew |
$116K - $131K
|
1.32K
$140K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-17K- 78.59% |
$1.5M - $1.7M
|
4.64K
$495K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.3K- 82.29% |
$904K - $1.02M
|
2.21K
$236K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.53KNew |
$752K - $849K
|
8.53K
$911K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
214+ 4280.0% |
$18.8K - $21.3K
|
219
$23.4K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3.01KClosed |
$250K - $295K
|
0
$0
|
|
|
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
$28.2K
|
|
|
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
$6.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.41M- 79.13% |
$283M - $334M
|
900K
$96M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.13KNew |
$426K - $502K
|
5.13K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.47KNew |
$288K - $340K
|
3.47K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 3.36% |
$913 - $1.08K
|
338
$36.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
12.3KNew |
$1.02M - $1.2M
|
12.3K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.26KNew |
$187K - $221K
|
2.26K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-400- 7.27% |
$33.2K - $39.2K
|
5.1K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.73KNew |
$310K - $366K
|
3.73K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 0.64% |
$3.73K - $4.41K
|
6.94K
$740K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-788- 4.33% |
$65.4K - $77.1K
|
17.4K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$3.9K - $4.6K
|
47
$5.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
658New |
$54.6K - $64.4K
|
658
$70.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 4.76% |
$83 - $97.9
|
22
$2.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 2.67% |
$98.7K - $116K
|
45.7K
$4.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$26.1K - $30.7K
|
314
$33.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.1KNew |
$506K - $597K
|
6.1K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.7K+ 91.83% |
$224K - $264K
|
5.63K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.34KNew |
$194K - $229K
|
2.34K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-179- 87.75% |
$14.9K - $17.5K
|
25
$2.67K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.49KNew |
$207K - $244K
|
2.49K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.61KNew |
$217K - $256K
|
2.61K
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
48New |
$3.98K - $4.7K
|
48
$5.12K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
22.4KNew |
$1.85M - $2.19M
|
22.4K
$2.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-910- 4.52% |
$75.5K - $89.1K
|
19.2K
$2.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.04K- 57.23% |
$584K - $689K
|
5.26K
$561K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.29KNew |
$190K - $224K
|
2.29K
$244K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
28.5KNew |
$2.37M - $2.79M
|
28.5K
$3.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
166K+ 27.88% |
$13.7M - $16.2M
|
760K
$81.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.59K- 33.51% |
$132K - $155K
|
3.15K
$336K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.74KNew |
$227K - $268K
|
2.74K
$292K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.24K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.24K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-800- 34.17% |
$66.4K - $78.3K
|
1.54K
$165K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.43K- 78.99% |
$118K - $139K
|
379
$40.5K
|
|