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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 483.33% |
$2.41K - $2.84K
|
35
$3.89K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-401- 13.54% |
$33.3K - $39.3K
|
2.56K
$285K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.32KNew |
$193K - $227K
|
2.32K
$258K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$1.91K - $2.25K
|
23
$2.56K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-30- 62.5% |
$2.49K - $2.94K
|
18
$2K
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
25.7KNew |
$2.13M - $2.52M
|
25.7K
$2.86M
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
367+ 1.13% |
$30.5K - $35.9K
|
32.8K
$3.64M
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-787- 23.16% |
$65.3K - $77K
|
2.61K
$290K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52New |
$4.31K - $5.09K
|
52
$5.78K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
147New |
$12.2K - $14.4K
|
147
$16.3K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.63KClosed |
$218K - $257K
|
0
$0
|
|
Q3 2022 | |||||||
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.23KClosed |
$265K - $321K
|
0
$0
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-406- 12.28% |
$33.2K - $40.3K
|
2.9K
$322K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
486New |
$39.8K - $48.3K
|
486
$54K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-35.5K- 88.79% |
$2.91M - $3.53M
|
4.49K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.31% |
$5.24K - $6.36K
|
4.96K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.6K- 39.62% |
$864K - $1.05M
|
16.1K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-25.3KClosed |
$2.07M - $2.51M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.66K- 38.04% |
$300K - $364K
|
5.97K
$663K
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15.8K- 84.51% |
$1.29M - $1.57M
|
2.89K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-750K- 93.61% |
$61.4M - $74.5M
|
51.2K
$5.69M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-23.6K- 6.23% |
$1.94M - $2.35M
|
356K
$39.6M
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-26.1K- 26.96% |
$2.14M - $2.59M
|
70.7K
$7.86M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9.93K- 64.36% |
$813K - $986K
|
5.5K
$611K
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.89KNew |
$236K - $287K
|
2.89K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-17- 15.6% |
$1.39K - $1.69K
|
92
$10.2K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45New |
$3.68K - $4.47K
|
45
$5K
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3- 0.05% |
$246 - $298
|
5.72K
$637K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-7K- 62.13% |
$573K - $695K
|
4.27K
$474K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-570- 11.01% |
$46.7K - $56.6K
|
4.61K
$512K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18- 16.82% |
$1.47K - $1.79K
|
89
$9.9K
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-37- 1.14% |
$3.03K - $3.68K
|
3.21K
$357K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-846- 67.36% |
$69.3K - $84.1K
|
410
$45.6K
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
342+ 3.36% |
$28K - $34K
|
10.5K
$1.17M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.2KClosed |
$180K - $218K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
18New |
$1.47K - $1.79K
|
18
$2K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.8K- 62.59% |
$1.86M - $2.26M
|
13.6K
$1.51M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.1KNew |
$90.2K - $110K
|
1.1K
$123K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
66+ 0.98% |
$5.4K - $6.56K
|
6.83K
$759K
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-85- 50.9% |
$6.96K - $8.45K
|
82
$9.12K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-1.67K- 34.23% |
$137K - $166K
|
3.21K
$357K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-3.22K- 68.45% |
$263K - $320K
|
1.48K
$165K
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
388+ 7.77% |
$31.8K - $38.6K
|
5.38K
$598K
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.31K- 54.39% |
$434K - $527K
|
4.45K
$495K
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
416+ 2.35% |
$34.1K - $41.3K
|
18.1K
$2.01M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
294New |
$24.1K - $29.2K
|
294
$32.7K
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-672- 19.28% |
$55K - $66.8K
|
2.81K
$313K
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.23KNew |
$591K - $718K
|
7.23K
$803K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
461New |
$37.7K - $45.8K
|
461
$51.3K
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.71KNew |
$222K - $270K
|
2.71K
$302K
|