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, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
12.3KNew |
$1.02M - $1.2M
|
12.3K
$1.32M
|
|
|
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
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.73KNew |
$310K - $366K
|
3.73K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 0.64% |
$3.73K - $4.41K
|
6.94K
$742K
|
|
|
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
$5.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
658New |
$54.6K - $64.4K
|
658
$70.4K
|
|
|
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
$4.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$26.1K - $30.7K
|
314
$33.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.1KNew |
$506K - $597K
|
6.1K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.7K+ 91.83% |
$224K - $264K
|
5.63K
$603K
|
|
|
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
$2.68K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.49KNew |
$207K - $244K
|
2.49K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.61KNew |
$217K - $256K
|
2.61K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
48New |
$3.98K - $4.7K
|
48
$5.14K
|
|
|
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
$2.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.04K- 57.23% |
$584K - $689K
|
5.26K
$563K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.29KNew |
$190K - $224K
|
2.29K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
28.5KNew |
$2.37M - $2.79M
|
28.5K
$3.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
166K+ 27.88% |
$13.7M - $16.2M
|
760K
$81.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.59K- 33.51% |
$132K - $155K
|
3.15K
$337K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.74KNew |
$227K - $268K
|
2.74K
$293K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.25K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.25K
|
|
|
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
$40.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 483.33% |
$2.41K - $2.84K
|
35
$3.75K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-401- 13.54% |
$33.3K - $39.3K
|
2.56K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.32KNew |
$193K - $227K
|
2.32K
$249K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$1.91K - $2.25K
|
23
$2.46K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-30- 62.5% |
$2.49K - $2.94K
|
18
$1.93K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
25.7KNew |
$2.13M - $2.52M
|
25.7K
$2.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
367+ 1.13% |
$30.5K - $35.9K
|
32.8K
$3.5M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-787- 23.16% |
$65.3K - $77K
|
2.61K
$279K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52New |
$4.31K - $5.09K
|
52
$5.56K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
147New |
$12.2K - $14.4K
|
147
$15.7K
|
|
|
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
$310K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
486New |
$39.8K - $48.3K
|
486
$52K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-35.5K- 88.79% |
$2.91M - $3.53M
|
4.49K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.31% |
$5.24K - $6.36K
|
4.96K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.6K- 39.62% |
$864K - $1.05M
|
16.1K
$1.72M
|
|
|
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
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15.8K- 84.51% |
$1.29M - $1.57M
|
2.89K
$309K
|
|