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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-750K- 93.61% |
$61.4M - $74.5M
|
51.2K
$5.48M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-23.6K- 6.23% |
$1.94M - $2.35M
|
356K
$38.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-26.1K- 26.96% |
$2.14M - $2.59M
|
70.7K
$7.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9.93K- 64.36% |
$813K - $986K
|
5.5K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.89KNew |
$236K - $287K
|
2.89K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-17- 15.6% |
$1.39K - $1.69K
|
92
$9.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45New |
$3.68K - $4.47K
|
45
$4.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3- 0.05% |
$246 - $298
|
5.72K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-7K- 62.13% |
$573K - $695K
|
4.27K
$456K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-570- 11.01% |
$46.7K - $56.6K
|
4.61K
$493K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18- 16.82% |
$1.47K - $1.79K
|
89
$9.52K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-37- 1.14% |
$3.03K - $3.68K
|
3.21K
$343K
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-846- 67.36% |
$69.3K - $84.1K
|
410
$43.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
342+ 3.36% |
$28K - $34K
|
10.5K
$1.13M
|
|
|
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
$1.93K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.8K- 62.59% |
$1.86M - $2.26M
|
13.6K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.1KNew |
$90.2K - $110K
|
1.1K
$118K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
66+ 0.98% |
$5.4K - $6.56K
|
6.83K
$731K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-1.67K- 34.23% |
$137K - $166K
|
3.21K
$343K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-3.22K- 68.45% |
$263K - $320K
|
1.48K
$159K
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
388+ 7.77% |
$31.8K - $38.6K
|
5.38K
$576K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.31K- 54.39% |
$434K - $527K
|
4.45K
$476K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
416+ 2.35% |
$34.1K - $41.3K
|
18.1K
$1.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
294New |
$24.1K - $29.2K
|
294
$31.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-672- 19.28% |
$55K - $66.8K
|
2.81K
$301K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.23KNew |
$591K - $718K
|
7.23K
$773K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
461New |
$37.7K - $45.8K
|
461
$49.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.71KNew |
$222K - $270K
|
2.71K
$290K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31New |
$2.54K - $3.08K
|
31
$3.32K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-43Closed |
$3.52K - $4.27K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$4.5K - $5.47K
|
55
$5.89K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 96.15% |
$4.09K - $4.97K
|
2
$214
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.91K- 28.95% |
$169K - $202K
|
4.69K
$502K
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-28.3KClosed |
$2.5M - $3M
|
0
$0
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$9.27M - $11.1M
|
105K
$11.2M
|
|
|
May 26, 2023
Q2 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
477New |
$42.2K - $50.5K
|
477
$51K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
180New |
$15.9K - $19K
|
180
$19.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.09KClosed |
$185K - $222K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-243- 13.04% |
$21.5K - $25.7K
|
1.62K
$173K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.76K- 41.23% |
$155K - $186K
|
2.5K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
38New |
$3.36K - $4.02K
|
38
$4.07K
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
58.1KNew |
$5.14M - $6.15M
|
58.1K
$6.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-482Closed |
$42.6K - $51K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-13.2KClosed |
$1.17M - $1.39M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-256- 1.99% |
$22.6K - $27.1K
|
12.6K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-10Closed |
$884 - $1.06K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.12KClosed |
$187K - $224K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.44KNew |
$216K - $258K
|
2.44K
$261K
|
|
|
Aug 11, 2022
Q2 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 0.2% |
$138K - $166K
|
765K
$81.9M
|
|