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 |
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-20Closed |
$1.77K - $2.12K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-46Closed |
$4.07K - $4.87K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-98Closed |
$8.66K - $10.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-595Closed |
$52.6K - $63K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.7KNew |
$239K - $286K
|
2.7K
$300K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.14KNew |
$278K - $332K
|
3.14K
$349K
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-26.8K- 74.12% |
$2.37M - $2.84M
|
9.36K
$1.04M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-175- 7.21% |
$15.5K - $18.5K
|
2.25K
$250K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-3.6K- 8.14% |
$318K - $380K
|
40.6K
$4.51M
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-52.3KClosed |
$4.62M - $5.53M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.81K- 34.63% |
$160K - $192K
|
3.42K
$380K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.6K+ 88.09% |
$230K - $275K
|
5.55K
$617K
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-33.8KClosed |
$2.99M - $3.58M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-5.18KClosed |
$458K - $548K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.82K- 42.73% |
$161K - $193K
|
2.44K
$272K
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-19.8KClosed |
$1.75M - $2.09M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-532Closed |
$47K - $56.3K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-30Closed |
$2.65K - $3.17K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.49K- 29.34% |
$149K - $171K
|
3.58K
$398K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.87K- 46.81% |
$489K - $559K
|
5.53K
$615K
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-927Closed |
$93.2K - $107K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.41KClosed |
$242K - $276K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-80Closed |
$8.04K - $9.19K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-545Closed |
$54.8K - $62.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-134KClosed |
$13.5M - $15.4M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-20KClosed |
$2.01M - $2.3M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.27KClosed |
$228K - $260K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-191KClosed |
$19.2M - $22M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21Closed |
$2.11K - $2.41K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-45Closed |
$4.52K - $5.17K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.85KClosed |
$186K - $212K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-64.6KClosed |
$6.49M - $7.42M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-21- 30.43% |
$2.11K - $2.41K
|
48
$5.34K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.36KClosed |
$941K - $1.08M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-58Closed |
$5.83K - $6.67K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.9KNew |
$4.22M - $4.82M
|
41.9K
$4.66M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-15.5KClosed |
$1.55M - $1.78M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.19KClosed |
$220K - $251K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.9KClosed |
$1.09M - $1.25M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-59Closed |
$5.93K - $6.78K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.2KClosed |
$221K - $252K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.95KClosed |
$297K - $339K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.56KClosed |
$257K - $294K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arch Capital Group Ltd.
|
SELL
|
- |
-95.9KClosed |
$9.64M - $11M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.26KClosed |
$126K - $144K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-1.91KClosed |
$192K - $219K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.56KClosed |
$257K - $294K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.26KClosed |
$126K - $144K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.02KClosed |
$203K - $232K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
42.2K+ 141.18% |
$4.24M - $4.85M
|
72.1K
$8.02M
|