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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.64K- 99.86% |
$322K - $385K
|
5
$535
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-513- 90.96% |
$45.3K - $54.3K
|
51
$5.46K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-2.99KClosed |
$264K - $316K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.29KClosed |
$203K - $242K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.58KClosed |
$228K - $273K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.5KClosed |
$221K - $265K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.89KClosed |
$167K - $200K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-31.6KClosed |
$2.79M - $3.34M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-27.6KClosed |
$2.44M - $2.92M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-14.3KClosed |
$1.26M - $1.51M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.09KClosed |
$273K - $327K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.04K- 31.18% |
$92.2K - $110K
|
2.3K
$246K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 2.27% |
$88.4 - $106
|
45
$4.82K
|
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-3.24KClosed |
$286K - $342K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-3.11KClosed |
$275K - $329K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.72KClosed |
$329K - $394K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.02KClosed |
$178K - $214K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-5.7KClosed |
$504K - $603K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-162Closed |
$14.3K - $17.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-25.2KClosed |
$2.23M - $2.67M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4.12K- 52.76% |
$364K - $436K
|
3.69K
$394K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.06KClosed |
$182K - $218K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
5New |
$442 - $529
|
5
$535
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-110- 3.7% |
$9.72K - $11.6K
|
2.86K
$306K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
71New |
$6.28K - $7.51K
|
71
$7.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
217+ 7.21% |
$19.2K - $23K
|
3.23K
$345K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-52.8KClosed |
$4.67M - $5.59M
|
0
$0
|
|
|
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
$289K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.14KNew |
$278K - $332K
|
3.14K
$336K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-26.8K- 74.12% |
$2.37M - $2.84M
|
9.36K
$1M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-175- 7.21% |
$15.5K - $18.5K
|
2.25K
$241K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-3.6K- 8.14% |
$318K - $380K
|
40.6K
$4.34M
|
|
|
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
$366K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.6K+ 88.09% |
$230K - $275K
|
5.55K
$593K
|
|
|
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
$261K
|
|
|
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
$383K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.87K- 46.81% |
$489K - $559K
|
5.53K
$591K
|
|
|
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
|
|