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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
528+ 3.48% |
$54.9K - $60.9K
|
15.7K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
56+ 0.48% |
$5.82K - $6.46K
|
11.7K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4- 0.16% |
$416 - $462
|
2.55K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 23.6% |
$157K - $174K
|
4.88K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
73+ 0.7% |
$7.59K - $8.42K
|
10.4K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-23- 0.52% |
$2.39K - $2.65K
|
4.43K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
11.3K+ 9.32% |
$1.17M - $1.3M
|
132K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-20- 0.78% |
$2.08K - $2.31K
|
2.56K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 17.85% |
$10.7K - $11.9K
|
680
$75.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-697- 22.77% |
$72.5K - $80.4K
|
2.36K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
25New |
$2.6K - $2.88K
|
25
$2.77K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 82.21% |
$13.9K - $15.5K
|
29
$3.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
379+ 2.88% |
$39.4K - $43.7K
|
13.6K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
488New |
$50.8K - $56.3K
|
488
$54.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-634- 2.09% |
$65.9K - $73.2K
|
29.7K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.17K- 45.74% |
$538K - $596K
|
6.13K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.05% |
$208 - $231
|
4.12K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.99K- 21.39% |
$519K - $576K
|
18.4K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.23% |
$520 - $577
|
2.17K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159- 0.06% |
$16.5K - $18.3K
|
264K
$29.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.19% |
$2.08K - $2.31K
|
10.4K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9- 0.01% |
$936 - $1.04K
|
76.4K
$8.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$1.56K - $1.73K
|
23.1K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-536- 16.35% |
$55.7K - $61.8K
|
2.74K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-121- 2.56% |
$12.6K - $14K
|
4.6K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.19K- 22.62% |
$332K - $368K
|
10.9K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-189- 6.78% |
$19.7K - $21.8K
|
2.6K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-11- 0.09% |
$1.14K - $1.27K
|
12.1K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 49.14% |
$340K - $378K
|
9.93K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$104 - $115
|
1
$111
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-335- 6.14% |
$34.8K - $38.7K
|
5.12K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-270- 4.58% |
$28.1K - $31.2K
|
5.63K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
10New |
$1.04K - $1.15K
|
10
$1.11K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.46K+ 7.6% |
$152K - $168K
|
20.6K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 0.71% |
$1.87K - $2.08K
|
2.56K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3.13% |
$1.44M - $1.59M
|
455K
$50.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-245- 5.5% |
$25.5K - $28.3K
|
4.21K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$2.5K - $2.77K
|
24
$2.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$288K - $319K
|
2.77K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-96- 1.29% |
$9.98K - $11.1K
|
7.36K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-747- 24.37% |
$77.7K - $86.2K
|
2.32K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
302New |
$31.4K - $34.8K
|
302
$33.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 16.17% |
$2.81K - $3.12K
|
194
$21.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
215+ 0.87% |
$22.4K - $24.8K
|
25K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-326- 72.44% |
$33.9K - $37.6K
|
124
$13.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-246- 6.13% |
$25.6K - $28.4K
|
3.77K
$418K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114+ 0.37% |
$11.9K - $13.2K
|
30.7K
$3.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
56New |
$5.82K - $6.46K
|
56
$6.21K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-28- 0.16% |
$2.91K - $3.23K
|
17.4K
$1.93M
|