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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-959- 6.56% |
$101K - $109K
|
13.7K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$839K - $908K
|
8K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-7- 0.34% |
$734 - $795
|
2.07K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-62.1K- 69.46% |
$6.51M - $7.05M
|
27.3K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.16K+ 7.41% |
$436K - $473K
|
60.4K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.6K- 24.39% |
$2.38M - $2.57M
|
70.2K
$8.06M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-446Closed |
$46.8K - $50.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-129- 1.24% |
$13.5K - $14.6K
|
10.3K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.78% |
$10.5K - $11.4K
|
12.7K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.95KNew |
$204K - $221K
|
1.95K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 4.84% |
$7.45K - $8.06K
|
1.54K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-5- 0.58% |
$524 - $568
|
860
$98.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.82K+ 48.48% |
$191K - $207K
|
5.59K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.81K- 23.7% |
$295K - $319K
|
9.05K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.78K - $1.93K
|
17
$1.95K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.98K- 18.79% |
$312K - $338K
|
12.9K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-310- 0.56% |
$32.5K - $35.2K
|
55.1K
$6.34M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
130+ 98.48% |
$13.6K - $14.8K
|
262
$30.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.53% |
$210 - $227
|
372
$42.7K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-30.1K- 9.22% |
$3.16M - $3.42M
|
296K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-82- 4.0% |
$8.6K - $9.31K
|
1.97K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.56K+ 0.94% |
$164K - $178K
|
169K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.2K+ 26.46% |
$6.42M - $6.95M
|
293K
$33.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
175+ 4.73% |
$18.4K - $19.9K
|
3.87K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-383- 1.16% |
$40.2K - $43.5K
|
32.6K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-160- 0.2% |
$16.8K - $18.2K
|
79.4K
$9.12M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-7- 0.23% |
$734 - $795
|
3.08K
$354K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-319- 4.76% |
$33.5K - $36.2K
|
6.38K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
138New |
$14.5K - $15.7K
|
138
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1- 0.04% |
$105 - $114
|
2.55K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.5K+ 18.8% |
$263K - $284K
|
15.8K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5K- 4.89% |
$524K - $567K
|
97.2K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.92% |
$1.06M - $1.15M
|
268K
$30.8M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-155- 1.19% |
$16.3K - $17.6K
|
12.9K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.63K- 12.53% |
$696K - $753K
|
46.3K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-75.9K- 12.13% |
$7.96M - $8.62M
|
550K
$63.2M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-80- 3.64% |
$8.39K - $9.08K
|
2.12K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.15K- 14.37% |
$120K - $130K
|
6.84K
$785K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$105 - $114
|
1
$115
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-776- 6.35% |
$81.4K - $88.1K
|
11.4K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.27K+ 49.79% |
$238K - $258K
|
6.82K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
536+ 24.69% |
$56.2K - $60.9K
|
2.71K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.83KNew |
$401K - $434K
|
3.83K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-759- 7.69% |
$79.6K - $86.2K
|
9.11K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 0.64% |
$273K - $296K
|
411K
$47.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-143- 0.76% |
$15K - $16.2K
|
18.7K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.22K+ 2.78% |
$337K - $365K
|
119K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.7K- 43.77% |
$1.44M - $1.56M
|
17.6K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-141- 6.6% |
$14.8K - $16K
|
1.99K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
69New |
$7.24K - $7.84K
|
69
$7.93K
|