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 |
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
95+ 1.72% |
$9.88K - $11K
|
5.62K
$627K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.3K- 0.78% |
$1.38M - $1.53M
|
1.69M
$189M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.18K+ 153.58% |
$747K - $828K
|
11.9K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-100- 28.01% |
$10.4K - $11.5K
|
257
$28.7K
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-144K- 85.05% |
$15M - $16.6M
|
25.3K
$2.82M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.08K- 25.97% |
$112K - $125K
|
3.08K
$344K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
17+ 0.68% |
$1.77K - $1.96K
|
2.52K
$281K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
97New |
$10.1K - $11.2K
|
97
$10.8K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.73K+ 25.55% |
$180K - $199K
|
8.49K
$948K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.1K+ 47.78% |
$2.2M - $2.44M
|
65.3K
$7.29M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-296- 4.86% |
$30.8K - $34.2K
|
5.8K
$647K
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1K+ 4.46% |
$104K - $115K
|
23.4K
$2.61M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
685K+ 3.52% |
$71.2M - $79M
|
20.1M
$2.25B
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-145K- 21.45% |
$15.1M - $16.7M
|
531K
$59.3M
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.52K- 13.31% |
$158K - $175K
|
9.87K
$1.1M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.17K+ 3.19% |
$538K - $597K
|
167K
$18.7M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.36K- 8.09% |
$349K - $388K
|
38.1K
$4.26M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-137- 0.15% |
$14.2K - $15.8K
|
89.4K
$9.98M
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
504+ 0.7% |
$52.4K - $58.2K
|
72.7K
$8.11M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-162- 4.75% |
$16.8K - $18.7K
|
3.25K
$362K
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6+ 0.12% |
$624 - $692
|
5.08K
$567K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.01K- 8.2% |
$105K - $117K
|
11.3K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.18K+ 2.36% |
$642K - $713K
|
267K
$29.9M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.5K- 14.45% |
$3.28M - $3.64M
|
187K
$20.8M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
18.8KNew |
$1.96M - $2.17M
|
18.8K
$2.1M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 11.21% |
$150K - $166K
|
11.4K
$1.28M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-547- 3.14% |
$56.9K - $63.1K
|
16.9K
$1.88M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$104 - $115
|
3K
$335K
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.55KNew |
$265K - $294K
|
2.55K
$284K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13New |
$1.35K - $1.5K
|
13
$1.45K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-512- 3.53% |
$53.3K - $59.1K
|
14K
$1.56M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.26K- 33.24% |
$755K - $838K
|
14.6K
$1.63M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.34K+ 47.92% |
$556K - $617K
|
16.5K
$1.84M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-36- 20.69% |
$3.74K - $4.15K
|
138
$15.4K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
326KNew |
$34M - $37.7M
|
326K
$36.4M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.74K- 14.73% |
$285K - $316K
|
15.8K
$1.77M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-160- 4.22% |
$16.6K - $18.5K
|
3.63K
$405K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.99K- 6.36% |
$415K - $460K
|
58.7K
$6.55M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 1.37% |
$116K - $129K
|
80.4K
$8.98M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.21K- 28.05% |
$125K - $139K
|
3.09K
$345K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
20.6K+ 59.03% |
$2.14M - $2.38M
|
55.5K
$6.2M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.3K- 2.95% |
$1.9M - $2.11M
|
602K
$67.2M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.5K- 4.97% |
$156K - $173K
|
28.7K
$3.2M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-825- 1.85% |
$85.8K - $95.2K
|
43.7K
$4.88M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-151- 86.29% |
$15.7K - $17.4K
|
24
$2.68K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 0.49% |
$1.77K - $1.96K
|
3.48K
$389K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
270+ 4.5% |
$28.1K - $31.2K
|
6.27K
$700K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.04K- 14.03% |
$212K - $236K
|
12.5K
$1.4M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.15K+ 6.38% |
$536K - $595K
|
85.9K
$9.59M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.54% |
$208 - $231
|
374
$41.8K
|