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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3+ 1.17% |
$315 - $341
|
260
$29.9K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-831- 10.66% |
$87.2K - $94.4K
|
6.96K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
168+ 4.72% |
$17.6K - $19.1K
|
3.73K
$428K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 2.8% |
$253K - $274K
|
88.3K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6+ 0.12% |
$629 - $681
|
5.09K
$584K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.8K- 3.12% |
$1.97M - $2.13M
|
583K
$67M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.99K- 1.07% |
$209K - $226K
|
185K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.11K- 5.23% |
$116K - $126K
|
20.1K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
435New |
$45.6K - $49.4K
|
435
$50K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 1.13% |
$524 - $568
|
436
$50.1K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
484New |
$50.8K - $55K
|
484
$55.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-855- 8.09% |
$89.7K - $97.1K
|
9.72K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
440+ 0.18% |
$46.2K - $50K
|
250K
$28.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-38- 0.63% |
$3.99K - $4.32K
|
5.96K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 18.41% |
$1.26M - $1.37M
|
53.3K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7- 19.44% |
$734 - $795
|
29
$3.33K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.25K+ 0.48% |
$655K - $709K
|
1.3M
$150M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-182- 7.14% |
$19.1K - $20.7K
|
2.37K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
738+ 10.66% |
$77.4K - $83.8K
|
7.66K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
458New |
$48K - $52K
|
458
$52.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 32.95% |
$177K - $192K
|
6.81K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-631- 7.69% |
$66.2K - $71.7K
|
7.57K
$870K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-43K- 57.59% |
$4.51M - $4.89M
|
31.7K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
109+ 119.78% |
$11.4K - $12.4K
|
200
$23K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20+ 0.61% |
$2.1K - $2.27K
|
3.32K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 60.63% |
$719K - $778K
|
18.2K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-569- 1.57% |
$59.7K - $64.6K
|
35.6K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.98K- 14.14% |
$208K - $225K
|
12K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
71.9KNew |
$7.55M - $8.17M
|
71.9K
$8.26M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
118+ 3.04% |
$12.4K - $13.4K
|
4K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-288- 2.07% |
$30.2K - $32.7K
|
13.6K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-12.4K- 17.04% |
$1.3M - $1.41M
|
60.3K
$6.93M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-279- 2.41% |
$29.3K - $31.7K
|
11.3K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-429- 1.85% |
$45K - $48.7K
|
22.7K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.58K+ 29.19% |
$481K - $520K
|
20.3K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 5.34% |
$2.97M - $3.22M
|
502K
$57.7M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.02K- 14.46% |
$107K - $115K
|
6.02K
$691K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
643+ 23.1% |
$67.4K - $73K
|
3.43K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.41K+ 36.28% |
$148K - $160K
|
5.29K
$607K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 23.08% |
$1.57M - $1.7M
|
50K
$5.74M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 203.45% |
$6.19K - $6.7K
|
88
$10.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-255- 4.61% |
$26.7K - $29K
|
5.28K
$607K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-25.3K- 45.51% |
$2.65M - $2.87M
|
30.3K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
51KNew |
$5.35M - $5.79M
|
51K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-201- 6.95% |
$21.1K - $22.8K
|
2.69K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-88- 1.57% |
$9.23K - $9.99K
|
5.53K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.85K- 8.96% |
$194K - $210K
|
18.8K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
757+ 5.92% |
$79.4K - $86K
|
13.5K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.32K- 3.01% |
$244K - $264K
|
74.9K
$8.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.9K- 36.89% |
$934K - $1.01M
|
15.2K
$1.75M
|