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 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
643+ 23.1% |
$67.4K - $73K
|
3.43K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.41K+ 36.28% |
$148K - $160K
|
5.29K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 23.08% |
$1.57M - $1.7M
|
50K
$5.35M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 203.45% |
$6.19K - $6.7K
|
88
$9.42K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-255- 4.61% |
$26.7K - $29K
|
5.28K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-25.3K- 45.51% |
$2.65M - $2.87M
|
30.3K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
51KNew |
$5.35M - $5.79M
|
51K
$5.46M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-201- 6.95% |
$21.1K - $22.8K
|
2.69K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-88- 1.57% |
$9.23K - $9.99K
|
5.53K
$592K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.85K- 8.96% |
$194K - $210K
|
18.8K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
757+ 5.92% |
$79.4K - $86K
|
13.5K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.32K- 3.01% |
$244K - $264K
|
74.9K
$8.01M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.9K- 36.89% |
$934K - $1.01M
|
15.2K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-863- 10.97% |
$90.5K - $98K
|
7.01K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-889- 11.69% |
$93.2K - $101K
|
6.72K
$719K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.13K+ 32.14% |
$539K - $583K
|
21.1K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-150K- 80.73% |
$15.8M - $17.1M
|
35.9K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
15.4KNew |
$1.62M - $1.75M
|
15.4K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-213- 3.04% |
$22.3K - $24.2K
|
6.8K
$728K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-142- 0.45% |
$14.9K - $16.1K
|
31.5K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-466- 3.04% |
$48.9K - $52.9K
|
14.9K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.53% |
$315 - $341
|
565
$60.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-640- 16.7% |
$67.1K - $72.7K
|
3.19K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-37- 59.68% |
$3.88K - $4.2K
|
25
$2.68K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.17K+ 5.84% |
$333K - $360K
|
57.5K
$6.16M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
29New |
$3.04K - $3.29K
|
29
$3.1K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 0.64% |
$2.83K - $3.07K
|
4.26K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
136+ 107.94% |
$14.3K - $15.4K
|
262
$28K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.2K+ 8.74% |
$230K - $249K
|
27.3K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.6K+ 25.5% |
$168K - $181K
|
7.87K
$842K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 64.7% |
$201K - $218K
|
1.05K
$112K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.07K- 10.72% |
$531K - $575K
|
42.2K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
SELL
|
- |
-772K- 22.33% |
$81M - $87.7M
|
2.69M
$287M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-175- 85.78% |
$18.4K - $19.9K
|
29
$3.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
53New |
$5.56K - $6.02K
|
53
$5.67K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
19+ 0.44% |
$1.99K - $2.16K
|
4.34K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-302- 3.75% |
$31.7K - $34.3K
|
7.76K
$830K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-53- 26.5% |
$5.56K - $6.02K
|
147
$15.7K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.78K+ 0.61% |
$291K - $315K
|
458K
$49M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
35+ 2.34% |
$3.67K - $3.97K
|
1.53K
$164K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
27.6KNew |
$2.89M - $3.13M
|
27.6K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-14.7K- 33.63% |
$1.54M - $1.67M
|
29.1K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
27.6K+ 0.6% |
$2.89M - $3.13M
|
4.62M
$494M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 15.26% |
$2.69M - $2.92M
|
194K
$20.8M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.03K+ 12.85% |
$213K - $230K
|
17.8K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.43% |
$105 - $114
|
231
$24.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 2.32% |
$196K - $212K
|
82.3K
$8.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-494- 14.63% |
$51.8K - $56.1K
|
2.88K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-167K- 23.1% |
$17.5M - $19M
|
556K
$59.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-280- 11.47% |
$29.4K - $31.8K
|
2.16K
$231K
|