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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.54% |
$208 - $231
|
374
$41.8K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
504+ 4.1% |
$52.4K - $58.2K
|
12.8K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.55KNew |
$473K - $525K
|
4.55K
$508K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-908- 11.13% |
$94.4K - $105K
|
7.25K
$810K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-293K- 28.85% |
$30.5M - $33.8M
|
723K
$80.7M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$208 - $231
|
5.47K
$611K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.3K- 14.28% |
$135K - $150K
|
7.79K
$870K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-651- 19.78% |
$67.7K - $75.1K
|
2.64K
$295K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 0.05% |
$4.26K - $4.73K
|
79.6K
$8.88M
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
23.9K+ 6.01% |
$2.49M - $2.76M
|
421K
$47M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
250New |
$26K - $28.8K
|
250
$27.9K
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.74K- 28.03% |
$285K - $316K
|
7.03K
$785K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.25K- 9.76% |
$130K - $144K
|
11.5K
$1.29M
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
78.9K+ 1.75% |
$8.21M - $9.11M
|
4.59M
$512M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.24KNew |
$129K - $143K
|
1.24K
$138K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
632+ 4.12% |
$65.7K - $72.9K
|
16K
$1.78M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1- 0.01% |
$104 - $115
|
7.61K
$849K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.22K+ 99.59% |
$126K - $140K
|
2.44K
$272K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1New |
$104 - $115
|
1
$112
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
258KNew |
$26.9M - $29.8M
|
258K
$28.8M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-532- 19.49% |
$55.3K - $61.4K
|
2.2K
$245K
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.79K+ 19.04% |
$602K - $668K
|
36.2K
$4.04M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.68K- 33.86% |
$175K - $194K
|
3.29K
$367K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.3KNew |
$1.59M - $1.77M
|
15.3K
$1.71M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 35.66% |
$171K - $189K
|
2.96K
$331K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.42KNew |
$252K - $279K
|
2.42K
$270K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.69% |
$1.77K - $1.96K
|
2.49K
$278K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-123- 16.06% |
$12.8K - $14.2K
|
643
$71.8K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
92.8KNew |
$9.66M - $10.7M
|
92.8K
$10.4M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-329- 3.39% |
$34.2K - $38K
|
9.37K
$1.05M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.51K- 69.07% |
$261K - $290K
|
1.12K
$125K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.69K- 50.31% |
$176K - $195K
|
1.67K
$187K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-256- 1.81% |
$26.6K - $29.5K
|
13.9K
$1.55M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15KNew |
$1.56M - $1.73M
|
15K
$1.68M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
998+ 212.34% |
$104K - $115K
|
1.47K
$164K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.4K+ 57.67% |
$1.08M - $1.2M
|
28.4K
$3.18M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
97+ 3.03% |
$10.1K - $11.2K
|
3.3K
$369K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
128New |
$13.3K - $14.8K
|
128
$14.3K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.75K- 4.82% |
$286K - $318K
|
54.4K
$6.07M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.87K- 5.54% |
$1.03M - $1.14M
|
168K
$18.8M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.25K+ 0.41% |
$546K - $605K
|
1.3M
$145M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.49K+ 3.11% |
$363K - $403K
|
116K
$12.9M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.47K+ 13.9% |
$152K - $169K
|
12K
$1.34M
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.79K+ 3.94% |
$186K - $207K
|
47.3K
$5.28M
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.42K+ 4.71% |
$148K - $164K
|
31.6K
$3.53M
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.15K+ 4.53% |
$743K - $825K
|
165K
$18.4M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.45KNew |
$775K - $859K
|
7.45K
$831K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.74K- 48.44% |
$285K - $316K
|
2.92K
$326K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
88New |
$9.15K - $10.2K
|
88
$9.82K
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-333- 9.24% |
$34.6K - $38.4K
|
3.27K
$365K
|