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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
767+ 8.85% |
$80.5K - $87.1K
|
9.43K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 0.4% |
$1.15K - $1.25K
|
2.73K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.6K+ 23.2% |
$168K - $182K
|
8.5K
$909K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
978+ 3.91% |
$103K - $111K
|
26K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
373+ 8.44% |
$39.1K - $42.4K
|
4.8K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-192K- 71.7% |
$20.1M - $21.8M
|
75.7K
$8.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$2.94K - $3.18K
|
28
$3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.3K+ 4.54% |
$3.5M - $3.79M
|
767K
$82.1M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
24.5K+ 5.81% |
$2.57M - $2.78M
|
446K
$47.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 2.26% |
$6.92K - $7.49K
|
2.85K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
675+ 29.12% |
$70.8K - $76.7K
|
2.99K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.95K+ 113.83% |
$624K - $676K
|
11.2K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.74K+ 24.54% |
$602K - $652K
|
29.2K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
316New |
$33.1K - $35.9K
|
316
$33.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
64New |
$6.71K - $7.27K
|
64
$6.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-210K- 12.4% |
$22M - $23.9M
|
1.48M
$159M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.32K- 16.14% |
$558K - $604K
|
27.6K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
117+ 0.63% |
$12.3K - $13.3K
|
18.7K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.03KNew |
$632K - $685K
|
6.03K
$645K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
242+ 0.63% |
$25.4K - $27.5K
|
38.4K
$4.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-471- 4.08% |
$49.4K - $53.5K
|
11.1K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.05% |
$210 - $227
|
4.12K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
154New |
$16.2K - $17.5K
|
154
$16.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.42KNew |
$464K - $502K
|
4.42K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 64.59% |
$175K - $190K
|
4.26K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-155- 25.2% |
$16.3K - $17.6K
|
460
$49.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300+ 147.78% |
$31.5K - $34.1K
|
503
$53.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
315+ 48.99% |
$33K - $35.8K
|
958
$103K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
119+ 1.25% |
$12.5K - $13.5K
|
9.65K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.62K- 98.47% |
$379K - $411K
|
56
$5.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.12KNew |
$537K - $581K
|
5.12K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32K- 17.71% |
$138K - $150K
|
6.13K
$656K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9- 0.37% |
$944 - $1.02K
|
2.4K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.14K- 10.95% |
$120K - $130K
|
9.3K
$995K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
11New |
$1.15K - $1.25K
|
11
$1.18K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$105 - $114
|
12.5K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.99K- 9.13% |
$523K - $567K
|
49.6K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$356K - $386K
|
3.4K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-8- 50.0% |
$839 - $908
|
8
$856
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-345- 3.63% |
$36.2K - $39.2K
|
9.16K
$980K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
184KNew |
$19.3M - $20.9M
|
184K
$19.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.44K+ 37.01% |
$466K - $505K
|
16.4K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 94.64% |
$115K - $124K
|
62
$6.63K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.54K- 20.4% |
$372K - $402K
|
13.8K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-718- 12.98% |
$75.3K - $81.5K
|
4.81K
$515K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.4% |
$1.05K - $1.14K
|
2.52K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
93+ 300.0% |
$9.75K - $10.6K
|
124
$13.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.07K- 49.95% |
$217K - $235K
|
2.08K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
29+ 0.61% |
$3.04K - $3.29K
|
4.82K
$515K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
151+ 1.6% |
$15.8K - $17.1K
|
9.57K
$1.02M
|