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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-333- 9.24% |
$34.6K - $38.4K
|
3.27K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.16KNew |
$121K - $134K
|
1.16K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.02KNew |
$210K - $233K
|
2.02K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-552- 13.07% |
$57.4K - $63.7K
|
3.67K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16+ 0.48% |
$1.66K - $1.85K
|
3.38K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.67K- 34.55% |
$589K - $654K
|
10.7K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-990- 15.92% |
$103K - $114K
|
5.23K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 30.12% |
$255K - $282K
|
10.6K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 72.73% |
$2.5K - $2.77K
|
57
$5.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.44% |
$104 - $115
|
230
$24.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$289K - $321K
|
2.78K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68+ 1.44% |
$7.07K - $7.85K
|
4.79K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-49- 0.99% |
$5.1K - $5.65K
|
4.88K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.66K- 14.8% |
$277K - $307K
|
15.3K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.44K- 16.95% |
$149K - $166K
|
7.04K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.8K+ 88.33% |
$1.23M - $1.36M
|
25.1K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-13- 0.55% |
$1.35K - $1.5K
|
2.37K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66- 15.42% |
$6.86K - $7.62K
|
362
$38K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
54New |
$5.62K - $6.23K
|
54
$5.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 14.29% |
$728 - $808
|
56
$5.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
254+ 10.29% |
$26.4K - $29.3K
|
2.72K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.2K- 73.91% |
$853K - $946K
|
2.9K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.95KNew |
$514K - $571K
|
4.95K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-219- 0.56% |
$22.8K - $25.3K
|
38.8K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16New |
$1.66K - $1.85K
|
16
$1.68K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
151+ 3.54% |
$15.7K - $17.4K
|
4.42K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
89New |
$9.26K - $10.3K
|
89
$9.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-98- 1.74% |
$10.2K - $11.3K
|
5.53K
$581K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
11.6KNew |
$1.21M - $1.34M
|
11.6K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65+ 4.55% |
$6.76K - $7.5K
|
1.49K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-920- 30.4% |
$95.7K - $106K
|
2.11K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.14K - $1.27K
|
4.32K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-342- 15.09% |
$35.6K - $39.5K
|
1.92K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.76K+ 12.19% |
$495K - $549K
|
43.8K
$4.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26- 0.67% |
$2.7K - $3K
|
3.83K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-574- 64.79% |
$59.7K - $66.2K
|
312
$32.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3KNew |
$312K - $346K
|
3K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 16.67% |
$1.35M - $1.5M
|
65K
$6.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.76K- 4.8% |
$391K - $434K
|
74.7K
$7.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.56KNew |
$370K - $410K
|
3.56K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 9.02% |
$21K - $23.3K
|
2.44K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-203- 3.54% |
$21.1K - $23.4K
|
5.54K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
SELL
|
- |
-242K- 6.53% |
$25.1M - $27.9M
|
3.46M
$363M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-600- 78.43% |
$62.4K - $69.2K
|
165
$17.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 8.17% |
$57.7K - $64K
|
7.35K
$772K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.8K- 0.96% |
$187K - $208K
|
186K
$19.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-355- 2.2% |
$36.9K - $41K
|
15.8K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.3KNew |
$4.4M - $4.88M
|
42.3K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.65KNew |
$276K - $306K
|
2.65K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
53+ 1.51% |
$5.51K - $6.12K
|
3.57K
$375K
|