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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-808K- 32.12% |
$80.1M - $88.2M
|
1.71M
$189M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-224- 9.2% |
$22.2K - $24.5K
|
2.21K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.2K+ 79.57% |
$219K - $241K
|
4.97K
$552K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-238- 94.07% |
$23.6K - $26K
|
15
$1.66K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-501- 0.56% |
$49.7K - $54.7K
|
89.5K
$9.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
517+ 5.58% |
$51.3K - $56.4K
|
9.77K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21.8K- 28.62% |
$2.16M - $2.38M
|
54.4K
$6.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
18+ 0.72% |
$1.78K - $1.97K
|
2.5K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-40- 65.57% |
$3.97K - $4.37K
|
21
$2.33K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.18% |
$69.4K - $76.4K
|
398K
$44.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.76% |
$1.88K - $2.07K
|
2.47K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
154+ 1.07% |
$15.3K - $16.8K
|
14.5K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
7.99K+ 7.66% |
$792K - $872K
|
112K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.49% |
$1.19K - $1.31K
|
2.46K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 46.51% |
$9.91K - $10.9K
|
115
$12.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
277+ 3.78% |
$27.5K - $30.2K
|
7.61K
$844K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-413- 2.62% |
$40.9K - $45.1K
|
15.3K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-300- 8.2% |
$29.7K - $32.8K
|
3.36K
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
902+ 7.59% |
$89.4K - $98.5K
|
12.8K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.1K- 63.14% |
$1.89M - $2.09M
|
11.2K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3- 0.86% |
$297 - $328
|
345
$38.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.12K- 63.1% |
$408K - $450K
|
2.41K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.58K- 54.15% |
$454K - $500K
|
3.88K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.8K+ 4.23% |
$377K - $415K
|
93.5K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24New |
$2.38K - $2.62K
|
24
$2.66K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 1.56% |
$397 - $437
|
253
$28.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 1.22% |
$6.74K - $7.42K
|
5.66K
$628K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124New |
$12.3K - $13.5K
|
124
$13.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.44% |
$99.1 - $109
|
229
$25.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.96K- 15.41% |
$591K - $651K
|
32.7K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.02K- 29.67% |
$101K - $111K
|
2.41K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.91K- 11.85% |
$189K - $208K
|
14.2K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
320+ 0.78% |
$31.7K - $34.9K
|
41.5K
$4.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-89- 33.84% |
$8.82K - $9.72K
|
174
$19.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 18.06% |
$178K - $196K
|
8.16K
$906K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 3.42% |
$4.16K - $4.59K
|
1.27K
$141K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-652- 12.4% |
$64.6K - $71.2K
|
4.61K
$511K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 26.12% |
$115K - $127K
|
3.28K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
39+ 0.22% |
$3.87K - $4.26K
|
17.8K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-20- 0.34% |
$1.98K - $2.18K
|
5.78K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-64- 19.45% |
$6.34K - $6.99K
|
265
$29.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 18.06% |
$1.29K - $1.42K
|
59
$6.55K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
103New |
$10.2K - $11.2K
|
103
$11.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-19- 0.52% |
$1.88K - $2.07K
|
3.6K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3+ 0.07% |
$297 - $328
|
4.42K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-735- 6.21% |
$72.9K - $80.2K
|
11.1K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
156+ 1.81% |
$15.5K - $17K
|
8.78K
$974K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-2.02K- 14.21% |
$200K - $221K
|
12.2K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-39- 0.86% |
$3.87K - $4.26K
|
4.51K
$500K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4K+ 339600.0% |
$337K - $371K
|
3.4K
$377K
|