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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-210K- 12.4% |
$22M - $23.9M
|
1.48M
$170M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
117+ 0.63% |
$12.3K - $13.3K
|
18.7K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.03KNew |
$632K - $685K
|
6.03K
$693K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
242+ 0.63% |
$25.4K - $27.5K
|
38.4K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-471- 4.08% |
$49.4K - $53.5K
|
11.1K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.05% |
$210 - $227
|
4.12K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
154New |
$16.2K - $17.5K
|
154
$17.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.42KNew |
$464K - $502K
|
4.42K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 64.59% |
$175K - $190K
|
4.26K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-155- 25.2% |
$16.3K - $17.6K
|
460
$52.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300+ 147.78% |
$31.5K - $34.1K
|
503
$57.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
315+ 48.99% |
$33K - $35.8K
|
958
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.62K- 98.47% |
$379K - $411K
|
56
$6.43K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32K- 17.71% |
$138K - $150K
|
6.13K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9- 0.37% |
$944 - $1.02K
|
2.4K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.14K- 10.95% |
$120K - $130K
|
9.3K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
11New |
$1.15K - $1.25K
|
11
$1.26K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$105 - $114
|
12.5K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.99K- 9.13% |
$523K - $567K
|
49.6K
$5.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$356K - $386K
|
3.4K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-8- 50.0% |
$839 - $908
|
8
$919
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-345- 3.63% |
$36.2K - $39.2K
|
9.16K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
184KNew |
$19.3M - $20.9M
|
184K
$21.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.44K+ 37.01% |
$466K - $505K
|
16.4K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 94.64% |
$115K - $124K
|
62
$7.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-718- 12.98% |
$75.3K - $81.5K
|
4.81K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.4% |
$1.05K - $1.14K
|
2.52K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
93+ 300.0% |
$9.75K - $10.6K
|
124
$14.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.07K- 49.95% |
$217K - $235K
|
2.08K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
29+ 0.61% |
$3.04K - $3.29K
|
4.82K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
151+ 1.6% |
$15.8K - $17.1K
|
9.57K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-19- 0.58% |
$1.99K - $2.16K
|
3.25K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
219+ 6.66% |
$23K - $24.9K
|
3.51K
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-54- 1.86% |
$5.66K - $6.13K
|
2.86K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 16.67% |
$944 - $1.02K
|
63
$7.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-208- 8.79% |
$21.8K - $23.6K
|
2.16K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.43K- 32.37% |
$150K - $162K
|
2.99K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.21KNew |
$862K - $933K
|
8.21K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.27KNew |
$238K - $258K
|
2.27K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-559- 1.8% |
$58.6K - $63.5K
|
30.5K
$3.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
246+ 1.37% |
$25.8K - $27.9K
|
18.3K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 46.52% |
$140K - $152K
|
4.21K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.18% |
$420 - $454
|
2.17K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.2K+ 80.02% |
$1.38M - $1.5M
|
29.7K
$3.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.77K+ 5.1% |
$501K - $542K
|
98.3K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
118+ 17.35% |
$12.4K - $13.4K
|
798
$91.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
698+ 17.85% |
$73.2K - $79.3K
|
4.61K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-522- 19.03% |
$54.8K - $59.3K
|
2.22K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.89K- 1.09% |
$303K - $329K
|
261K
$30M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-141- 29.01% |
$14.8K - $16K
|
345
$39.6K
|