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 |
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-362- 73.28% |
$36.3K - $39.1K
|
132
$14.7K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.37KNew |
$438K - $472K
|
4.37K
$488K
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27KNew |
$2.7M - $2.91M
|
27K
$3.01M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$100 - $108
|
1
$112
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
256New |
$25.6K - $27.6K
|
256
$28.6K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22.9K- 1.49% |
$2.29M - $2.47M
|
1.52M
$169M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-104- 2.46% |
$10.4K - $11.2K
|
4.13K
$461K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.5K- 2.74% |
$251K - $270K
|
88.8K
$9.92M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
161+ 16100.0% |
$16.1K - $17.4K
|
162
$18.1K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-48- 50.53% |
$4.81K - $5.18K
|
47
$5.25K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.46% |
$200 - $216
|
434
$48.5K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 33.98% |
$3.51K - $3.78K
|
138
$15.4K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$401 - $432
|
4
$447
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
44New |
$4.41K - $4.75K
|
44
$4.91K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$200 - $216
|
2
$223
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 62.05% |
$13.9K - $15K
|
85
$9.49K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.06% |
$100 - $108
|
1.57K
$175K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 6.56% |
$6.71K - $7.23K
|
1.09K
$122K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
164+ 410.0% |
$16.4K - $17.7K
|
204
$22.8K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.97KNew |
$197K - $212K
|
1.97K
$220K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-55- 31.43% |
$5.51K - $5.93K
|
120
$13.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-804- 32.94% |
$80.5K - $86.7K
|
1.64K
$183K
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 7.03% |
$15K - $16.2K
|
1.99K
$222K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4- 17.39% |
$401 - $432
|
19
$2.12K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.12K- 83.54% |
$313K - $337K
|
615
$68.7K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$100 - $108
|
1
$112
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2New |
$200 - $216
|
2
$223
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 47.5% |
$1.9K - $2.05K
|
59
$6.59K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$1.4K - $1.51K
|
14
$1.56K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
36New |
$3.61K - $3.88K
|
36
$4.02K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 2.09% |
$4.11K - $4.42K
|
2K
$223K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
216New |
$21.6K - $23.3K
|
216
$24.1K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
44+ 0.27% |
$4.41K - $4.75K
|
16.3K
$1.82M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-39- 50.65% |
$3.91K - $4.21K
|
38
$4.24K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-613- 95.93% |
$61.4K - $66.1K
|
26
$2.9K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.2MNew |
$118M - $130M
|
1.2M
$134M
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$257K - $284K
|
2.62K
$292K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
15.7KNew |
$1.54M - $1.7M
|
15.7K
$1.75M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 59.38% |
$1.87K - $2.06K
|
51
$5.69K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-105- 4.25% |
$10.3K - $11.4K
|
2.36K
$264K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
542+ 0.96% |
$53.2K - $58.7K
|
56.8K
$6.34M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-835- 5.44% |
$82K - $90.4K
|
14.5K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
775+ 861.11% |
$76.1K - $83.9K
|
865
$96.6K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.85K- 4.24% |
$280K - $309K
|
64.3K
$7.18M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
19New |
$1.87K - $2.06K
|
19
$2.12K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$303K - $334K
|
3.08K
$344K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.3KNew |
$2.29M - $2.53M
|
23.3K
$2.61M
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.25KNew |
$221K - $243K
|
2.25K
$251K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-31- 38.27% |
$3.04K - $3.36K
|
50
$5.58K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
134New |
$13.2K - $14.5K
|
134
$15K
|