Latest Institutional Purchases of Ishares Msci Usa Value Factor (VLUE)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Value Factor (VLUE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.9KNew |
$1.65M - $1.83M
|
15.9K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3.13% |
$1.44M - $1.59M
|
455K
$50.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
11.3K+ 9.32% |
$1.17M - $1.3M
|
132K
$14.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.41K+ 2.32% |
$875K - $970K
|
372K
$41.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.56KNew |
$370K - $410K
|
3.56K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 49.14% |
$340K - $378K
|
9.93K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.87KNew |
$299K - $331K
|
2.87K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$288K - $319K
|
2.77K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.46K+ 7.6% |
$152K - $168K
|
20.6K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.3K+ 16.38% |
$136K - $150K
|
9.26K
$1.03M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1KNew |
$104K - $115K
|
1K
$111K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
857+ 1.37% |
$89.1K - $98.9K
|
63.3K
$7.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
675New |
$70.2K - $77.9K
|
675
$75K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 8.17% |
$57.7K - $64K
|
7.35K
$816K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
528+ 3.48% |
$54.9K - $60.9K
|
15.7K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
521+ 18.82% |
$54.2K - $60.1K
|
3.29K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
488New |
$50.8K - $56.3K
|
488
$54.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
379+ 2.88% |
$39.4K - $43.7K
|
13.6K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
302New |
$31.4K - $34.8K
|
302
$33.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
215+ 0.87% |
$22.4K - $24.8K
|
25K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 9.02% |
$21K - $23.3K
|
2.44K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114+ 0.37% |
$11.9K - $13.2K
|
30.7K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
104+ 2.73% |
$10.8K - $12K
|
3.91K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 17.85% |
$10.7K - $11.9K
|
680
$75.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
73+ 0.7% |
$7.59K - $8.42K
|
10.4K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
56+ 0.48% |
$5.82K - $6.46K
|
11.7K
$1.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
56New |
$5.82K - $6.46K
|
56
$6.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
53+ 1.51% |
$5.51K - $6.12K
|
3.57K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
29+ 0.69% |
$3.02K - $3.35K
|
4.23K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 16.17% |
$2.81K - $3.12K
|
194
$21.5K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
25New |
$2.6K - $2.88K
|
25
$2.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$2.5K - $2.77K
|
24
$2.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$2.08K - $2.31K
|
15.6K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 0.71% |
$1.87K - $2.08K
|
2.56K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 9.29% |
$1.77K - $1.96K
|
200
$22.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$1.56K - $1.73K
|
23.1K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
10New |
$1.04K - $1.15K
|
10
$1.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.23% |
$520 - $577
|
2.17K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$312 - $346
|
715
$79.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.05% |
$208 - $231
|
4.12K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$104 - $115
|
1
$111
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
688KNew |
$68.2M - $75.1M
|
688K
$76.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
598K+ 3.17% |
$59.3M - $65.3M
|
19.5M
$2.16B
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
174K+ 15.62% |
$17.3M - $19M
|
1.29M
$143M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
78KNew |
$7.73M - $8.52M
|
78K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
55.3KNew |
$5.48M - $6.04M
|
55.3K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.4KNew |
$2.22M - $2.45M
|
22.4K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
19.9K+ 0.44% |
$1.98M - $2.18M
|
4.51M
$501M
|
|