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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
56.2KNew |
$5.25M - $6.36M
|
56.2K
$6.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.9K+ 3.52% |
$458K - $554K
|
144K
$16.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.57KNew |
$334K - $404K
|
3.57K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.94KNew |
$274K - $332K
|
2.94K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.72% |
$116K - $141K
|
173K
$19.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$104K - $126K
|
1.12K
$128K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
399+ 0.62% |
$37.3K - $45.2K
|
64.3K
$7.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
390+ 0.88% |
$36.5K - $44.2K
|
44.6K
$5.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
172+ 4.25% |
$16.1K - $19.5K
|
4.22K
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
144+ 0.38% |
$13.5K - $16.3K
|
38.3K
$4.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
143+ 2.4% |
$13.4K - $16.2K
|
6.11K
$701K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
137+ 6.23% |
$12.8K - $15.5K
|
2.34K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
120New |
$11.2K - $13.6K
|
120
$13.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
105New |
$9.82K - $11.9K
|
105
$12.1K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
103+ 2.75% |
$9.63K - $11.7K
|
3.84K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72New |
$6.73K - $8.15K
|
72
$8.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 137.14% |
$4.49K - $5.43K
|
83
$9.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 0.7% |
$1.68K - $2.04K
|
2.6K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
15+ 0.11% |
$1.4K - $1.7K
|
13.8K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.0% |
$468 - $566
|
130
$14.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.09% |
$468 - $566
|
5.48K
$629K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.68% |
$93.5 - $113
|
149
$17.1K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
536K+ 2.66% |
$56.3M - $60.9M
|
20.7M
$2.38B
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
184KNew |
$19.3M - $20.9M
|
184K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182K+ 313.27% |
$19M - $20.6M
|
240K
$27.5M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
71.9KNew |
$7.55M - $8.17M
|
71.9K
$8.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.2K+ 26.46% |
$6.42M - $6.95M
|
293K
$33.6M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
51KNew |
$5.35M - $5.79M
|
51K
$5.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.3K+ 4.54% |
$3.5M - $3.79M
|
767K
$88.2M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
27.6K+ 0.6% |
$2.89M - $3.13M
|
4.62M
$530M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
27.6KNew |
$2.89M - $3.13M
|
27.6K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 15.26% |
$2.69M - $2.92M
|
194K
$22.3M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
24.5K+ 5.81% |
$2.57M - $2.78M
|
446K
$51.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
15.4KNew |
$1.62M - $1.75M
|
15.4K
$1.77M
|
|
|
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 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.2KNew |
$1.38M - $1.5M
|
13.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.12M - $1.21M
|
10.6K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$1.09M - $1.18M
|
10.4K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.92% |
$1.06M - $1.15M
|
268K
$30.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.21KNew |
$862K - $933K
|
8.21K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$839K - $908K
|
8K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.4K+ 12.92% |
$776K - $840K
|
64.6K
$7.43M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 60.63% |
$719K - $778K
|
18.2K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.25K+ 0.48% |
$655K - $709K
|
1.3M
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.03KNew |
$632K - $685K
|
6.03K
$693K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.95K+ 113.83% |
$624K - $676K
|
11.2K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.74K+ 24.54% |
$602K - $652K
|
29.2K
$3.35M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.13K+ 32.14% |
$539K - $583K
|
21.1K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.77K+ 5.1% |
$501K - $542K
|
98.3K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.58K+ 29.19% |
$481K - $520K
|
20.3K
$2.33M
|
|