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 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55.4KNew |
$6.77M - $7.34M
|
55.4K
$7.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.1KNew |
$3.56M - $3.86M
|
29.1K
$3.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.5KNew |
$2.14M - $2.32M
|
17.5K
$2.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13KNew |
$1.59M - $1.72M
|
13K
$1.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.6K+ 187.83% |
$1.3M - $1.41M
|
16.3K
$2.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.88K+ 244.6% |
$842K - $913K
|
9.7K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.3KNew |
$770K - $836K
|
6.3K
$823K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.95K+ 1.08% |
$606K - $657K
|
464K
$60.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.58K+ 156.44% |
$315K - $342K
|
4.22K
$552K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.03K+ 79.63% |
$249K - $270K
|
4.59K
$599K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.86KNew |
$227K - $246K
|
1.86K
$243K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.86KNew |
$227K - $246K
|
1.86K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.59KNew |
$195K - $211K
|
1.59K
$208K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.58KNew |
$193K - $209K
|
1.58K
$206K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.48KNew |
$181K - $197K
|
1.48K
$194K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.05K+ 15.49% |
$129K - $140K
|
7.85K
$1.03M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
881+ 1.97% |
$108K - $117K
|
45.7K
$5.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
755New |
$92.3K - $100K
|
755
$98.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
747+ 0.55% |
$91.4K - $99.1K
|
137K
$17.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
404+ 13.63% |
$49.4K - $53.6K
|
3.37K
$440K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
367+ 5.85% |
$44.9K - $48.7K
|
6.64K
$868K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
221+ 11.64% |
$27K - $29.3K
|
2.12K
$277K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
68+ 0.59% |
$8.32K - $9.02K
|
11.5K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
15+ 0.57% |
$1.83K - $1.99K
|
2.63K
$343K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3+ 0.09% |
$367 - $398
|
3.41K
$445K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 100.0% |
$122 - $133
|
2
$261
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.5MNew |
$167M - $187M
|
1.5M
$195M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
578K+ 2.68% |
$64.5M - $72.3M
|
22.2M
$2.9B
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
320KNew |
$35.7M - $40M
|
320K
$41.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
133K+ 561.54% |
$14.9M - $16.7M
|
157K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.9K+ 105.12% |
$8.24M - $9.24M
|
144K
$18.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.3K+ 22.81% |
$6.83M - $7.66M
|
330K
$43.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
45.1KNew |
$5.03M - $5.64M
|
45.1K
$5.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
44.7K+ 23.1% |
$4.98M - $5.58M
|
238K
$31.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
38.9K+ 0.83% |
$4.34M - $4.86M
|
4.7M
$614M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38K+ 69.3% |
$4.24M - $4.75M
|
92.8K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
37K+ 103.97% |
$4.13M - $4.63M
|
72.6K
$9.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
28KNew |
$3.13M - $3.5M
|
28K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
26KNew |
$2.9M - $3.25M
|
26K
$3.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24K+ 171.43% |
$2.68M - $3M
|
38K
$4.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.4K+ 6.08% |
$2.06M - $2.31M
|
322K
$42M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.4K+ 13617.97% |
$1.94M - $2.18M
|
17.6K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.1K+ 0.97% |
$1.9M - $2.13M
|
1.77M
$231M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 414.89% |
$1.7M - $1.91M
|
18.9K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5K+ 20.22% |
$1.39M - $1.56M
|
74.2K
$9.69M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.18KNew |
$1.02M - $1.15M
|
9.18K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.62KNew |
$850K - $952K
|
7.62K
$995K
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.97K+ 3.98% |
$778K - $872K
|
182K
$23.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.59K+ 122.1% |
$735K - $824K
|
12K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
5.67K+ 2.36% |
$632K - $709K
|
245K
$32M
|
|