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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
536K+ 2.66% |
$56.3M - $60.9M
|
20.7M
$2.19B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 717.81% |
$21.4M - $23.2M
|
233K
$24.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
184KNew |
$19.3M - $20.9M
|
184K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182K+ 313.27% |
$19M - $20.6M
|
240K
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
71.9KNew |
$7.55M - $8.17M
|
71.9K
$7.63M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.2K+ 26.46% |
$6.42M - $6.95M
|
293K
$31M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
51KNew |
$5.35M - $5.79M
|
51K
$5.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.3K+ 4.54% |
$3.5M - $3.79M
|
767K
$81.3M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
27.6K+ 0.6% |
$2.89M - $3.13M
|
4.62M
$489M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
27.6KNew |
$2.89M - $3.13M
|
27.6K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 15.26% |
$2.69M - $2.92M
|
194K
$20.6M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
24.5K+ 5.81% |
$2.57M - $2.78M
|
446K
$47.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.7K+ 47.47% |
$2.18M - $2.36M
|
64.5K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
15.4KNew |
$1.62M - $1.75M
|
15.4K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
14.5K+ 48.6% |
$1.52M - $1.64M
|
44.2K
$4.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.2K+ 80.02% |
$1.38M - $1.5M
|
29.7K
$3.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.2KNew |
$1.38M - $1.5M
|
13.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.12M - $1.21M
|
10.6K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$1.09M - $1.18M
|
10.4K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.92% |
$1.06M - $1.15M
|
268K
$28.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.21KNew |
$862K - $933K
|
8.21K
$871K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$839K - $908K
|
8K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.4K+ 12.92% |
$776K - $840K
|
64.6K
$6.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.04K+ 4.27% |
$738K - $799K
|
172K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 60.63% |
$719K - $778K
|
18.2K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.57K+ 4.96% |
$689K - $746K
|
139K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.25K+ 0.48% |
$655K - $709K
|
1.3M
$138M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.03KNew |
$632K - $685K
|
6.03K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.95K+ 113.83% |
$624K - $676K
|
11.2K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.74K+ 24.54% |
$602K - $652K
|
29.2K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.13K+ 32.14% |
$539K - $583K
|
21.1K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.12KNew |
$537K - $581K
|
5.12K
$542K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.77K+ 5.1% |
$501K - $542K
|
98.3K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.58K+ 29.19% |
$481K - $520K
|
20.3K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.44K+ 37.01% |
$466K - $505K
|
16.4K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.42KNew |
$464K - $502K
|
4.42K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36KNew |
$457K - $495K
|
4.36K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.16K+ 7.41% |
$436K - $473K
|
60.4K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 54.15% |
$412K - $446K
|
11.2K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.83KNew |
$401K - $434K
|
3.83K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.47KNew |
$363K - $393K
|
3.47K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$356K - $386K
|
3.4K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.36K+ 129.35% |
$353K - $382K
|
5.96K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.22K+ 2.78% |
$337K - $365K
|
119K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.17K+ 5.84% |
$333K - $360K
|
57.5K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.84K+ 33.44% |
$298K - $323K
|
11.3K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 3.64% |
$292K - $316K
|
79.1K
$8.39M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.78K+ 0.61% |
$291K - $315K
|
458K
$48.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 0.64% |
$273K - $296K
|
411K
$43.5M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.5K+ 18.8% |
$263K - $284K
|
15.8K
$1.68M
|