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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
59New |
$5.22K - $6.24K
|
59
$7.18K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
38New |
$3.36K - $4.02K
|
38
$4.62K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
5New |
$442 - $529
|
5
$608
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 1.15% |
$88.4 - $106
|
88
$10.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.39% |
$88.4 - $106
|
260
$31.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 2.27% |
$88.4 - $106
|
45
$5.47K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
42.2K+ 141.18% |
$4.24M - $4.85M
|
72.1K
$8.77M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.9KNew |
$4.22M - $4.82M
|
41.9K
$5.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.3M - $1.49M
|
12.9K
$1.57M
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300New |
$30.4K - $32.9K
|
300
$36.5K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
215New |
$21.8K - $23.6K
|
215
$26.2K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
148New |
$15K - $16.2K
|
148
$18K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
124New |
$12.6K - $13.6K
|
124
$15.1K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
39New |
$3.95K - $4.28K
|
39
$4.74K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
33New |
$3.35K - $3.62K
|
33
$4.01K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.08% |
$304 - $329
|
3.7K
$450K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$101 - $110
|
1.11K
$135K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
572KNew |
$57.5M - $60.8M
|
572K
$69.5M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.3KNew |
$2.54M - $2.69M
|
25.3K
$3.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
918New |
$92.3K - $97.6K
|
918
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
800New |
$80.4K - $85.1K
|
800
$97.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
129New |
$13K - $13.7K
|
129
$15.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
128New |
$12.9K - $13.6K
|
128
$15.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
35New |
$3.52K - $3.72K
|
35
$4.26K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
22New |
$2.25K - $2.39K
|
22
$2.68K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
2.93KNew |
$252K - $306K
|
2.93K
$356K
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
145New |
$12.5K - $15.2K
|
145
$17.6K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
140New |
$12.1K - $14.6K
|
140
$17K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.7KNew |
$842K - $1.04M
|
11.7K
$1.42M
|
|
|
Feb 17, 2021
Q4 2020
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4.45KNew |
$320K - $395K
|
4.45K
$542K
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
189New |
$13.6K - $16.8K
|
189
$23K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
60.4KNew |
$4.25M - $4.67M
|
60.4K
$7.35M
|
|
|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31New |
$2.18K - $2.4K
|
31
$3.77K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.87K+ 35.25% |
$111K - $150K
|
7.16K
$872K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9.6KNew |
$531K - $878K
|
9.6K
$1.17M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
44New |
$3.02K - $3.91K
|
44
$5.35K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
223KNew |
$18.4M - $19.9M
|
223K
$27.1M
|
|
| Q1 2016 | |||||||
|
Jul 25, 2019
Q1 2016
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
222KNew |
N/A
|
222K
$27M
|
|