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 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.95KNew |
$182K - $221K
|
1.95K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.88KNew |
$175K - $212K
|
1.88K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.84KNew |
$172K - $208K
|
1.84K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.79KNew |
$167K - $203K
|
1.79K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.77KNew |
$166K - $201K
|
1.77K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.71K+ 8.43% |
$160K - $193K
|
22K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.59K+ 1.3% |
$149K - $180K
|
124K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.57K+ 52.32% |
$146K - $177K
|
4.56K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5K+ 360.34% |
$140K - $170K
|
1.92K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 1.67% |
$138K - $167K
|
89.8K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.45K+ 11.71% |
$136K - $164K
|
13.8K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.72% |
$116K - $141K
|
173K
$21.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.18K+ 7.16% |
$110K - $133K
|
17.6K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$104K - $126K
|
1.12K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.09K+ 1764.52% |
$102K - $124K
|
1.16K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.05K+ 18.78% |
$98.1K - $119K
|
6.64K
$807K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.05K+ 21.71% |
$97.8K - $118K
|
5.86K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
802New |
$75K - $90.8K
|
802
$97.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
785+ 2.58% |
$73.4K - $88.9K
|
31.3K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
780New |
$72.9K - $88.3K
|
780
$94.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
772New |
$72.2K - $87.4K
|
772
$93.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
632+ 3.38% |
$59.1K - $71.5K
|
19.4K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
541+ 5.26% |
$50.6K - $61.2K
|
10.8K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
501+ 24.14% |
$46.8K - $56.7K
|
2.58K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
424+ 3.33% |
$39.6K - $48K
|
13.1K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
406+ 2.73% |
$38K - $46K
|
15.3K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
404+ 16.2% |
$37.8K - $45.7K
|
2.9K
$353K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
399+ 0.62% |
$37.3K - $45.2K
|
64.3K
$7.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
390+ 0.88% |
$36.5K - $44.2K
|
44.6K
$5.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
372New |
$34.8K - $42.1K
|
372
$45.3K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
344+ 31.24% |
$32.2K - $38.9K
|
1.45K
$176K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
286+ 4.26% |
$26.7K - $32.4K
|
7K
$852K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
260+ 3.81% |
$24.3K - $29.4K
|
7.08K
$862K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
258+ 8.95% |
$24.1K - $29.2K
|
3.14K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
245+ 21.68% |
$22.9K - $27.7K
|
1.38K
$167K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
241+ 1.19% |
$22.5K - $27.3K
|
20.4K
$2.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
237+ 1.3% |
$22.2K - $26.8K
|
18.5K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
231New |
$21.6K - $26.2K
|
231
$28.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
228+ 5.11% |
$21.3K - $25.8K
|
4.69K
$571K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
216New |
$20.2K - $24.5K
|
216
$26.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
201+ 1.94% |
$18.8K - $22.8K
|
10.6K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
172+ 63.7% |
$16.1K - $19.5K
|
442
$53.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
172+ 4.25% |
$16.1K - $19.5K
|
4.22K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
158New |
$14.8K - $17.9K
|
158
$19.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
148+ 3.47% |
$13.8K - $16.8K
|
4.41K
$537K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
144+ 0.38% |
$13.5K - $16.3K
|
38.3K
$4.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
143+ 2.4% |
$13.4K - $16.2K
|
6.11K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
142+ 4.61% |
$13.3K - $16.1K
|
3.22K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
138New |
$12.9K - $15.6K
|
138
$16.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
137+ 6.23% |
$12.8K - $15.5K
|
2.34K
$284K
|