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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.44K+ 37.01% |
$466K - $505K
|
16.4K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.42KNew |
$464K - $502K
|
4.42K
$508K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36KNew |
$457K - $495K
|
4.36K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.16K+ 7.41% |
$436K - $473K
|
60.4K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.83KNew |
$401K - $434K
|
3.83K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.47KNew |
$363K - $393K
|
3.47K
$398K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$356K - $386K
|
3.4K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.22K+ 2.78% |
$337K - $365K
|
119K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.17K+ 5.84% |
$333K - $360K
|
57.5K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.84K+ 33.44% |
$298K - $323K
|
11.3K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 3.64% |
$292K - $316K
|
79.1K
$9.09M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.78K+ 0.61% |
$291K - $315K
|
458K
$52.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 0.64% |
$273K - $296K
|
411K
$47.2M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.5K+ 18.8% |
$263K - $284K
|
15.8K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 2.8% |
$253K - $274K
|
88.3K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.27KNew |
$238K - $258K
|
2.27K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.27K+ 49.79% |
$238K - $258K
|
6.82K
$784K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.2K+ 8.74% |
$230K - $249K
|
27.3K
$3.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.14KNew |
$225K - $243K
|
2.14K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.07K+ 9.08% |
$217K - $235K
|
24.9K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.03K+ 12.85% |
$213K - $230K
|
17.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.95KNew |
$204K - $221K
|
1.95K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 2.32% |
$196K - $212K
|
82.3K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.82K+ 48.48% |
$191K - $207K
|
5.59K
$642K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 32.95% |
$177K - $192K
|
6.81K
$782K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 64.59% |
$175K - $190K
|
4.26K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.6K+ 23.2% |
$168K - $182K
|
8.5K
$976K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.6K+ 25.5% |
$168K - $181K
|
7.87K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.56K+ 0.94% |
$164K - $178K
|
169K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$162K - $175K
|
1.54K
$177K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.41K+ 36.28% |
$148K - $160K
|
5.29K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 46.52% |
$140K - $152K
|
4.21K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
874+ 153.06% |
$91.7K - $99.3K
|
1.45K
$166K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
757+ 5.92% |
$79.4K - $86K
|
13.5K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
738+ 10.66% |
$77.4K - $83.8K
|
7.66K
$880K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
735+ 7.4% |
$77.1K - $83.5K
|
10.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
702+ 401.14% |
$73.6K - $79.7K
|
877
$101K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
698+ 17.85% |
$73.2K - $79.3K
|
4.61K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
675+ 29.12% |
$70.8K - $76.7K
|
2.99K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
643+ 23.1% |
$67.4K - $73K
|
3.43K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
536+ 24.69% |
$56.2K - $60.9K
|
2.71K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
484New |
$50.8K - $55K
|
484
$55.6K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
458New |
$48K - $52K
|
458
$52.6K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
440+ 0.18% |
$46.2K - $50K
|
250K
$28.7M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
435New |
$45.6K - $49.4K
|
435
$50K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
373+ 8.44% |
$39.1K - $42.4K
|
4.8K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
316New |
$33.1K - $35.9K
|
316
$36.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
315+ 48.99% |
$33K - $35.8K
|
958
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300+ 147.78% |
$31.5K - $34.1K
|
503
$57.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
259+ 164.97% |
$27.2K - $29.4K
|
416
$47.8K
|