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 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
27.6K+ 0.6% |
$2.89M - $3.13M
|
4.62M
$537M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
27.6KNew |
$2.89M - $3.13M
|
27.6K
$3.21M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 15.26% |
$2.69M - $2.92M
|
194K
$22.6M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
24.5K+ 5.81% |
$2.57M - $2.78M
|
446K
$51.9M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
15.4KNew |
$1.62M - $1.75M
|
15.4K
$1.8M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.2K+ 80.02% |
$1.38M - $1.5M
|
29.7K
$3.45M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.2KNew |
$1.38M - $1.5M
|
13.2K
$1.53M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.12M - $1.21M
|
10.6K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$1.09M - $1.18M
|
10.4K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.92% |
$1.06M - $1.15M
|
268K
$31.2M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$839K - $908K
|
8K
$931K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.4K+ 12.92% |
$776K - $840K
|
64.6K
$7.52M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 60.63% |
$719K - $778K
|
18.2K
$2.11M
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.25K+ 0.48% |
$655K - $709K
|
1.3M
$151M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.03KNew |
$632K - $685K
|
6.03K
$701K
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.74K+ 24.54% |
$602K - $652K
|
29.2K
$3.39M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.13K+ 32.14% |
$539K - $583K
|
21.1K
$2.46M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.77K+ 5.1% |
$501K - $542K
|
98.3K
$11.4M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.58K+ 29.19% |
$481K - $520K
|
20.3K
$2.36M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.44K+ 37.01% |
$466K - $505K
|
16.4K
$1.91M
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.42KNew |
$464K - $502K
|
4.42K
$514K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36KNew |
$457K - $495K
|
4.36K
$507K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.16K+ 7.41% |
$436K - $473K
|
60.4K
$7.02M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.83KNew |
$401K - $434K
|
3.83K
$445K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.47KNew |
$363K - $393K
|
3.47K
$403K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$356K - $386K
|
3.4K
$395K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.22K+ 2.78% |
$337K - $365K
|
119K
$13.8M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.17K+ 5.84% |
$333K - $360K
|
57.5K
$6.69M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 3.64% |
$292K - $316K
|
79.1K
$9.21M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 0.64% |
$273K - $296K
|
411K
$47.8M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.5K+ 18.8% |
$263K - $284K
|
15.8K
$1.84M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 2.8% |
$253K - $274K
|
88.3K
$10.3M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.27K+ 49.79% |
$238K - $258K
|
6.82K
$794K
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.2K+ 8.74% |
$230K - $249K
|
27.3K
$3.18M
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.14KNew |
$225K - $243K
|
2.14K
$249K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.07K+ 9.08% |
$217K - $235K
|
24.9K
$2.89M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.03K+ 12.85% |
$213K - $230K
|
17.8K
$2.07M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.95KNew |
$204K - $221K
|
1.95K
$227K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.82K+ 48.48% |
$191K - $207K
|
5.59K
$650K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 32.95% |
$177K - $192K
|
6.81K
$792K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 64.59% |
$175K - $190K
|
4.26K
$496K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.6K+ 25.5% |
$168K - $181K
|
7.87K
$915K
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.56K+ 0.94% |
$164K - $178K
|
169K
$19.6M
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$162K - $175K
|
1.54K
$180K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.41K+ 36.28% |
$148K - $160K
|
5.29K
$615K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 46.52% |
$140K - $152K
|
4.21K
$490K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
874+ 153.06% |
$91.7K - $99.3K
|
1.45K
$168K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
757+ 5.92% |
$79.4K - $86K
|
13.5K
$1.58M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
738+ 10.66% |
$77.4K - $83.8K
|
7.66K
$891K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
702+ 401.14% |
$73.6K - $79.7K
|
877
$102K
|