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 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
133+ 69.27% |
$12.4K - $15.1K
|
325
$39.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
120New |
$11.2K - $13.6K
|
120
$14.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
105New |
$9.82K - $11.9K
|
105
$12.8K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
103+ 2.75% |
$9.63K - $11.7K
|
3.84K
$468K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
102+ 4.49% |
$9.54K - $11.5K
|
2.38K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
100New |
$9.35K - $11.3K
|
100
$12.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$9.35K - $11.3K
|
100
$12.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
76+ 0.67% |
$7.11K - $8.6K
|
11.4K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72New |
$6.73K - $8.15K
|
72
$8.76K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
71+ 0.68% |
$6.64K - $8.04K
|
10.6K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$6.55K - $7.92K
|
70
$8.52K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
63+ 18.26% |
$5.89K - $7.13K
|
408
$49.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
55+ 0.41% |
$5.14K - $6.23K
|
13.3K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
50New |
$4.68K - $5.66K
|
50
$6.08K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 137.14% |
$4.49K - $5.43K
|
83
$10.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
38+ 1.71% |
$3.55K - $4.3K
|
2.26K
$275K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
36New |
$3.37K - $4.08K
|
36
$4.38K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
34New |
$3.18K - $3.85K
|
34
$4.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33New |
$3.09K - $3.74K
|
33
$4.01K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
29+ 0.68% |
$2.71K - $3.28K
|
4.29K
$522K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28New |
$2.62K - $3.17K
|
28
$3.41K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
28+ 0.41% |
$2.62K - $3.17K
|
6.84K
$831K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 0.66% |
$2.24K - $2.72K
|
3.65K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
22New |
$2.06K - $2.49K
|
22
$2.68K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.63% |
$1.96K - $2.38K
|
3.34K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
21+ 0.63% |
$1.96K - $2.38K
|
3.34K
$407K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18+ 0.38% |
$1.68K - $2.04K
|
4.81K
$586K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 0.7% |
$1.68K - $2.04K
|
2.6K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
15+ 0.46% |
$1.4K - $1.7K
|
3.31K
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
15+ 0.11% |
$1.4K - $1.7K
|
13.8K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
11+ 4.76% |
$1.03K - $1.25K
|
242
$29.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
11+ 0.04% |
$1.03K - $1.25K
|
29.1K
$3.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.41% |
$748 - $906
|
1.98K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5New |
$468 - $566
|
5
$608
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5+ 0.11% |
$468 - $566
|
4.42K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.0% |
$468 - $566
|
130
$15.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.09% |
$468 - $566
|
5.48K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4+ 0.15% |
$374 - $453
|
2.75K
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.18% |
$374 - $453
|
2.17K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3New |
$281 - $340
|
3
$365
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$281 - $340
|
721
$87.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.62% |
$281 - $340
|
487
$59.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.01% |
$187 - $226
|
38.6K
$4.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.55% |
$187 - $226
|
364
$44.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.23% |
$93.5 - $113
|
437
$53.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$93.5 - $113
|
250
$30.4K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$93.5 - $113
|
6.38K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 9.09% |
$93.5 - $113
|
12
$1.46K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 1.89% |
$93.5 - $113
|
54
$6.57K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.68% |
$93.5 - $113
|
149
$18.1K
|