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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 18.64% |
$1.14K - $1.27K
|
70
$8.04K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 2.24% |
$1.04K - $1.15K
|
457
$52.5K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
10New |
$1.04K - $1.15K
|
10
$1.15K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 14.29% |
$728 - $808
|
56
$6.43K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1New |
$104 - $115
|
1
$115
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$104 - $115
|
1
$115
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
688KNew |
$68.2M - $75.1M
|
688K
$79.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 13.48% |
$1.53M - $1.69M
|
130K
$14.9M
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
5.32KNew |
$527K - $580K
|
5.32K
$611K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$250K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.57KNew |
$156K - $171K
|
1.57K
$180K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
913+ 5.2% |
$90.5K - $99.7K
|
18.5K
$2.12M
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
802New |
$79.5K - $87.6K
|
802
$92.1K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
502+ 6.57% |
$49.8K - $54.8K
|
8.14K
$935K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
478New |
$47.4K - $52.2K
|
478
$54.9K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
420New |
$41.6K - $45.9K
|
420
$48.2K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
418+ 0.75% |
$41.4K - $45.6K
|
56.1K
$6.44M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
279New |
$27.7K - $30.5K
|
279
$32.1K
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
275New |
$27.3K - $30K
|
275
$31.6K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
270New |
$26.8K - $29.5K
|
270
$31K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
253New |
$25.1K - $27.6K
|
253
$29.1K
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
232New |
$23K - $25.3K
|
232
$26.7K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
217+ 7.81% |
$21.5K - $23.7K
|
3K
$344K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
191New |
$18.9K - $20.9K
|
191
$21.9K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124New |
$12.3K - $13.5K
|
124
$14.2K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
103New |
$10.2K - $11.2K
|
103
$11.8K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 205.88% |
$6.94K - $7.64K
|
104
$11.9K
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38New |
$3.77K - $4.15K
|
38
$4.37K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
37New |
$3.67K - $4.04K
|
37
$4.25K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$991 - $1.09K
|
10
$1.15K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.68% |
$198 - $218
|
296
$34K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 2.7% |
$198 - $218
|
76
$8.73K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.61% |
$99.1 - $109
|
164
$18.8K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1New |
$99.1 - $109
|
1
$115
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27KNew |
$2.7M - $2.91M
|
27K
$3.1M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.05KNew |
$806K - $868K
|
8.05K
$925K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.37KNew |
$438K - $472K
|
4.37K
$502K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.9KNew |
$391K - $421K
|
3.9K
$448K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.8KNew |
$280K - $302K
|
2.8K
$322K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.97KNew |
$197K - $212K
|
1.97K
$226K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
256New |
$25.6K - $27.6K
|
256
$29.4K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
216New |
$21.6K - $23.3K
|
216
$24.8K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
161+ 16100.0% |
$16.1K - $17.4K
|
162
$18.6K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 6.56% |
$6.71K - $7.23K
|
1.09K
$125K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
44New |
$4.41K - $4.75K
|
44
$5.05K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 2.09% |
$4.11K - $4.42K
|
2K
$230K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
36New |
$3.61K - $3.88K
|
36
$4.14K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 33.98% |
$3.51K - $3.78K
|
138
$15.9K
|