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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 47.5% |
$1.9K - $2.05K
|
59
$6.78K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$1.4K - $1.51K
|
14
$1.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$401 - $432
|
4
$460
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.46% |
$200 - $216
|
434
$49.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$200 - $216
|
2
$230
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2New |
$200 - $216
|
2
$230
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$100 - $108
|
1
$115
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.06% |
$100 - $108
|
1.57K
$180K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$100 - $108
|
1
$115
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.2MNew |
$118M - $130M
|
1.2M
$138M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
76.4KNew |
$7.5M - $8.28M
|
76.4K
$8.78M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
15.7KNew |
$1.54M - $1.7M
|
15.7K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$303K - $334K
|
3.08K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$257K - $284K
|
2.62K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.25KNew |
$221K - $243K
|
2.25K
$258K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.86KNew |
$183K - $202K
|
1.86K
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
731+ 2.03% |
$71.8K - $79.2K
|
36.7K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
542+ 0.96% |
$53.2K - $58.7K
|
56.8K
$6.52M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
506+ 2.98% |
$49.7K - $54.8K
|
17.5K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
277New |
$27.2K - $30K
|
277
$31.8K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
134New |
$13.2K - $14.5K
|
134
$15.4K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
115New |
$11.3K - $12.5K
|
115
$13.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
98New |
$9.62K - $10.6K
|
98
$11.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89+ 261.76% |
$8.74K - $9.64K
|
123
$14.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
52New |
$5.1K - $5.63K
|
52
$5.97K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
28New |
$2.75K - $3.03K
|
28
$3.22K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
20+ 1.01% |
$1.96K - $2.17K
|
2K
$229K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 59.38% |
$1.87K - $2.06K
|
51
$5.86K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
19New |
$1.87K - $2.06K
|
19
$2.18K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.14% |
$295 - $325
|
2.19K
$252K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.5KNew |
$3.31M - $3.91M
|
38.5K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 3.28% |
$1.09M - $1.29M
|
400K
$45.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.19K+ 3.69% |
$789K - $933K
|
258K
$29.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.59KNew |
$739K - $873K
|
8.59K
$987K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
6.55KNew |
$563K - $666K
|
6.55K
$753K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71K+ 27.83% |
$319K - $377K
|
17K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.68KNew |
$316K - $374K
|
3.68K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.84K+ 124.89% |
$244K - $288K
|
5.11K
$586K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$240K - $283K
|
2.79K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.51KNew |
$216K - $255K
|
2.51K
$288K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.12KNew |
$183K - $216K
|
2.12K
$244K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.08KNew |
$179K - $211K
|
2.08K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$178K - $211K
|
2.07K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$175K - $207K
|
2.04K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.03KNew |
$174K - $206K
|
2.03K
$233K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.58KNew |
$135K - $160K
|
1.58K
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317New |
$27.2K - $32.2K
|
317
$36.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
152+ 5.19% |
$13.1K - $15.4K
|
3.08K
$354K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
136New |
$11.7K - $13.8K
|
136
$15.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
134+ 12.17% |
$11.5K - $13.6K
|
1.24K
$142K
|
|