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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.69KNew |
$602K - $650K
|
6.69K
$727K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.4KNew |
$486K - $525K
|
5.4K
$587K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.69KNew |
$332K - $359K
|
3.69K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.23KNew |
$291K - $314K
|
3.23K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.7KNew |
$243K - $263K
|
2.7K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
979New |
$88.1K - $95.2K
|
979
$106K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
839New |
$75.5K - $81.6K
|
839
$91.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$36K - $38.9K
|
400
$43.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
161New |
$14.5K - $15.7K
|
161
$17.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
137New |
$12.3K - $13.3K
|
137
$14.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 1.99% |
$10.4K - $11.3K
|
5.95K
$646K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
115New |
$10.4K - $11.2K
|
115
$12.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
101+ 531.58% |
$9.09K - $9.83K
|
120
$13K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47New |
$4.23K - $4.57K
|
47
$5.11K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
31+ 0.05% |
$2.79K - $3.02K
|
66.1K
$7.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26New |
$2.34K - $2.53K
|
26
$2.83K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.98K - $2.14K
|
22
$2.39K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
40.6KNew |
$3.56M - $3.82M
|
40.6K
$4.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
4.01KNew |
$351K - $377K
|
4.01K
$436K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.42KNew |
$300K - $322K
|
3.42K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.4KNew |
$298K - $320K
|
3.4K
$369K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
3.34KNew |
$293K - $314K
|
3.34K
$363K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.14KNew |
$275K - $295K
|
3.14K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.84K+ 2.91% |
$249K - $267K
|
100K
$10.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.61KNew |
$229K - $245K
|
2.61K
$283K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
795New |
$69.7K - $74.8K
|
795
$86.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
292New |
$25.6K - $27.5K
|
292
$31.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
204New |
$17.9K - $19.2K
|
204
$22.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
106+ 588.89% |
$9.3K - $9.98K
|
124
$13.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
88+ 266.67% |
$7.72K - $8.28K
|
121
$13.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77New |
$6.75K - $7.25K
|
77
$8.37K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
70New |
$6.14K - $6.59K
|
70
$7.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
37New |
$3.25K - $3.48K
|
37
$4.02K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
24New |
$2.11K - $2.26K
|
24
$2.61K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
22New |
$1.93K - $2.07K
|
22
$2.39K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.49% |
$87.7 - $94.1
|
205
$22.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.53KNew |
$752K - $849K
|
8.53K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.2KNew |
$370K - $418K
|
4.2K
$457K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.48KNew |
$306K - $346K
|
3.48K
$378K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.11KNew |
$273K - $309K
|
3.11K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.55KNew |
$225K - $254K
|
2.55K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.55KNew |
$224K - $254K
|
2.55K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.4KNew |
$211K - $239K
|
2.4K
$261K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.57KNew |
$138K - $156K
|
1.57K
$170K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.32KNew |
$116K - $131K
|
1.32K
$143K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
458New |
$40.3K - $45.6K
|
458
$49.8K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
331+ 13.57% |
$29.1K - $32.9K
|
2.77K
$301K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
245New |
$21.6K - $24.4K
|
245
$26.6K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
244New |
$21.5K - $24.3K
|
244
$26.5K
|
|