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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
May 10, 2023 Q1 2023	Mach 1 Financial Group, LLC Bentonville, AR	BUY	-	126 New	$11.1K - $12.5K	126 $13.5K
May 22, 2023 Q1 2023	Raleigh Capital Management Inc. Cary, NC	BUY	-	105 New	$9.25K - $10.5K	105 $11.2K
May 12, 2023 Q1 2023	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	46 New	$4.05K - $4.58K	46 $4.92K
May 12, 2023 Q1 2023	Farmers & Merchants Investments Inc	BUY	-	38 New	$3.35K - $3.78K	38 $4.06K
May 15, 2023 Q1 2023	Ambassador Advisors, LLC Lancaster, PA	BUY	-	35 New	$3.08K - $3.48K	35 $3.74K
May 03, 2023 Q1 2023	Guardian Wealth Advisors, LLC Bloomington, MN	BUY	-	26 New	$2.29K - $2.59K	26 $2.78K
May 15, 2023 Q1 2023	Fortis Capital Advisors, LLC Reno, NV	BUY	-	4 + 1.1%	$352 - $398	366 $39.1K
May 04, 2023 Q1 2023	Ten Capital Wealth Advisors, LLC Spokane, WA	BUY	-	2 + 3.17%	$176 - $199	65 $6.95K
May 09, 2023 Q1 2023	Fortis Advisors, LLC King Of Prussia, PA	BUY	-	1 + 2.17%	$88.1 - $99.5	47 $5.03K
Q4 2022
Feb 02, 2023 Q4 2022	Argi Investment Services, LLC	BUY	-	166K + 27.88%	$13.7M - $16.2M	760K $81.3M
Feb 03, 2023 Q4 2022	Cx Institutional	BUY	-	28.5K New	$2.37M - $2.79M	28.5K $3.05M
Jan 19, 2023 Q4 2022	Bms Financial Advisors, LLC	BUY	-	25.7K New	$2.13M - $2.52M	25.7K $2.75M
Feb 07, 2023 Q4 2022	Financial Life Advisors	BUY	-	22.4K New	$1.85M - $2.19M	22.4K $2.39M
Feb 14, 2023 Q4 2022	Frontier Asset Management, LLC Sheridan, WY	BUY	-	12.3K New	$1.02M - $1.2M	12.3K $1.32M
Feb 13, 2023 Q4 2022	Clifford Group, LLC Wayland, MA	BUY	-	6.1K New	$506K - $597K	6.1K $652K
Feb 14, 2023 Q4 2022	Stonehage Fleming Financial Services Holdings LTD	BUY	-	5.13K New	$426K - $502K	5.13K $549K
Feb 14, 2023 Q4 2022	Quadrant Private Wealth Management, LLC Bethlehem, PA	BUY	-	3.73K New	$310K - $366K	3.73K $399K
Feb 14, 2023 Q4 2022	Zeke Capital Advisors, LLC Berwyn, PA	BUY	-	3.47K New	$288K - $340K	3.47K $371K
Feb 01, 2023 Q4 2022	Cedar Brook Financial Partners, LLC Cleveland, OH	BUY	-	2.74K New	$227K - $268K	2.74K $293K
Feb 13, 2023 Q4 2022	Heritage Wealth Management, LLC Phoenix, AZ	BUY	-	2.7K + 91.83%	$224K - $264K	5.63K $602K
Feb 10, 2023 Q4 2022	Good Life Advisors, LLC	BUY	-	2.61K New	$217K - $256K	2.61K $280K
Feb 10, 2023 Q4 2022	Confluence Wealth Services, Inc. Mcmurray, PA	BUY	-	2.49K New	$207K - $244K	2.49K $267K
Feb 13, 2023 Q4 2022	Wealth Alliance Mellville, NY	BUY	-	2.34K New	$194K - $229K	2.34K $250K
Jan 20, 2023 Q4 2022	Apeiron Ria LLC	BUY	-	2.32K New	$193K - $227K	2.32K $249K
Feb 06, 2023 Q4 2022	Aviance Capital Partners, LLC Naples, FL	BUY	-	2.29K New	$190K - $224K	2.29K $245K
Feb 14, 2023 Q4 2022	Ubs Asset Management Americas Inc Chicago, IL	BUY	-	2.26K New	$187K - $221K	2.26K $241K
Feb 14, 2023 Q4 2022	Mcmorgan & CO LLC San Francisco, CA	BUY	-	1.19K + 2.67%	$98.7K - $116K	45.7K $4.89M
Feb 14, 2023 Q4 2022	Belvedere Trading LLC	BUY	-	658 New	$54.6K - $64.4K	658 $70.4K
Jan 18, 2023 Q4 2022	Lvw Advisors, LLC	BUY	-	367 + 1.13%	$30.5K - $35.9K	32.8K $3.5M
Feb 13, 2023 Q4 2022	Cassady Schiller Wealth Management, LLC Cincinnati, OH	BUY	-	314 New	$26.1K - $30.7K	314 $33.6K
Jan 11, 2023 Q4 2022	My Personal Cfo, LLC	BUY	-	147 New	$12.2K - $14.4K	147 $15.7K
Feb 15, 2023 Q4 2022	Mbm Wealth Consultants, LLC Chesterfield, MO	BUY	-	59 New	$4.9K - $5.78K	59 $6.31K
Jan 11, 2023 Q4 2022	Accurate Wealth Management, LLC	BUY	-	52 New	$4.31K - $5.09K	52 $5.56K
Feb 09, 2023 Q4 2022	Corrado Advisors, LLC Ramsey, NJ	BUY	-	48 New	$3.98K - $4.7K	48 $5.13K
Feb 14, 2023 Q4 2022	Grey Fox Wealth Advisors, LLC Rockland, DE	BUY	-	47 New	$3.9K - $4.6K	47 $5.03K
Sep 12, 2023 Q4 2022	New Republic Capital, LLC Charlotte, NC	BUY	-	40 + 17.86%	$3.32K - $3.92K	264 $28.2K
Jan 25, 2023 Q4 2022	Versant Capital Management, Inc	BUY	-	29 + 483.33%	$2.41K - $2.84K	35 $3.74K
Jan 19, 2023 Q4 2022	Iron Horse Wealth Management, LLC	BUY	-	23 New	$1.91K - $2.25K	23 $2.46K
Jan 27, 2023 Q4 2022	City Holding CO	BUY	-	21 New	$1.74K - $2.06K	21 $2.25K
Jan 26, 2023 Q4 2022	Accel Wealth Management	BUY	-	21 New	$1.74K - $2.06K	21 $2.25K
Feb 14, 2023 Q4 2022	Zullo Investment Group, Inc. Scranton, PA	BUY	-	11 + 3.36%	$913 - $1.08K	338 $36.2K
Feb 14, 2023 Q4 2022	Mc Ilrath & Eck, LLC	BUY	-	1 + 4.76%	$83 - $97.9	22 $2.35K
Q3 2022
Oct 17, 2022 Q3 2022	Riversedge Advisors, LLC	BUY	-	7.23K New	$591K - $718K	7.23K $773K
Nov 14, 2022 Q3 2022	Enzi Wealth Austin, TX	BUY	-	2.89K New	$236K - $287K	2.89K $309K
Oct 13, 2022 Q3 2022	Williams Financial, LLC Bennington, VT	BUY	-	2.71K New	$222K - $270K	2.71K $290K
Nov 03, 2022 Q3 2022	Spectrum Management Group, LLC	BUY	-	1.1K New	$90.2K - $110K	1.1K $118K
Nov 16, 2022 Q3 2022	Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA	BUY	-	486 New	$39.8K - $48.3K	486 $52K
Oct 13, 2022 Q3 2022	Activest Wealth Management	BUY	-	461 New	$37.7K - $45.8K	461 $49.3K
Oct 21, 2022 Q3 2022	Straight Path Wealth Management	BUY	-	416 + 2.35%	$34.1K - $41.3K	18.1K $1.94M
Nov 01, 2022 Q3 2022	Dopkins Wealth Management, LLC	BUY	-	388 + 7.77%	$31.8K - $38.6K	5.38K $575K

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Latest Institutional Purchases of Ishares Msci Usa Value Factor (VLUE)

126

105

46

38

35

26

4

2

1

166K

28.5K

25.7K

22.4K

12.3K

6.1K

5.13K

3.73K

3.47K

2.74K

2.7K

2.61K

2.49K

2.34K

2.32K

2.29K

2.26K

1.19K

658

367

314

147

59

52

48

47

40

29

23

21

21

11

1

7.23K

2.89K

2.71K

1.1K

486

461

416

388

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