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 |
---|---|---|---|---|---|---|---|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
214+ 4280.0% |
$18.8K - $21.3K
|
219
$23.8K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$11.1K - $12.5K
|
126
$13.7K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
105New |
$9.25K - $10.5K
|
105
$11.4K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
46New |
$4.05K - $4.58K
|
46
$5K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38New |
$3.35K - $3.78K
|
38
$4.13K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
35New |
$3.08K - $3.48K
|
35
$3.81K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
26New |
$2.29K - $2.59K
|
26
$2.83K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4+ 1.1% |
$352 - $398
|
366
$39.8K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 3.17% |
$176 - $199
|
65
$7.07K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.17% |
$88.1 - $99.5
|
47
$5.11K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
166K+ 27.88% |
$13.7M - $16.2M
|
760K
$82.6M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
28.5KNew |
$2.37M - $2.79M
|
28.5K
$3.1M
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
25.7KNew |
$2.13M - $2.52M
|
25.7K
$2.79M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
22.4KNew |
$1.85M - $2.19M
|
22.4K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
12.3KNew |
$1.02M - $1.2M
|
12.3K
$1.34M
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.1KNew |
$506K - $597K
|
6.1K
$663K
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.13KNew |
$426K - $502K
|
5.13K
$558K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.73KNew |
$310K - $366K
|
3.73K
$406K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.47KNew |
$288K - $340K
|
3.47K
$377K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.74KNew |
$227K - $268K
|
2.74K
$298K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.7K+ 91.83% |
$224K - $264K
|
5.63K
$612K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.61KNew |
$217K - $256K
|
2.61K
$284K
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.49KNew |
$207K - $244K
|
2.49K
$271K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.34KNew |
$194K - $229K
|
2.34K
$254K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.32KNew |
$193K - $227K
|
2.32K
$253K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.29KNew |
$190K - $224K
|
2.29K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.26KNew |
$187K - $221K
|
2.26K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 2.67% |
$98.7K - $116K
|
45.7K
$4.97M
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
658New |
$54.6K - $64.4K
|
658
$71.5K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
367+ 1.13% |
$30.5K - $35.9K
|
32.8K
$3.56M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$26.1K - $30.7K
|
314
$34.1K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
147New |
$12.2K - $14.4K
|
147
$16K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59New |
$4.9K - $5.78K
|
59
$6.41K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52New |
$4.31K - $5.09K
|
52
$5.65K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
48New |
$3.98K - $4.7K
|
48
$5.22K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$3.9K - $4.6K
|
47
$5.11K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 17.86% |
$3.32K - $3.92K
|
264
$28.7K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 483.33% |
$2.41K - $2.84K
|
35
$3.81K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$1.91K - $2.25K
|
23
$2.5K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.28K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.28K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 3.36% |
$913 - $1.08K
|
338
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 4.76% |
$83 - $97.9
|
22
$2.39K
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.23KNew |
$591K - $718K
|
7.23K
$786K
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.89KNew |
$236K - $287K
|
2.89K
$314K
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.71KNew |
$222K - $270K
|
2.71K
$295K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.1KNew |
$90.2K - $110K
|
1.1K
$120K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
486New |
$39.8K - $48.3K
|
486
$52.8K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
461New |
$37.7K - $45.8K
|
461
$50.1K
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
416+ 2.35% |
$34.1K - $41.3K
|
18.1K
$1.97M
|