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 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
388+ 7.77% |
$31.8K - $38.6K
|
5.38K
$585K
|
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
342+ 3.36% |
$28K - $34K
|
10.5K
$1.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
294New |
$24.1K - $29.2K
|
294
$32K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
66+ 0.98% |
$5.4K - $6.56K
|
6.83K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.31% |
$5.24K - $6.36K
|
4.96K
$539K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$4.5K - $5.47K
|
55
$5.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45New |
$3.68K - $4.47K
|
45
$4.89K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31New |
$2.54K - $3.08K
|
31
$3.37K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
18New |
$1.47K - $1.79K
|
18
$1.96K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$9.27M - $11.1M
|
105K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
58.1KNew |
$5.14M - $6.15M
|
58.1K
$6.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.94K+ 42.86% |
$614K - $735K
|
23.1K
$2.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.14KNew |
$278K - $332K
|
3.14K
$341K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.7KNew |
$239K - $286K
|
2.7K
$294K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.6K+ 88.09% |
$230K - $275K
|
5.55K
$603K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.49KNew |
$220K - $264K
|
2.49K
$271K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.44KNew |
$216K - $258K
|
2.44K
$265K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.91KNew |
$169K - $202K
|
1.91K
$208K
|
|
|
May 26, 2023
Q2 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
477New |
$42.2K - $50.5K
|
477
$51.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
415New |
$36.7K - $43.9K
|
415
$45.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
331+ 8.06% |
$29.3K - $35K
|
4.44K
$483K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
217+ 7.21% |
$19.2K - $23K
|
3.23K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
180New |
$15.9K - $19K
|
180
$19.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133New |
$11.8K - $14.1K
|
133
$14.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
110+ 1.91% |
$9.72K - $11.6K
|
5.88K
$639K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
71New |
$6.28K - $7.51K
|
71
$7.72K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
59New |
$5.22K - $6.24K
|
59
$6.41K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
38New |
$3.36K - $4.02K
|
38
$4.13K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
5New |
$442 - $529
|
5
$544
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 1.15% |
$88.4 - $106
|
88
$9.57K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.39% |
$88.4 - $106
|
260
$28.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 2.27% |
$88.4 - $106
|
45
$4.89K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
42.2K+ 141.18% |
$4.24M - $4.85M
|
72.1K
$7.84M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.9KNew |
$4.22M - $4.82M
|
41.9K
$4.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.3M - $1.49M
|
12.9K
$1.41M
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.44KNew |
$146K - $158K
|
1.44K
$157K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300New |
$30.4K - $32.9K
|
300
$32.6K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
215New |
$21.8K - $23.6K
|
215
$23.4K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
148New |
$15K - $16.2K
|
148
$16.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
126New |
$12.8K - $13.8K
|
126
$13.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
124New |
$12.6K - $13.6K
|
124
$13.5K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
39New |
$3.95K - $4.28K
|
39
$4.24K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
33New |
$3.35K - $3.62K
|
33
$3.59K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.08% |
$304 - $329
|
3.7K
$402K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$101 - $110
|
1.11K
$121K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
572KNew |
$57.5M - $60.8M
|
572K
$62.1M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.3KNew |
$2.54M - $2.69M
|
25.3K
$2.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
918New |
$92.3K - $97.6K
|
918
$99.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
800New |
$80.4K - $85.1K
|
800
$87K
|
|