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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.32KNew |
$193K - $227K
|
2.32K
$283K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.29KNew |
$190K - $224K
|
2.29K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.26KNew |
$187K - $221K
|
2.26K
$274K
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 2.67% |
$98.7K - $116K
|
45.7K
$5.56M
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
658New |
$54.6K - $64.4K
|
658
$80K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
367+ 1.13% |
$30.5K - $35.9K
|
32.8K
$3.98M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$26.1K - $30.7K
|
314
$38.2K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
147New |
$12.2K - $14.4K
|
147
$17.9K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59New |
$4.9K - $5.78K
|
59
$7.18K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52New |
$4.31K - $5.09K
|
52
$6.33K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
48New |
$3.98K - $4.7K
|
48
$5.84K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$3.9K - $4.6K
|
47
$5.72K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 17.86% |
$3.32K - $3.92K
|
264
$32.1K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$1.91K - $2.25K
|
23
$2.8K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.55K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 3.36% |
$913 - $1.08K
|
338
$41.1K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 4.76% |
$83 - $97.9
|
22
$2.68K
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.23KNew |
$591K - $718K
|
7.23K
$879K
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.89KNew |
$236K - $287K
|
2.89K
$351K
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.71KNew |
$222K - $270K
|
2.71K
$330K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.1KNew |
$90.2K - $110K
|
1.1K
$134K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
486New |
$39.8K - $48.3K
|
486
$59.1K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
461New |
$37.7K - $45.8K
|
461
$56.1K
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
416+ 2.35% |
$34.1K - $41.3K
|
18.1K
$2.2M
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
388+ 7.77% |
$31.8K - $38.6K
|
5.38K
$654K
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
342+ 3.36% |
$28K - $34K
|
10.5K
$1.28M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
294New |
$24.1K - $29.2K
|
294
$35.8K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
66+ 0.98% |
$5.4K - $6.56K
|
6.83K
$831K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.31% |
$5.24K - $6.36K
|
4.96K
$603K
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$4.5K - $5.47K
|
55
$6.69K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45New |
$3.68K - $4.47K
|
45
$5.47K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31New |
$2.54K - $3.08K
|
31
$3.77K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
18New |
$1.47K - $1.79K
|
18
$2.19K
|
|
Q2 2022 | |||||||
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$9.27M - $11.1M
|
105K
$12.8M
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
58.1KNew |
$5.14M - $6.15M
|
58.1K
$7.07M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.94K+ 42.86% |
$614K - $735K
|
23.1K
$2.82M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.14KNew |
$278K - $332K
|
3.14K
$382K
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.7KNew |
$239K - $286K
|
2.7K
$329K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.6K+ 88.09% |
$230K - $275K
|
5.55K
$675K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.49KNew |
$220K - $264K
|
2.49K
$303K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.44KNew |
$216K - $258K
|
2.44K
$297K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.91KNew |
$169K - $202K
|
1.91K
$233K
|
|
May 26, 2023
Q2 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
477New |
$42.2K - $50.5K
|
477
$58K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
415New |
$36.7K - $43.9K
|
415
$50.5K
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
331+ 8.06% |
$29.3K - $35K
|
4.44K
$540K
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
217+ 7.21% |
$19.2K - $23K
|
3.23K
$392K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
180New |
$15.9K - $19K
|
180
$21.9K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133New |
$11.8K - $14.1K
|
133
$16.2K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
110+ 1.91% |
$9.72K - $11.6K
|
5.88K
$715K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
71New |
$6.28K - $7.51K
|
71
$8.64K
|