Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-27- 13.92% |
$2.52K - $3.06K
|
167
$20.3K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-23- 0.81% |
$2.15K - $2.6K
|
2.83K
$344K
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-21- 0.68% |
$1.96K - $2.38K
|
3.06K
$373K
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-13- 0.6% |
$1.22K - $1.47K
|
2.15K
$261K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8- 0.32% |
$748 - $906
|
2.52K
$306K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4- 0.71% |
$374 - $453
|
561
$68.2K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 2.07% |
$281 - $340
|
142
$17.3K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1- 0.03% |
$93.5 - $113
|
3.83K
$465K
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-62.1K- 69.46% |
$6.51M - $7.05M
|
27.3K
$3.32M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-30.1K- 9.22% |
$3.16M - $3.42M
|
296K
$36M
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.5K- 10.29% |
$2.47M - $2.67M
|
205K
$24.9M
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 23.08% |
$1.57M - $1.7M
|
50K
$6.08M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.7K- 43.77% |
$1.44M - $1.56M
|
17.6K
$2.14M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.14K- 99.06% |
$853K - $924K
|
77
$9.37K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-5.28K- 35.17% |
$554K - $600K
|
9.73K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.46K- 65.03% |
$468K - $507K
|
2.4K
$292K
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.81K- 23.7% |
$295K - $319K
|
9.05K
$1.1M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.06K- 25.64% |
$216K - $234K
|
5.98K
$727K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.43K- 32.37% |
$150K - $162K
|
2.99K
$363K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.42K- 37.79% |
$149K - $162K
|
2.34K
$285K
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32K- 17.71% |
$138K - $150K
|
6.13K
$746K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-985- 6.15% |
$103K - $112K
|
15K
$1.83M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-855- 8.09% |
$89.7K - $97.1K
|
9.72K
$1.18M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 9.5% |
$73.2K - $79.3K
|
6.65K
$809K
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-569- 1.57% |
$59.7K - $64.6K
|
35.6K
$4.33M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 1.74% |
$52.4K - $56.8K
|
28.2K
$3.43M
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-302- 3.75% |
$31.7K - $34.3K
|
7.76K
$944K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-280- 11.47% |
$29.4K - $31.8K
|
2.16K
$263K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 7.61% |
$18.9K - $20.4K
|
2.18K
$266K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-175- 85.78% |
$18.4K - $19.9K
|
29
$3.53K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-155- 25.2% |
$16.3K - $17.6K
|
460
$56K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-143- 0.76% |
$15K - $16.2K
|
18.7K
$2.27M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-141- 6.6% |
$14.8K - $16K
|
1.99K
$243K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-140- 7.61% |
$14.7K - $15.9K
|
1.7K
$207K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-80- 3.64% |
$8.39K - $9.08K
|
2.12K
$258K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-53- 26.5% |
$5.56K - $6.02K
|
147
$17.9K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-37- 59.68% |
$3.88K - $4.2K
|
25
$3.04K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-8- 50.0% |
$839 - $908
|
8
$973
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-7- 0.34% |
$734 - $795
|
2.07K
$252K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7- 19.44% |
$734 - $795
|
29
$3.53K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-5- 0.58% |
$524 - $568
|
860
$105K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.53% |
$210 - $227
|
372
$45.3K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1- 0.03% |
$105 - $114
|
2.9K
$352K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1- 0.04% |
$105 - $114
|
2.55K
$310K
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$105 - $114
|
2.55K
$311K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.6K- 82.39% |
$1.72M - $1.91M
|
3.54K
$431K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.67K- 34.55% |
$589K - $654K
|
10.7K
$1.31M
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.72K- 7.84% |
$491K - $544K
|
55.5K
$6.75M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.7K- 4.49% |
$489K - $542K
|
99.9K
$12.2M
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.23K- 43.22% |
$440K - $488K
|
5.55K
$675K
|