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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.49K- 26.02% |
$539K - $594K
|
15.6K
$1.7M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.85K- 4.24% |
$280K - $309K
|
64.3K
$7M
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.78K- 52.59% |
$272K - $301K
|
2.5K
$272K
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.6K- 26.45% |
$157K - $174K
|
4.46K
$485K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.6K- 94.12% |
$157K - $173K
|
100
$10.9K
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 3.12% |
$116K - $128K
|
36.7K
$3.99M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.12K- 55.45% |
$109K - $121K
|
896
$97.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-835- 5.44% |
$82K - $90.4K
|
14.5K
$1.58M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-808- 30.27% |
$79.3K - $87.5K
|
1.86K
$202K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-256- 10.26% |
$25.1K - $27.7K
|
2.24K
$243K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-254- 89.12% |
$24.9K - $27.5K
|
31
$3.37K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-153- 5.93% |
$15K - $16.6K
|
2.43K
$264K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-105- 4.25% |
$10.3K - $11.4K
|
2.36K
$257K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 4.25% |
$10.3K - $11.4K
|
2.36K
$257K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-89- 57.79% |
$8.74K - $9.64K
|
65
$7.07K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-88- 3.12% |
$8.64K - $9.53K
|
2.74K
$298K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-67- 1.97% |
$6.58K - $7.26K
|
3.33K
$362K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 50.0% |
$5.89K - $6.5K
|
60
$6.52K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-53- 0.23% |
$5.2K - $5.74K
|
23.4K
$2.54M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-40- 36.04% |
$3.93K - $4.33K
|
71
$7.72K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-31- 38.27% |
$3.04K - $3.36K
|
50
$5.44K
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-10- 0.41% |
$982 - $1.08K
|
2.43K
$264K
|
|
Q4 2023 | |||||||
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-30.1K- 99.74% |
$2.59M - $3.06M
|
79
$8.59K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-24K- 99.16% |
$2.06M - $2.44M
|
203
$22.1K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-24K- 99.16% |
$2.06M - $2.44M
|
203
$22.1K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.96K- 13.22% |
$340K - $402K
|
26K
$2.83M
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.69K- 37.51% |
$231K - $273K
|
4.48K
$487K
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.34K- 19.9% |
$201K - $238K
|
9.42K
$1.02M
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-600- 22.99% |
$51.6K - $60.9K
|
2.01K
$219K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-424- 5.99% |
$36.4K - $43.1K
|
6.66K
$724K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-349- 66.6% |
$30K - $35.4K
|
175
$19K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-309- 37.59% |
$26.6K - $31.4K
|
513
$55.8K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-250- 9.09% |
$21.5K - $25.4K
|
2.5K
$272K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-214- 13.27% |
$18.4K - $21.7K
|
1.4K
$152K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-165- 37.93% |
$14.2K - $16.8K
|
270
$29.4K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-154- 95.06% |
$13.2K - $15.6K
|
8
$870
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-96- 25.33% |
$8.25K - $9.75K
|
283
$30.8K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-91- 11.5% |
$7.82K - $9.24K
|
700
$76.1K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-26- 27.66% |
$2.23K - $2.64K
|
68
$7.39K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-18- 51.43% |
$1.55K - $1.83K
|
17
$1.85K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-91.7K- 95.88% |
$8.25M - $8.92M
|
3.94K
$428K
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-28.6K- 83.81% |
$2.57M - $2.78M
|
5.52K
$600K
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-833- 14.44% |
$75K - $81K
|
4.93K
$536K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-687- 58.02% |
$61.8K - $66.8K
|
497
$54K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-646- 6.74% |
$58.1K - $62.8K
|
8.94K
$972K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-625- 23.19% |
$56.3K - $60.8K
|
2.07K
$225K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-620- 7.58% |
$55.8K - $60.3K
|
7.56K
$821K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-361- 11.04% |
$32.5K - $35.1K
|
2.91K
$316K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-350Closed |
$31.5K - $34.1K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-347- 13.01% |
$31.2K - $33.8K
|
2.32K
$252K
|