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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-224- 9.2% |
$22.2K - $24.5K
|
2.21K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 46.51% |
$9.91K - $10.9K
|
115
$12.4K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-65- 1.6% |
$6.44K - $7.1K
|
4K
$431K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-64- 19.45% |
$6.34K - $6.99K
|
265
$28.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-52- 6.08% |
$5.16K - $5.68K
|
803
$86.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 35.25% |
$4.26K - $4.69K
|
79
$8.51K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-40- 65.57% |
$3.97K - $4.37K
|
21
$2.26K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.74% |
$3.87K - $4.26K
|
5.24K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-31- 37.8% |
$3.07K - $3.38K
|
51
$5.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-31- 1.38% |
$3.07K - $3.38K
|
2.22K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-28- 80.0% |
$2.78K - $3.06K
|
7
$754
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-21- 0.97% |
$2.08K - $2.29K
|
2.14K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-20- 0.34% |
$1.98K - $2.18K
|
5.78K
$623K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-20- 0.79% |
$1.98K - $2.18K
|
2.51K
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 18.06% |
$1.29K - $1.42K
|
59
$6.36K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-10- 0.08% |
$991 - $1.09K
|
12.1K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 1.56% |
$397 - $437
|
253
$27.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3- 0.86% |
$297 - $328
|
345
$37.2K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22.9K- 1.49% |
$2.29M - $2.47M
|
1.52M
$163M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.5K- 2.74% |
$251K - $270K
|
88.8K
$9.57M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-804- 32.94% |
$80.5K - $86.7K
|
1.64K
$176K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-613- 95.93% |
$61.4K - $66.1K
|
26
$2.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 7.03% |
$15K - $16.2K
|
1.99K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 62.05% |
$13.9K - $15K
|
85
$9.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-104- 2.46% |
$10.4K - $11.2K
|
4.13K
$445K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-55- 31.43% |
$5.51K - $5.93K
|
120
$12.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-48- 50.53% |
$4.81K - $5.18K
|
47
$5.06K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-39- 50.65% |
$3.91K - $4.21K
|
38
$4.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4- 17.39% |
$401 - $432
|
19
$2.05K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.34K- 20.57% |
$720K - $795K
|
28.3K
$3.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.65K- 14.2% |
$555K - $612K
|
34.1K
$3.68M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.49K- 26.02% |
$539K - $594K
|
15.6K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.85K- 4.24% |
$280K - $309K
|
64.3K
$6.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.78K- 52.59% |
$272K - $301K
|
2.5K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.6K- 26.45% |
$157K - $174K
|
4.46K
$480K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.6K- 94.12% |
$157K - $173K
|
100
$10.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 3.12% |
$116K - $128K
|
36.7K
$3.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.12K- 55.45% |
$109K - $121K
|
896
$96.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-835- 5.44% |
$82K - $90.4K
|
14.5K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-808- 30.27% |
$79.3K - $87.5K
|
1.86K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-256- 10.26% |
$25.1K - $27.7K
|
2.24K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-153- 5.93% |
$15K - $16.6K
|
2.43K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-105- 4.25% |
$10.3K - $11.4K
|
2.36K
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 4.25% |
$10.3K - $11.4K
|
2.36K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-89- 57.79% |
$8.74K - $9.64K
|
65
$7K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-88- 3.12% |
$8.64K - $9.53K
|
2.74K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-67- 1.97% |
$6.58K - $7.26K
|
3.33K
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 50.0% |
$5.89K - $6.5K
|
60
$6.47K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-53- 0.23% |
$5.2K - $5.74K
|
23.4K
$2.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-40- 36.04% |
$3.93K - $4.33K
|
71
$7.65K
|
|