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 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
$245K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-200- 51.28% |
$18K - $19.5K
|
190
$20.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-179- 3.53% |
$16.1K - $17.4K
|
4.89K
$516K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-160- 3.29% |
$14.4K - $15.6K
|
4.71K
$497K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-111- 4.52% |
$9.99K - $10.8K
|
2.34K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-107- 3.67% |
$9.63K - $10.4K
|
2.81K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-64- 0.56% |
$5.76K - $6.23K
|
11.4K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-29- 67.44% |
$2.61K - $2.82K
|
14
$1.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-17- 1.18% |
$1.53K - $1.65K
|
1.43K
$151K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-10- 0.24% |
$900 - $973
|
4.2K
$444K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8- 61.54% |
$720 - $778
|
5
$528
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 2.21% |
$450 - $486
|
221
$23.3K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-99.5K- 74.08% |
$8.72M - $9.36M
|
34.8K
$3.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-44K- 54.23% |
$3.86M - $4.14M
|
37.1K
$3.92M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-15.5K- 54.33% |
$1.36M - $1.46M
|
13.1K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-15.5K- 54.33% |
$1.36M - $1.46M
|
13.1K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.62K- 64.07% |
$405K - $435K
|
2.59K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.3K- 48.25% |
$202K - $217K
|
2.47K
$261K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.18KClosed |
$192K - $206K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 47.09% |
$183K - $196K
|
2.34K
$247K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.62K- 32.44% |
$142K - $152K
|
3.37K
$356K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-557- 20.69% |
$48.9K - $52.4K
|
2.14K
$225K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-500- 14.71% |
$43.9K - $47.1K
|
2.9K
$306K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-305- 11.72% |
$26.8K - $28.7K
|
2.3K
$243K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-284- 10.88% |
$24.9K - $26.7K
|
2.33K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-250- 5.14% |
$21.9K - $23.5K
|
4.62K
$487K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-233- 87.59% |
$20.4K - $21.9K
|
33
$3.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-111- 5.13% |
$9.74K - $10.4K
|
2.05K
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56- 1.95% |
$4.91K - $5.27K
|
2.82K
$297K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 6.15% |
$3.25K - $3.48K
|
565
$59.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 49.3% |
$3.07K - $3.29K
|
36
$3.8K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 1.11% |
$439 - $471
|
447
$47.2K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-397K- 98.92% |
$34.9M - $39.5M
|
4.33K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-30.8K- 34.75% |
$2.71M - $3.07M
|
57.9K
$6.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-17K- 78.59% |
$1.5M - $1.7M
|
4.64K
$490K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.3K- 82.29% |
$904K - $1.02M
|
2.21K
$233K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.83K- 56.91% |
$337K - $381K
|
2.9K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3.67K- 15.52% |
$323K - $366K
|
20K
$2.11M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.79K- 17.55% |
$245K - $277K
|
13.1K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.95K- 32.34% |
$172K - $194K
|
4.08K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.04K- 28.19% |
$91.7K - $104K
|
2.65K
$280K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 30.74% |
$89.2K - $101K
|
2.28K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 15.87% |
$88K - $99.4K
|
5.3K
$559K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-669Closed |
$58.9K - $66.6K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-562- 20.15% |
$49.5K - $55.9K
|
2.23K
$235K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-308- 21.92% |
$27.1K - $30.7K
|
1.1K
$116K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-278- 6.06% |
$24.5K - $27.7K
|
4.31K
$455K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-116- 10.52% |
$10.2K - $11.5K
|
987
$104K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-55- 67.9% |
$4.84K - $5.47K
|
26
$2.74K
|
|