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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-160- 3.29% |
$14.4K - $15.6K
|
4.71K
$572K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-111- 4.52% |
$9.99K - $10.8K
|
2.34K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-107- 3.67% |
$9.63K - $10.4K
|
2.81K
$342K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-29- 67.44% |
$2.61K - $2.82K
|
14
$1.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-17- 1.18% |
$1.53K - $1.65K
|
1.43K
$174K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8- 61.54% |
$720 - $778
|
5
$608
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 2.21% |
$450 - $486
|
221
$26.9K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-99.5K- 74.08% |
$8.72M - $9.36M
|
34.8K
$4.23M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-15.5K- 54.33% |
$1.36M - $1.46M
|
13.1K
$1.59M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-15.5K- 54.33% |
$1.36M - $1.46M
|
13.1K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.62K- 64.07% |
$405K - $435K
|
2.59K
$315K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.3K- 48.25% |
$202K - $217K
|
2.47K
$300K
|
|
|
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
$285K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.62K- 32.44% |
$142K - $152K
|
3.37K
$410K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-500- 14.71% |
$43.9K - $47.1K
|
2.9K
$353K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-305- 11.72% |
$26.8K - $28.7K
|
2.3K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-284- 10.88% |
$24.9K - $26.7K
|
2.33K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-250- 5.14% |
$21.9K - $23.5K
|
4.62K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-111- 5.13% |
$9.74K - $10.4K
|
2.05K
$250K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56- 1.95% |
$4.91K - $5.27K
|
2.82K
$342K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 6.15% |
$3.25K - $3.48K
|
565
$68.7K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-397K- 98.92% |
$34.9M - $39.5M
|
4.33K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-30.8K- 34.75% |
$2.71M - $3.07M
|
57.9K
$7.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-17K- 78.59% |
$1.5M - $1.7M
|
4.64K
$565K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.3K- 82.29% |
$904K - $1.02M
|
2.21K
$269K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.83K- 56.91% |
$337K - $381K
|
2.9K
$353K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.79K- 17.55% |
$245K - $277K
|
13.1K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.95K- 32.34% |
$172K - $194K
|
4.08K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.04K- 28.19% |
$91.7K - $104K
|
2.65K
$323K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-999- 15.87% |
$88K - $99.4K
|
5.3K
$644K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-669Closed |
$58.9K - $66.6K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-308- 21.92% |
$27.1K - $30.7K
|
1.1K
$133K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-278- 6.06% |
$24.5K - $27.7K
|
4.31K
$525K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-116- 10.52% |
$10.2K - $11.5K
|
987
$120K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-55- 67.9% |
$4.84K - $5.47K
|
26
$3.16K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-39- 0.36% |
$3.43K - $3.88K
|
10.7K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 1.22% |
$2.55K - $2.89K
|
2.34K
$285K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18- 46.15% |
$1.59K - $1.79K
|
21
$2.55K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14Closed |
$1.23K - $1.39K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-10- 0.6% |
$881 - $995
|
1.67K
$203K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 8.47% |
$881 - $995
|
108
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-9- 17.31% |
$793 - $896
|
43
$5.23K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8- 57.14% |
$704 - $796
|
6
$730
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.41M- 79.13% |
$283M - $334M
|
900K
$109M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.04K- 57.23% |
$584K - $689K
|
5.26K
$640K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.23KClosed |
$268K - $316K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3.01KClosed |
$250K - $295K
|
0
$0
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.63KClosed |
$218K - $257K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.59K- 33.51% |
$132K - $155K
|
3.15K
$383K
|
|