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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.43K- 78.99% |
$118K - $139K
|
379
$46.1K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-800- 34.17% |
$66.4K - $78.3K
|
1.54K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-788- 4.33% |
$65.4K - $77.1K
|
17.4K
$2.12M
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-787- 23.16% |
$65.3K - $77K
|
2.61K
$318K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-401- 13.54% |
$33.3K - $39.3K
|
2.56K
$312K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-400- 7.27% |
$33.2K - $39.2K
|
5.1K
$620K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-179- 87.75% |
$14.9K - $17.5K
|
25
$3.04K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 0.64% |
$3.73K - $4.41K
|
6.94K
$844K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-30- 62.5% |
$2.49K - $2.94K
|
18
$2.19K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4Closed |
$332 - $392
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-750K- 93.61% |
$61.4M - $74.5M
|
51.2K
$6.23M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-35.5K- 88.79% |
$2.91M - $3.53M
|
4.49K
$546K
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-26.1K- 26.96% |
$2.14M - $2.59M
|
70.7K
$8.6M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-25.3KClosed |
$2.07M - $2.51M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-23.6K- 6.23% |
$1.94M - $2.35M
|
356K
$43.3M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.8K- 62.59% |
$1.86M - $2.26M
|
13.6K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15.8K- 84.51% |
$1.29M - $1.57M
|
2.89K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.6K- 39.62% |
$864K - $1.05M
|
16.1K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9.93K- 64.36% |
$813K - $986K
|
5.5K
$669K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-7K- 62.13% |
$573K - $695K
|
4.27K
$519K
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.31K- 54.39% |
$434K - $527K
|
4.45K
$541K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.66K- 38.04% |
$300K - $364K
|
5.97K
$726K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-3.22K- 68.45% |
$263K - $320K
|
1.48K
$180K
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.2KClosed |
$180K - $218K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-1.67K- 34.23% |
$137K - $166K
|
3.21K
$390K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-846- 67.36% |
$69.3K - $84.1K
|
410
$49.9K
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-672- 19.28% |
$55K - $66.8K
|
2.81K
$342K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-570- 11.01% |
$46.7K - $56.6K
|
4.61K
$560K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-406- 12.28% |
$33.2K - $40.3K
|
2.9K
$353K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 96.15% |
$4.09K - $4.97K
|
2
$243
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-43Closed |
$3.52K - $4.27K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-37- 1.14% |
$3.03K - $3.68K
|
3.21K
$390K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18- 16.82% |
$1.47K - $1.79K
|
89
$10.8K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-17- 15.6% |
$1.39K - $1.69K
|
92
$11.2K
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3- 0.05% |
$246 - $298
|
5.72K
$696K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-110KClosed |
$9.73M - $11.6M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-63.6KClosed |
$5.62M - $6.73M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-52.8KClosed |
$4.67M - $5.59M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-52.3KClosed |
$4.62M - $5.53M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-42.2K- 35.19% |
$3.73M - $4.46M
|
77.7K
$9.45M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-39.2KClosed |
$3.46M - $4.15M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37.9KClosed |
$3.35M - $4.01M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-37.5KClosed |
$3.32M - $3.97M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-33.8KClosed |
$2.99M - $3.58M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-31.6KClosed |
$2.79M - $3.34M
|
0
$0
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-28.3KClosed |
$2.5M - $3M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-27.9KClosed |
$2.47M - $2.95M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-27.6KClosed |
$2.44M - $2.92M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-26.8K- 74.12% |
$2.37M - $2.84M
|
9.36K
$1.14M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-26K- 92.11% |
$2.3M - $2.75M
|
2.23K
$271K
|