Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA VALUE FACTOR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25.5K+ 1.25% |
$2.57M - $2.93M
|
2.07M
$230M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 66.14% |
$2.51M - $2.87M
|
62.8K
$6.97M
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
21.6K+ 114.77% |
$2.17M - $2.48M
|
40.4K
$4.49M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
21.4K+ 6.48% |
$2.15M - $2.46M
|
352K
$39M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
21K+ 57.75% |
$2.11M - $2.41M
|
57.4K
$6.37M
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
19.8KNew |
$1.99M - $2.27M
|
19.8K
$2.19M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18.3KNew |
$1.84M - $2.1M
|
18.3K
$2.03M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18.1K+ 1515.97% |
$1.82M - $2.08M
|
19.3K
$2.15M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
16.5K+ 46.84% |
$1.66M - $1.89M
|
51.7K
$5.74M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
16.4K+ 13.14% |
$1.65M - $1.88M
|
141K
$15.6M
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15.1K+ 29.31% |
$1.52M - $1.74M
|
66.7K
$7.41M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
14.9K+ 2.58% |
$1.5M - $1.71M
|
592K
$65.7M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
13.3K+ 53.49% |
$1.33M - $1.52M
|
38K
$4.22M
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$1.33M - $1.51M
|
13.2K
$1.46M
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
13K+ 4.74% |
$1.31M - $1.5M
|
288K
$32M
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.3M - $1.49M
|
12.9K
$1.44M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12.7K+ 376.32% |
$1.27M - $1.46M
|
16K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12.4KNew |
$1.25M - $1.43M
|
12.4K
$1.38M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$1.24M - $1.42M
|
12.4K
$1.37M
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
11.3K+ 292.88% |
$1.14M - $1.3M
|
15.2K
$1.68M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.2K+ 29.37% |
$1.13M - $1.29M
|
49.4K
$5.48M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.8K+ 286.31% |
$1.09M - $1.24M
|
14.6K
$1.62M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 14.08% |
$1.07M - $1.22M
|
86K
$9.55M
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
9.88K+ 110.3% |
$994K - $1.14M
|
18.8K
$2.09M
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
9.48K+ 120.45% |
$953K - $1.09M
|
17.4K
$1.93M
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.35K+ 15.94% |
$940K - $1.07M
|
68K
$7.55M
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.42K+ 19.2% |
$847K - $968K
|
52.3K
$5.81M
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
7.97K+ 4.55% |
$802K - $916K
|
183K
$20.4M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.18KNew |
$722K - $825K
|
7.18K
$797K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.6KNew |
$664K - $759K
|
6.6K
$733K
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.4K+ 7.39% |
$643K - $735K
|
92.9K
$10.3M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.25KNew |
$628K - $718K
|
6.25K
$694K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.09K+ 19.32% |
$613K - $700K
|
37.6K
$4.18M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.01KNew |
$605K - $691K
|
6.01K
$668K
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6KNew |
$603K - $690K
|
6K
$666K
|
|
May 16, 2022
Q1 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
5.91KNew |
$594K - $679K
|
5.91K
$656K
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.8K+ 6.33% |
$583K - $666K
|
97.4K
$10.8M
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.7K+ 15.79% |
$573K - $655K
|
41.8K
$4.64M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.66K+ 0.58% |
$569K - $651K
|
979K
$109M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5.56K+ 4.43% |
$559K - $638K
|
131K
$14.5M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.48KNew |
$551K - $630K
|
5.48K
$608K
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.11K+ 14.14% |
$513K - $587K
|
41.2K
$4.57M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.93K+ 17.04% |
$496K - $566K
|
33.9K
$3.76M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.92K+ 39.94% |
$495K - $566K
|
17.3K
$1.92M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
4.78KNew |
$481K - $549K
|
4.78K
$531K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.66K+ 106.98% |
$469K - $536K
|
9.02K
$1M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.6KNew |
$463K - $529K
|
4.6K
$511K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.4KNew |
$443K - $506K
|
4.4K
$489K
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.07K+ 1.9% |
$409K - $467K
|
218K
$24.2M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.04KNew |
$406K - $464K
|
4.04K
$449K
|