Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2025. 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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 0.64% |
$273K - $296K
|
411K
$47.2M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.5K+ 18.8% |
$263K - $284K
|
15.8K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 2.8% |
$253K - $274K
|
88.3K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.27KNew |
$238K - $258K
|
2.27K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.27K+ 49.79% |
$238K - $258K
|
6.82K
$784K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$231K - $250K
|
2.2K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.2K+ 8.74% |
$230K - $249K
|
27.3K
$3.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.14KNew |
$225K - $243K
|
2.14K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.07K+ 9.08% |
$217K - $235K
|
24.9K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.04K+ 96.87% |
$214K - $232K
|
4.15K
$476K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.03K+ 12.85% |
$213K - $230K
|
17.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.95KNew |
$204K - $221K
|
1.95K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 2.32% |
$196K - $212K
|
82.3K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.82K+ 48.48% |
$191K - $207K
|
5.59K
$642K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 32.95% |
$177K - $192K
|
6.81K
$782K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 64.59% |
$175K - $190K
|
4.26K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.6K+ 23.2% |
$168K - $182K
|
8.5K
$976K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.6K+ 25.5% |
$168K - $181K
|
7.87K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.56K+ 0.94% |
$164K - $178K
|
169K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$162K - $175K
|
1.54K
$177K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.41K+ 36.28% |
$148K - $160K
|
5.29K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 46.52% |
$140K - $152K
|
4.21K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
978+ 3.91% |
$103K - $111K
|
26K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
874+ 153.06% |
$91.7K - $99.3K
|
1.45K
$166K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
767+ 8.85% |
$80.5K - $87.1K
|
9.43K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
757+ 5.92% |
$79.4K - $86K
|
13.5K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
738+ 10.66% |
$77.4K - $83.8K
|
7.66K
$880K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
735+ 7.4% |
$77.1K - $83.5K
|
10.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
702+ 401.14% |
$73.6K - $79.7K
|
877
$101K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
698+ 17.85% |
$73.2K - $79.3K
|
4.61K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
675+ 29.12% |
$70.8K - $76.7K
|
2.99K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
643+ 23.1% |
$67.4K - $73K
|
3.43K
$394K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
573+ 0.9% |
$60.1K - $65.1K
|
63.9K
$7.34M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
536+ 24.69% |
$56.2K - $60.9K
|
2.71K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
536New |
$56.2K - $60.9K
|
536
$61.6K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
484New |
$50.8K - $55K
|
484
$55.6K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
458New |
$48K - $52K
|
458
$52.6K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
440+ 0.18% |
$46.2K - $50K
|
250K
$28.7M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
435New |
$45.6K - $49.4K
|
435
$50K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
429+ 12.95% |
$45K - $48.7K
|
3.74K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
373+ 8.44% |
$39.1K - $42.4K
|
4.8K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
316New |
$33.1K - $35.9K
|
316
$36.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
315+ 48.99% |
$33K - $35.8K
|
958
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300+ 147.78% |
$31.5K - $34.1K
|
503
$57.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
259+ 164.97% |
$27.2K - $29.4K
|
416
$47.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
246+ 1.37% |
$25.8K - $27.9K
|
18.3K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
242+ 0.63% |
$25.4K - $27.5K
|
38.4K
$4.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
219+ 6.66% |
$23K - $24.9K
|
3.51K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
195+ 7.15% |
$20.5K - $22.1K
|
2.92K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192New |
$20.1K - $21.8K
|
192
$22.1K
|