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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-201- 6.95% |
$21.1K - $22.8K
|
2.69K
$309K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-207- 1.54% |
$21.7K - $23.5K
|
13.3K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-208- 8.79% |
$21.8K - $23.6K
|
2.16K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-213- 3.04% |
$22.3K - $24.2K
|
6.8K
$781K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-255- 4.61% |
$26.7K - $29K
|
5.28K
$607K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-279- 2.41% |
$29.3K - $31.7K
|
11.3K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-280- 11.47% |
$29.4K - $31.8K
|
2.16K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-288- 2.07% |
$30.2K - $32.7K
|
13.6K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-302- 3.75% |
$31.7K - $34.3K
|
7.76K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-310- 0.56% |
$32.5K - $35.2K
|
55.1K
$6.34M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-319- 4.76% |
$33.5K - $36.2K
|
6.38K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-333- 10.81% |
$34.9K - $37.8K
|
2.75K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-345- 3.63% |
$36.2K - $39.2K
|
9.16K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-364- 5.94% |
$38.2K - $41.3K
|
5.77K
$663K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-373- 2.06% |
$39.1K - $42.4K
|
17.7K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-383- 1.16% |
$40.2K - $43.5K
|
32.6K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-427- 3.33% |
$44.8K - $48.5K
|
12.4K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-429- 1.85% |
$45K - $48.7K
|
22.7K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-438- 1.69% |
$45.9K - $49.7K
|
25.5K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-446Closed |
$46.8K - $50.6K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-466- 3.04% |
$48.9K - $52.9K
|
14.9K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-471- 4.08% |
$49.4K - $53.5K
|
11.1K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-494- 14.63% |
$51.8K - $56.1K
|
2.88K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 1.74% |
$52.4K - $56.8K
|
28.2K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-522- 19.03% |
$54.8K - $59.3K
|
2.22K
$255K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-535- 4.98% |
$56.1K - $60.8K
|
10.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-537- 2.02% |
$56.3K - $61K
|
26.1K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-559- 1.8% |
$58.6K - $63.5K
|
30.5K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-569- 1.57% |
$59.7K - $64.6K
|
35.6K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 3.4% |
$62.9K - $68.1K
|
17K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-631- 7.69% |
$66.2K - $71.7K
|
7.57K
$870K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-640- 16.7% |
$67.1K - $72.7K
|
3.19K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-647- 3.84% |
$67.9K - $73.5K
|
16.2K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-660- 1.7% |
$69.2K - $74.9K
|
38.1K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-696- 12.37% |
$73K - $79K
|
4.93K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 9.5% |
$73.2K - $79.3K
|
6.65K
$764K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-718- 12.98% |
$75.3K - $81.5K
|
4.81K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-759- 7.69% |
$79.6K - $86.2K
|
9.11K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-776- 6.35% |
$81.4K - $88.1K
|
11.4K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-781- 1.59% |
$81.9K - $88.7K
|
48.4K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-817- 2.47% |
$85.7K - $92.8K
|
32.3K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-831- 10.66% |
$87.2K - $94.4K
|
6.96K
$800K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-855- 8.09% |
$89.7K - $97.1K
|
9.72K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-863- 10.97% |
$90.5K - $98K
|
7.01K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-868- 28.05% |
$91K - $98.6K
|
2.23K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-889- 11.69% |
$93.2K - $101K
|
6.72K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-959- 6.56% |
$101K - $109K
|
13.7K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-985- 6.15% |
$103K - $112K
|
15K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.02K- 14.46% |
$107K - $115K
|
6.02K
$691K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 94.64% |
$115K - $124K
|
62
$7.12K
|