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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.1K- 6.01% |
$116K - $125K
|
17.2K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.11K- 5.23% |
$116K - $126K
|
20.1K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.14K- 10.95% |
$120K - $130K
|
9.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.15K- 14.37% |
$120K - $130K
|
6.84K
$785K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32K- 17.71% |
$138K - $150K
|
6.13K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-1.35K- 27.3% |
$142K - $153K
|
3.6K
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.42K- 37.79% |
$149K - $162K
|
2.34K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.43K- 32.37% |
$150K - $162K
|
2.99K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.46K- 15.55% |
$153K - $165K
|
7.91K
$909K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.5K- 20.34% |
$157K - $170K
|
5.86K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.7K- 11.68% |
$179K - $194K
|
12.9K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.85K- 8.96% |
$194K - $210K
|
18.8K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 12.27% |
$201K - $217K
|
13.7K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 64.7% |
$201K - $218K
|
1.05K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.98K- 14.14% |
$208K - $225K
|
12K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.99K- 1.07% |
$209K - $226K
|
185K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.06K- 25.64% |
$216K - $234K
|
5.98K
$687K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.07K- 49.95% |
$217K - $235K
|
2.08K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 4.65% |
$232K - $252K
|
45.4K
$5.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.32K- 3.01% |
$244K - $264K
|
74.9K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.5K- 11.01% |
$262K - $283K
|
20.2K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.81K- 23.7% |
$295K - $319K
|
9.05K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.89K- 1.09% |
$303K - $329K
|
261K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.98K- 18.79% |
$312K - $338K
|
12.9K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.54K- 20.4% |
$372K - $402K
|
13.8K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.62K- 98.47% |
$379K - $411K
|
56
$6.43K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.13K- 8.45% |
$434K - $469K
|
44.8K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.46K- 65.03% |
$468K - $507K
|
2.4K
$276K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 7.67% |
$472K - $511K
|
54.2K
$6.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.99K- 9.13% |
$523K - $567K
|
49.6K
$5.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5K- 4.89% |
$524K - $567K
|
97.2K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.07K- 10.72% |
$531K - $575K
|
42.2K
$4.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-5.28K- 35.17% |
$554K - $600K
|
9.73K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.32K- 16.14% |
$558K - $604K
|
27.6K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.92K- 24.69% |
$620K - $672K
|
18K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.63K- 12.53% |
$696K - $753K
|
46.3K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.16K- 17.87% |
$751K - $813K
|
32.9K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.14K- 99.06% |
$853K - $924K
|
77
$8.85K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.25K- 22.95% |
$866K - $937K
|
27.7K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.52K- 1.13% |
$893K - $967K
|
748K
$85.9M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.9K- 36.89% |
$934K - $1.01M
|
15.2K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11K- 0.6% |
$1.15M - $1.25M
|
1.83M
$211M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 18.41% |
$1.26M - $1.37M
|
53.3K
$6.12M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-12.4K- 17.04% |
$1.3M - $1.41M
|
60.3K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.7K- 43.77% |
$1.44M - $1.56M
|
17.6K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-14.7K- 33.63% |
$1.54M - $1.67M
|
29.1K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 23.08% |
$1.57M - $1.7M
|
50K
$5.74M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.8K- 3.12% |
$1.97M - $2.13M
|
583K
$67M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-21.8K- 86.16% |
$2.28M - $2.47M
|
3.5K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.6K- 24.39% |
$2.38M - $2.57M
|
70.2K
$8.06M
|