Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
56.2KNew |
$5.25M - $6.36M
|
56.2K
$6.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.9K+ 3.52% |
$458K - $554K
|
144K
$16.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.57KNew |
$334K - $404K
|
3.57K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.94KNew |
$274K - $332K
|
2.94K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.72% |
$116K - $141K
|
173K
$19.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$104K - $126K
|
1.12K
$128K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
399+ 0.62% |
$37.3K - $45.2K
|
64.3K
$7.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
390+ 0.88% |
$36.5K - $44.2K
|
44.6K
$5.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
172+ 4.25% |
$16.1K - $19.5K
|
4.22K
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
144+ 0.38% |
$13.5K - $16.3K
|
38.3K
$4.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
143+ 2.4% |
$13.4K - $16.2K
|
6.11K
$701K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
137+ 6.23% |
$12.8K - $15.5K
|
2.34K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
120New |
$11.2K - $13.6K
|
120
$13.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
105New |
$9.82K - $11.9K
|
105
$12.1K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
103+ 2.75% |
$9.63K - $11.7K
|
3.84K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72New |
$6.73K - $8.15K
|
72
$8.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 137.14% |
$4.49K - $5.43K
|
83
$9.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 0.7% |
$1.68K - $2.04K
|
2.6K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
15+ 0.11% |
$1.4K - $1.7K
|
13.8K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.09% |
$468 - $566
|
5.48K
$629K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.0% |
$468 - $566
|
130
$14.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.68% |
$93.5 - $113
|
149
$17.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-27- 13.92% |
$2.52K - $3.06K
|
167
$19.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-31- 6.5% |
$2.9K - $3.51K
|
446
$51.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48- 8.96% |
$4.49K - $5.43K
|
488
$56.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-188- 1.99% |
$17.6K - $21.3K
|
9.24K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-233- 4.73% |
$21.8K - $26.4K
|
4.7K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-302- 2.23% |
$28.2K - $34.2K
|
13.3K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-446- 1.84% |
$41.7K - $50.5K
|
23.8K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.3K- 13.48% |
$122K - $147K
|
8.35K
$959K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.02K- 39.5% |
$189K - $229K
|
3.1K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.58K- 12.93% |
$334K - $405K
|
24.1K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.59K- 32.09% |
$335K - $406K
|
7.59K
$872K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.5K- 17.52% |
$888K - $1.07M
|
44.7K
$5.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-45.4K- 14.74% |
$4.24M - $5.14M
|
262K
$30.1M
|