Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
80+ 0.78% |
$7.93K - $8.73K
|
10.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
72+ 2.16% |
$7.14K - $7.86K
|
3.41K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 205.88% |
$6.94K - $7.64K
|
104
$11.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 1.22% |
$6.74K - $7.42K
|
5.66K
$605K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
61+ 0.53% |
$6.05K - $6.66K
|
11.6K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59New |
$5.85K - $6.44K
|
59
$6.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54+ 1.28% |
$5.35K - $5.9K
|
4.27K
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 3.42% |
$4.16K - $4.59K
|
1.27K
$136K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
39+ 0.22% |
$3.87K - $4.26K
|
17.8K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38New |
$3.77K - $4.15K
|
38
$4.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
37New |
$3.67K - $4.04K
|
37
$3.96K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 2.52% |
$3.17K - $3.49K
|
1.3K
$139K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24New |
$2.38K - $2.62K
|
24
$2.57K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
24+ 0.75% |
$2.38K - $2.62K
|
3.21K
$343K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
24+ 0.62% |
$2.38K - $2.62K
|
3.9K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
23+ 0.54% |
$2.28K - $2.51K
|
4.31K
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
20+ 0.79% |
$1.98K - $2.18K
|
2.54K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
19+ 0.35% |
$1.88K - $2.07K
|
5.46K
$584K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
18+ 0.72% |
$1.78K - $1.97K
|
2.5K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 0.49% |
$1.59K - $1.75K
|
3.3K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.49% |
$1.19K - $1.31K
|
2.46K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$991 - $1.09K
|
10
$1.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 0.05% |
$694 - $764
|
14.9K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$595 - $655
|
5.63K
$602K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.23% |
$496 - $546
|
2.16K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.09% |
$496 - $546
|
5.47K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.86% |
$397 - $437
|
470
$50.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.74% |
$397 - $437
|
541
$57.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3+ 0.07% |
$297 - $328
|
4.42K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.07% |
$297 - $328
|
4.16K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$297 - $328
|
2.95K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.05% |
$198 - $218
|
4.12K
$441K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 2.7% |
$198 - $218
|
76
$8.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.01% |
$198 - $218
|
38.6K
$4.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.68% |
$198 - $218
|
296
$31.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.61% |
$99.1 - $109
|
164
$17.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1New |
$99.1 - $109
|
1
$107
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.44% |
$99.1 - $109
|
229
$24.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$99.1 - $109
|
248
$26.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.53% |
$99.1 - $109
|
191
$20.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$99.1 - $109
|
7.01K
$750K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.04% |
$99.1 - $109
|
2.77K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 0.03% |
$99.1 - $109
|
3.37K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.13% |
$99.1 - $109
|
766
$82K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2- 0.08% |
$198 - $218
|
2.58K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.02% |
$198 - $218
|
10.5K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3- 0.86% |
$297 - $328
|
345
$36.9K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3- 0.12% |
$297 - $328
|
2.56K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 1.56% |
$397 - $437
|
253
$27.1K
|