Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
367+ 1.13% |
$30.5K - $35.9K
|
32.8K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
362New |
$30K - $35.4K
|
362
$38.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
338+ 2.34% |
$28K - $33.1K
|
14.8K
$1.58M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
319+ 3.77% |
$26.5K - $31.2K
|
8.78K
$941K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$26.1K - $30.7K
|
314
$33.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
304+ 1.15% |
$25.2K - $29.8K
|
26.7K
$2.86M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
283+ 21.99% |
$23.5K - $27.7K
|
1.57K
$168K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
278+ 868.75% |
$23.1K - $27.2K
|
310
$33.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
228+ 4.68% |
$18.9K - $22.3K
|
5.1K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
225+ 3.85% |
$18.7K - $22K
|
6.06K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
222+ 0.62% |
$18.4K - $21.7K
|
35.9K
$3.85M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
217+ 0.55% |
$18K - $21.2K
|
40K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
217+ 0.55% |
$18K - $21.2K
|
40K
$4.29M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
216+ 2.78% |
$17.9K - $21.1K
|
8K
$857K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
203New |
$16.8K - $19.9K
|
203
$21.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 1.66% |
$16.6K - $19.6K
|
12.2K
$1.31M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
185+ 2.25% |
$15.4K - $18.1K
|
8.4K
$901K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
156+ 2.13% |
$12.9K - $15.3K
|
7.47K
$800K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
150+ 5.36% |
$12.4K - $14.7K
|
2.95K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
149+ 2.57% |
$12.4K - $14.6K
|
5.96K
$638K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
147New |
$12.2K - $14.4K
|
147
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
132New |
$11K - $12.9K
|
132
$14.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
129New |
$10.7K - $12.6K
|
129
$13.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129New |
$10.7K - $12.6K
|
129
$13.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
118New |
$9.79K - $11.6K
|
118
$12.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
108+ 1.02% |
$8.96K - $10.6K
|
10.7K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
106+ 2.36% |
$8.8K - $10.4K
|
4.59K
$492K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
90+ 1.4% |
$7.47K - $8.81K
|
6.53K
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
89+ 809.09% |
$7.39K - $8.71K
|
100
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 2.67% |
$6.39K - $7.54K
|
2.96K
$317K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
76New |
$6.31K - $7.44K
|
76
$8.14K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
75+ 1.45% |
$6.22K - $7.34K
|
5.24K
$561K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
63+ 1.06% |
$5.23K - $6.17K
|
6.03K
$647K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
63New |
$5.23K - $6.17K
|
63
$6.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
61+ 2.31% |
$5.06K - $5.97K
|
2.7K
$289K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59New |
$4.9K - $5.78K
|
59
$6.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56+ 1.45% |
$4.65K - $5.48K
|
3.93K
$421K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
55+ 211.54% |
$4.56K - $5.38K
|
81
$8.68K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52New |
$4.31K - $5.09K
|
52
$5.57K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
48New |
$3.98K - $4.7K
|
48
$5.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$3.9K - $4.6K
|
47
$5.04K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
45+ 0.8% |
$3.73K - $4.41K
|
5.69K
$610K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40+ 2.19% |
$3.32K - $3.92K
|
1.87K
$200K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 17.86% |
$3.32K - $3.92K
|
264
$28.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37+ 0.76% |
$3.07K - $3.62K
|
4.92K
$527K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 483.33% |
$2.41K - $2.84K
|
35
$3.75K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
25+ 0.99% |
$2.07K - $2.45K
|
2.56K
$274K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$1.91K - $2.25K
|
23
$2.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
23+ 0.66% |
$1.91K - $2.25K
|
3.52K
$377K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.25K
|