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 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
21New |
$1.74K - $2.06K
|
21
$2.25K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.31% |
$1.66K - $1.96K
|
6.42K
$688K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
19+ 0.59% |
$1.58K - $1.86K
|
3.26K
$350K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18New |
$1.49K - $1.76K
|
18
$1.93K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17+ 0.51% |
$1.41K - $1.66K
|
3.36K
$360K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14New |
$1.16K - $1.37K
|
14
$1.5K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.42% |
$1.16K - $1.37K
|
3.34K
$358K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13New |
$1.08K - $1.27K
|
13
$1.39K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.48% |
$996 - $1.17K
|
2.5K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 3.36% |
$913 - $1.08K
|
338
$36.2K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 1.78% |
$747 - $881
|
516
$55.3K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 1.82% |
$664 - $783
|
448
$48K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 1.84% |
$415 - $489
|
277
$29.7K
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.02% |
$166 - $196
|
8.77K
$939K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 4.76% |
$83 - $97.9
|
22
$2.36K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4Closed |
$332 - $392
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-22- 28.95% |
$1.83K - $2.15K
|
54
$5.79K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 96.0% |
$1.99K - $2.35K
|
1
$107
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-26- 40.0% |
$2.16K - $2.55K
|
39
$4.18K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-29- 0.79% |
$2.41K - $2.84K
|
3.63K
$389K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-30- 62.5% |
$2.49K - $2.94K
|
18
$1.93K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-30- 20.0% |
$2.49K - $2.94K
|
120
$12.9K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-35- 3.4% |
$2.9K - $3.43K
|
994
$107K
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-39- 0.7% |
$3.24K - $3.82K
|
5.51K
$590K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 0.64% |
$3.73K - $4.41K
|
6.94K
$743K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-50- 0.18% |
$4.15K - $4.89K
|
27.6K
$2.96M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-59- 0.52% |
$4.9K - $5.78K
|
11.3K
$1.21M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-60- 5.37% |
$4.98K - $5.87K
|
1.06K
$113K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-64- 98.46% |
$5.31K - $6.26K
|
1
$107
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-64- 0.56% |
$5.31K - $6.26K
|
11.3K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-68- 66.67% |
$5.64K - $6.66K
|
34
$3.64K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-76- 3.11% |
$6.31K - $7.44K
|
2.37K
$254K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-76- 1.34% |
$6.31K - $7.44K
|
5.59K
$599K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-100- 1.99% |
$8.3K - $9.79K
|
4.92K
$528K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 17.56% |
$8.46K - $9.98K
|
479
$51.3K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-108- 0.49% |
$8.96K - $10.6K
|
22.1K
$2.37M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-119- 2.43% |
$9.87K - $11.6K
|
4.77K
$511K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-119- 2.85% |
$9.87K - $11.6K
|
4.05K
$434K
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-120- 10.91% |
$9.96K - $11.7K
|
980
$105K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-125- 53.65% |
$10.4K - $12.2K
|
108
$11.6K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.56% |
$11K - $13K
|
8.42K
$902K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-133- 16.08% |
$11K - $13K
|
694
$74.4K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-140- 0.17% |
$11.6K - $13.7K
|
81.1K
$8.69M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-142- 40.69% |
$11.8K - $13.9K
|
207
$22.2K
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-154- 1.22% |
$12.8K - $15.1K
|
12.5K
$1.34M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-162- 75.7% |
$13.4K - $15.9K
|
52
$5.57K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-170- 59.44% |
$14.1K - $16.6K
|
116
$12.4K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-177- 20.23% |
$14.7K - $17.3K
|
698
$74.8K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-179- 87.75% |
$14.9K - $17.5K
|
25
$2.68K
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-181- 3.74% |
$15K - $17.7K
|
4.67K
$500K
|