Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-246- 6.13% |
$25.6K - $28.4K
|
3.77K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-270- 4.58% |
$28.1K - $31.2K
|
5.63K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-326- 72.44% |
$33.9K - $37.6K
|
124
$13.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-333- 9.24% |
$34.6K - $38.4K
|
3.27K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-335- 6.14% |
$34.8K - $38.7K
|
5.12K
$562K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-342- 15.09% |
$35.6K - $39.5K
|
1.92K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-355- 2.2% |
$36.9K - $41K
|
15.8K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-536- 16.35% |
$55.7K - $61.8K
|
2.74K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-552- 13.07% |
$57.4K - $63.7K
|
3.67K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-574- 64.79% |
$59.7K - $66.2K
|
312
$34.2K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-584- 14.99% |
$60.7K - $67.4K
|
3.31K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-600- 78.43% |
$62.4K - $69.2K
|
165
$18.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-634- 2.09% |
$65.9K - $73.2K
|
29.7K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-697- 22.77% |
$72.5K - $80.4K
|
2.36K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-747- 24.37% |
$77.7K - $86.2K
|
2.32K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-774- 8.96% |
$80.5K - $89.3K
|
7.87K
$863K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-920- 30.4% |
$95.7K - $106K
|
2.11K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-929- 3.71% |
$96.6K - $107K
|
24.1K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-990- 15.92% |
$103K - $114K
|
5.23K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.44K- 16.95% |
$149K - $166K
|
7.04K
$772K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 23.6% |
$157K - $174K
|
4.88K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.8K- 0.96% |
$187K - $208K
|
186K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.66K- 14.8% |
$277K - $307K
|
15.3K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.74K- 48.44% |
$285K - $316K
|
2.92K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.75K- 4.82% |
$286K - $318K
|
54.4K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.19K- 22.62% |
$332K - $368K
|
10.9K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.76K- 4.8% |
$391K - $434K
|
74.7K
$8.19M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.19K- 11.27% |
$435K - $483K
|
33K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.99K- 21.39% |
$519K - $576K
|
18.4K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.17K- 45.74% |
$538K - $596K
|
6.13K
$672K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.67K- 34.55% |
$589K - $654K
|
10.7K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.2K- 73.91% |
$853K - $946K
|
2.9K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.87K- 5.54% |
$1.03M - $1.14M
|
168K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 16.67% |
$1.35M - $1.5M
|
65K
$7.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
SELL
|
- |
-242K- 6.53% |
$25.1M - $27.9M
|
3.46M
$379M
|