Purchases and Sales Made in Q1 2021 in Ishares Msci Usa Value Factor (VLUE)

This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q1 2021. 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
May 14, 2021 Q1 2021	Tradition Wealth Management, LLC	BUY	-	497 + 2.31%	$42.8K - $51.9K	22K $2.45M
May 04, 2021 Q1 2021	Retirement Group, LLC	BUY	-	489 + 5.9%	$42.1K - $51.1K	8.78K $975K
May 05, 2021 Q1 2021	Professional Financial Advisors, LLC	BUY	-	413 + 4588.89%	$35.6K - $43.2K	422 $46.9K
May 13, 2021 Q1 2021	Fortis Advisors, LLC King Of Prussia, PA	BUY	-	388 New	$33.4K - $40.5K	388 $43.1K
Apr 23, 2021 Q1 2021	Bernardo Wealth Planning LLC	BUY	-	383 + 14.38%	$33K - $40K	3.05K $338K
May 05, 2021 Q1 2021	Capital Investment Advisory Services, LLC	BUY	-	381 + 10.61%	$32.8K - $39.8K	3.97K $441K
May 10, 2021 Q1 2021	Parkside Financial Bank & Trust	BUY	-	364 New	$31.4K - $38K	364 $40.4K
Apr 30, 2021 Q1 2021	Centaurus Financial, Inc.	BUY	-	352 + 2.18%	$30.3K - $36.8K	16.5K $1.83M
Apr 30, 2021 Q1 2021	Creative Planning Overland Park, KS	BUY	-	321 + 5.82%	$27.7K - $33.5K	5.84K $648K
Apr 28, 2021 Q1 2021	Chicago Partners Investment Group LLC	BUY	-	291 + 8.4%	$25.1K - $30.4K	3.76K $417K
May 17, 2021 Q1 2021	Charter Oak Capital Management, LLC	BUY	-	278 New	$23.9K - $29K	278 $30.9K
May 14, 2021 Q1 2021	Pinnacle Family Advisors, LLC Springfield, MO	BUY	-	262 + 9.32%	$22.6K - $27.4K	3.07K $341K
May 11, 2021 Q1 2021	Kestra Private Wealth Services, LLC	BUY	-	254 + 1.65%	$21.9K - $26.5K	15.7K $1.74M
Apr 22, 2021 Q1 2021	Lex Aurum Advisors, LLC	BUY	-	240 + 3.33%	$20.7K - $25.1K	7.44K $826K
May 10, 2021 Q1 2021	Merriman Wealth Management, LLC	BUY	-	236 + 0.08%	$20.3K - $24.7K	290K $32.2M
Apr 19, 2021 Q1 2021	Rfg Advisory, LLC Birmingham, AL	BUY	-	200 + 0.5%	$17.2K - $20.9K	40.4K $4.49M
Apr 28, 2021 Q1 2021	Baker Tilly Wealth Management, LLC	BUY	-	193 + 2.3%	$16.6K - $20.2K	8.59K $954K
Apr 29, 2021 Q1 2021	Allworth Financial LP	BUY	-	179 + 3.06%	$15.4K - $18.7K	6.02K $669K
May 13, 2021 Q1 2021	Brown Brothers Harriman & CO New York, NY	BUY	-	175 New	$15.1K - $18.3K	175 $19.4K
May 18, 2021 Q1 2021	Glenmede Trust CO Na Philadelphia, PA	BUY	-	169 + 164.08%	$14.6K - $17.7K	272 $30.2K
Apr 20, 2021 Q1 2021	Beacon Financial Advisory LLC	BUY	-	163 + 4.26%	$14K - $17K	3.99K $443K
May 14, 2021 Q1 2021	Ancora Advisors, LLC Cleveland, OH	BUY	-	154 + 6.85%	$13.3K - $16.1K	2.4K $267K
Apr 14, 2021 Q1 2021	Westside Investment Management, Inc.	BUY	-	145 New	$12.5K - $15.2K	145 $16.1K
May 14, 2021 Q1 2021	Bdo Wealth Advisors, LLC Jacksonville, FL	BUY	-	140 New	$12.1K - $14.6K	140 $15.5K
May 17, 2021 Q1 2021	Tower Research Capital LLC (Trc) New York, NY	BUY	-	129 New	$11.1K - $13.5K	129 $14.3K
May 12, 2021 Q1 2021	Alpha Dna Investment Management LLC Columbia, MD	BUY	-	122 + 15.52%	$10.5K - $12.7K	908 $101K
Apr 29, 2021 Q1 2021	Perennial Investment Advisors, LLC Los Angeles, CA	BUY	-	98 + 4.0%	$8.44K - $10.2K	2.55K $283K
May 17, 2021 Q1 2021	Eudaimonia Partners, LLC Winchester, TN	BUY	-	98 New	$8.44K - $10.2K	98 $10.9K
May 11, 2021 Q1 2021	Kessler Investment Group, LLC	BUY	-	96 New	$8.27K - $10K	96 $10.7K
Apr 21, 2021 Q1 2021	Patton Albertson Miller Group, LLC	BUY	-	80 + 2.1%	$6.89K - $8.36K	3.9K $433K
Aug 10, 2021 Q1 2021	Mercer Global Advisors Inc Denver, CO	BUY	-	74 + 0.0%	$6.37K - $7.73K	3.35M $372M
May 13, 2021 Q1 2021	Integrated Wealth Concepts LLC	BUY	-	72 + 0.01%	$6.2K - $7.52K	934K $104M
Apr 20, 2021 Q1 2021	Aries Wealth Management	BUY	-	71 + 0.59%	$6.12K - $7.42K	12K $1.34M
May 10, 2021 Q1 2021	Principal Financial Group Inc Des Moines, IA	BUY	-	54 + 1.03%	$4.65K - $5.64K	5.32K $591K
May 05, 2021 Q1 2021	Element Wealth, LLC	BUY	-	53 + 160.61%	$4.57K - $5.54K	86 $9.55K
Apr 08, 2021 Q1 2021	John W. Brooker & Co., Cp As	BUY	-	50 New	$4.31K - $5.22K	50 $5.55K
May 04, 2021 Q1 2021	Mount Yale Investment Advisors, LLC	BUY	-	44 + 0.28%	$3.79K - $4.6K	16K $1.77M
May 06, 2021 Q1 2021	Larson Financial Group LLC	BUY	-	41 New	$3.53K - $4.28K	41 $4.55K
Apr 16, 2021 Q1 2021	Bogart Wealth, LLC	BUY	-	40 New	$3.45K - $4.18K	40 $4.44K
May 14, 2021 Q1 2021	Main Management LLC San Francisco, CA	BUY	-	37 + 0.01%	$3.19K - $3.87K	263K $29.2M
Apr 23, 2021 Q1 2021	Central Trust CO Jefferson City, MO	BUY	-	28 New	$2.41K - $2.93K	28 $3.11K
May 17, 2021 Q1 2021	Captrust Financial Advisors Raleigh, NC	BUY	-	27 + 0.25%	$2.33K - $2.82K	10.7K $1.19M
May 03, 2021 Q1 2021	Ellis Investment Partners, LLC	BUY	-	18 + 7.47%	$1.55K - $1.88K	259 $28.8K
Sep 07, 2021 Q1 2021	Newbridge Financial Services Group, Inc.	BUY	-	17 New	$1.46K - $1.78K	17 $1.89K
Apr 26, 2021 Q1 2021	Atwood & Palmer Inc	BUY	-	15 + 6.02%	$1.29K - $1.57K	264 $29.3K
Apr 28, 2021 Q1 2021	Meeder Asset Management Inc	BUY	-	7 + 13.73%	$603 - $731	58 $6.44K
Apr 06, 2021 Q1 2021	Uma Financial Services, Inc.	BUY	-	5 + 0.01%	$431 - $522	45.1K $5.01M
Apr 30, 2021 Q1 2021	Tranquility Partners, LLC	BUY	-	3 + 0.1%	$258 - $313	3.04K $337K
Apr 26, 2021 Q1 2021	Arkadios Wealth Advisors	BUY	-	1 + 0.59%	$86.1 - $104	170 $18.9K
Apr 09, 2021 Q1 2021	Flagship Private Wealth, LLC	SELL	-	-1 - 0.04%	$86.1 - $104	2.77K $307K

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Account

Purchases and Sales Made in Q1 2021 in Ishares Msci Usa Value Factor (VLUE)

497

489

413

388

383

381

364

352

321

291

278

262

254

240

236

200

193

179

175

169

163

154

145

140

129

122

98

98

96

80

74

72

71

54

53

50

44

41

40

37

28

27

18

17

15

7

5

3

1

-1

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