Purchases and Sales Made in Q2 2021 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 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 | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3.21K+ 55.21% |
$328K - $348K
|
9.01K
$992K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 10.61% |
$327K - $348K
|
33.4K
$3.67M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.15K+ 2.81% |
$322K - $342K
|
115K
$12.7M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.99K+ 7.06% |
$306K - $325K
|
45.3K
$4.99M
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
2.96KNew |
$303K - $322K
|
2.96K
$326K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.95K+ 1735.88% |
$302K - $321K
|
3.12K
$343K
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.87KNew |
$293K - $312K
|
2.87K
$316K
|
|
Jul 19, 2021
Q2 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
2.82K+ 3.64% |
$288K - $306K
|
80.2K
$8.83M
|
|
Aug 02, 2021
Q2 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.8K+ 0.95% |
$286K - $304K
|
299K
$32.9M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.76K+ 9.68% |
$282K - $300K
|
31.3K
$3.44M
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.76K+ 70.73% |
$282K - $300K
|
6.66K
$732K
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.76K+ 6.47% |
$282K - $300K
|
45.3K
$4.99M
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
2.66K+ 30.31% |
$272K - $289K
|
11.4K
$1.26M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.65KNew |
$271K - $288K
|
2.65K
$292K
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.63K+ 8.11% |
$269K - $286K
|
35.1K
$3.87M
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 11.89% |
$268K - $285K
|
24.7K
$2.72M
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
2.61K+ 3.7% |
$267K - $283K
|
73.1K
$8.04M
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.56KNew |
$262K - $278K
|
2.56K
$282K
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.53K+ 161.69% |
$259K - $275K
|
4.1K
$451K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.49K+ 33.59% |
$255K - $271K
|
9.91K
$1.09M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.48K+ 6.13% |
$253K - $269K
|
42.9K
$4.72M
|
|
Aug 16, 2021
Q2 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.46KNew |
$251K - $267K
|
2.46K
$270K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.37KNew |
$242K - $257K
|
2.37K
$261K
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.34KNew |
$239K - $254K
|
2.34K
$258K
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$235K - $250K
|
2.3K
$253K
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.26K+ 24.88% |
$231K - $245K
|
11.3K
$1.25M
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.25K+ 1.94% |
$230K - $245K
|
118K
$13M
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.22K+ 25.8% |
$227K - $241K
|
10.8K
$1.19M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.19K+ 73.38% |
$224K - $238K
|
5.18K
$570K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.1K+ 37.94% |
$214K - $228K
|
7.62K
$839K
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.09KNew |
$214K - $228K
|
2.09K
$230K
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.08K+ 6.72% |
$212K - $226K
|
33K
$3.63M
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.04K+ 42.45% |
$208K - $222K
|
6.84K
$753K
|
|
Aug 05, 2021
Q2 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.02KNew |
$207K - $220K
|
2.02K
$222K
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2K+ 3.47% |
$204K - $217K
|
59.6K
$6.56M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
1.95KNew |
$200K - $212K
|
1.95K
$215K
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
1.93K+ 8.76% |
$197K - $210K
|
23.9K
$2.63M
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.9K+ 95.0% |
$194K - $207K
|
3.9K
$429K
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.86K+ 56.52% |
$190K - $202K
|
5.14K
$565K
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.84K+ 28.84% |
$188K - $200K
|
8.22K
$905K
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 8.1% |
$180K - $191K
|
23.5K
$2.59M
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
1.75K+ 5.59% |
$179K - $190K
|
33K
$3.64M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.73K+ 2.29% |
$177K - $188K
|
77K
$8.47M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.69K+ 0.29% |
$173K - $184K
|
584K
$64.3M
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.62K+ 25.72% |
$165K - $176K
|
7.91K
$870K
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.57K+ 25.69% |
$161K - $171K
|
7.7K
$848K
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.57K+ 32.03% |
$160K - $170K
|
6.46K
$711K
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.54K+ 3074.0% |
$157K - $167K
|
1.59K
$175K
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 4.84% |
$153K - $163K
|
32.5K
$3.58M
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.48K+ 15.25% |
$151K - $161K
|
11.2K
$1.23M
|