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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.39K+ 23.61% |
$142K - $151K
|
7.27K
$808K
|
|
Aug 12, 2021
Q2 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.38K+ 4.93% |
$142K - $150K
|
29.4K
$3.27M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1.38K+ 3.5% |
$141K - $150K
|
40.9K
$4.54M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.34K+ 50.61% |
$137K - $145K
|
3.98K
$442K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.34K+ 50.61% |
$137K - $145K
|
3.98K
$442K
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.23K+ 5.1% |
$126K - $134K
|
25.3K
$2.81M
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.22K+ 4.46% |
$125K - $133K
|
28.6K
$3.17M
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
1.21K+ 1.86% |
$123K - $131K
|
66.2K
$7.35M
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.29% |
$122K - $129K
|
93.5K
$10.4M
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.19K+ 31.98% |
$121K - $129K
|
4.9K
$544K
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.11KNew |
$114K - $121K
|
1.11K
$123K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 13.51% |
$113K - $120K
|
9.28K
$1.03M
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.07K+ 6.62% |
$109K - $116K
|
17.2K
$1.91M
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
923+ 19.11% |
$94.4K - $100K
|
5.75K
$639K
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
882+ 8.56% |
$90.2K - $95.9K
|
11.2K
$1.24M
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
882+ 8.56% |
$90.2K - $95.9K
|
11.2K
$1.24M
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
877+ 8.79% |
$89.7K - $95.3K
|
10.9K
$1.21M
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
837New |
$85.6K - $91K
|
837
$92.9K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
774+ 5.35% |
$79.2K - $84.1K
|
15.2K
$1.69M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
704+ 5.93% |
$72K - $76.5K
|
12.6K
$1.4M
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
703+ 1.54% |
$71.9K - $76.4K
|
46.2K
$5.13M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
668+ 23.13% |
$68.3K - $72.6K
|
3.56K
$395K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
648+ 13.07% |
$66.3K - $70.5K
|
5.61K
$622K
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
647+ 2.52% |
$66.2K - $70.3K
|
26.4K
$2.93M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
647+ 24.95% |
$66.2K - $70.3K
|
3.24K
$360K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
641+ 13.5% |
$65.6K - $69.7K
|
5.39K
$598K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
592+ 0.71% |
$60.5K - $64.4K
|
84.4K
$9.37M
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
577+ 52.45% |
$59K - $62.7K
|
1.68K
$186K
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
572+ 23.7% |
$58.5K - $62.2K
|
2.99K
$332K
|
|
Jul 14, 2021
Q2 2021
|
Aries Wealth Management
|
BUY
|
- |
545+ 4.53% |
$55.7K - $59.3K
|
12.6K
$1.4M
|
|
Aug 11, 2021
Q2 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
540+ 16.11% |
$55.2K - $58.7K
|
3.89K
$432K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
519+ 2.36% |
$53.1K - $56.4K
|
22.6K
$2.5M
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
514+ 71.99% |
$52.6K - $55.9K
|
1.23K
$136K
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
508+ 10.39% |
$52K - $55.2K
|
5.4K
$600K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
498+ 4.64% |
$50.9K - $54.1K
|
11.2K
$1.25M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
497+ 2.15% |
$50.8K - $54K
|
23.6K
$2.62M
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
486+ 12.18% |
$49.7K - $52.8K
|
4.48K
$497K
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
478+ 15.69% |
$48.9K - $52K
|
3.52K
$391K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
472+ 1.73% |
$48.3K - $51.3K
|
27.8K
$3.09M
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
452+ 6.07% |
$46.2K - $49.1K
|
7.89K
$877K
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
407+ 7.88% |
$41.6K - $44.2K
|
5.57K
$618K
|
|
Aug 03, 2021
Q2 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
404+ 0.93% |
$41.3K - $43.9K
|
43.9K
$4.88M
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
375+ 6.51% |
$38.4K - $40.8K
|
6.13K
$681K
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
370+ 8.4% |
$37.8K - $40.2K
|
4.78K
$530K
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
366+ 94.33% |
$37.4K - $39.8K
|
754
$83.7K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
361+ 5.46% |
$36.9K - $39.2K
|
6.97K
$774K
|
|
Jul 22, 2021
Q2 2021
|
Ma Private Wealth
|
BUY
|
- |
358+ 0.19% |
$36.6K - $38.9K
|
190K
$21.1M
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
356+ 2.87% |
$36.4K - $38.7K
|
12.8K
$1.42M
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
350+ 2.88% |
$35.8K - $38.1K
|
12.5K
$1.39M
|
|
Aug 05, 2021
Q2 2021
|
Arch Capital Group Ltd.
|
BUY
|
- |
331+ 0.11% |
$33.9K - $36K
|
315K
$35M
|