Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
163New |
$16.3K - $17.6K
|
163
$17.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
161+ 16100.0% |
$16.1K - $17.4K
|
162
$17.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
145+ 6.5% |
$14.5K - $15.6K
|
2.38K
$260K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
114+ 2.65% |
$11.4K - $12.3K
|
4.41K
$483K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
101+ 1.89% |
$10.1K - $10.9K
|
5.44K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
85+ 2.66% |
$8.51K - $9.17K
|
3.28K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
79+ 2.47% |
$7.91K - $8.52K
|
3.27K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
74New |
$7.41K - $7.98K
|
74
$8.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 1.0% |
$6.91K - $7.44K
|
6.98K
$764K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 6.56% |
$6.71K - $7.23K
|
1.09K
$119K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62+ 0.48% |
$6.21K - $6.69K
|
12.9K
$1.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52+ 0.73% |
$5.21K - $5.61K
|
7.2K
$788K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
46+ 0.4% |
$4.61K - $4.96K
|
11.6K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
44New |
$4.41K - $4.75K
|
44
$4.81K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
44+ 0.27% |
$4.41K - $4.75K
|
16.3K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
44+ 0.27% |
$4.41K - $4.75K
|
16.3K
$1.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 2.09% |
$4.11K - $4.42K
|
2K
$219K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
36New |
$3.61K - $3.88K
|
36
$3.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 33.98% |
$3.51K - $3.78K
|
138
$15.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 2.94% |
$3.51K - $3.78K
|
1.23K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34New |
$3.41K - $3.67K
|
34
$3.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
33+ 10.48% |
$3.31K - $3.56K
|
348
$38.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 3.18% |
$2.5K - $2.7K
|
810
$88.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
22+ 70.97% |
$2.2K - $2.37K
|
53
$5.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 0.57% |
$2.1K - $2.27K
|
3.7K
$405K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 47.5% |
$1.9K - $2.05K
|
59
$6.46K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
17+ 0.54% |
$1.7K - $1.83K
|
3.18K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 0.27% |
$1.7K - $1.83K
|
6.33K
$693K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 2.26% |
$1.4K - $1.51K
|
633
$69.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14+ 0.56% |
$1.4K - $1.51K
|
2.52K
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$1.4K - $1.51K
|
14
$1.53K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.57% |
$1.4K - $1.51K
|
2.49K
$272K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 22.03% |
$1.3K - $1.4K
|
72
$7.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.09% |
$1K - $1.08K
|
10.7K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.2% |
$1K - $1.08K
|
4.9K
$536K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 0.37% |
$901 - $971
|
2.45K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
8+ 0.34% |
$801 - $863
|
2.38K
$261K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7+ 0.2% |
$701 - $755
|
3.51K
$384K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5+ 0.19% |
$501 - $539
|
2.68K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$401 - $432
|
4
$438
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.56% |
$300 - $324
|
537
$58.8K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.14% |
$300 - $324
|
2.16K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.07% |
$300 - $324
|
4.16K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.46% |
$200 - $216
|
434
$47.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.43% |
$200 - $216
|
466
$51K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$200 - $216
|
2
$219
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2New |
$200 - $216
|
2
$219
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$100 - $108
|
1
$109
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.03% |
$100 - $108
|
3.29K
$360K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.34% |
$100 - $108
|
294
$32.2K
|