Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.65KNew |
$267K - $282K
|
2.65K
$293K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.63K+ 73.9% |
$264K - $279K
|
6.18K
$683K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.62K+ 3.65% |
$263K - $278K
|
74.3K
$8.21M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.6KNew |
$261K - $276K
|
2.6K
$287K
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.59KNew |
$260K - $275K
|
2.59K
$286K
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.53K+ 1.46% |
$254K - $269K
|
175K
$19.4M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 5.56% |
$253K - $268K
|
47.8K
$5.28M
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.44K+ 3.75% |
$246K - $260K
|
67.5K
$7.46M
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
2.36K+ 2.95% |
$238K - $251K
|
82.6K
$9.12M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.36K+ 14.72% |
$237K - $251K
|
18.4K
$2.03M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27K+ 6.54% |
$229K - $242K
|
37K
$4.09M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.16KNew |
$217K - $230K
|
2.16K
$239K
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
2.08K+ 38.11% |
$209K - $221K
|
7.54K
$833K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.05K+ 19.81% |
$206K - $217K
|
12.4K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.03KNew |
$204K - $215K
|
2.03K
$224K
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$203K - $215K
|
2.02K
$223K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
2.01KNew |
$202K - $214K
|
2.01K
$222K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$201K - $212K
|
2K
$220K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.99K+ 18.37% |
$200K - $211K
|
12.8K
$1.41M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.83K+ 18.49% |
$184K - $195K
|
11.7K
$1.3M
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.81K+ 28.07% |
$182K - $193K
|
8.27K
$913K
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.79K+ 2.27% |
$180K - $190K
|
80.7K
$8.91M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.73K+ 5.47% |
$174K - $184K
|
33.4K
$3.69M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.7K+ 15.2% |
$171K - $181K
|
12.9K
$1.42M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.7K+ 15.19% |
$171K - $181K
|
12.9K
$1.42M
|
|
Nov 04, 2021
Q3 2021
|
Arch Capital Group Ltd.
|
BUY
|
- |
1.63K+ 0.52% |
$164K - $174K
|
317K
$35M
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.59K+ 4.83% |
$160K - $169K
|
34.5K
$3.81M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.56K+ 12.7% |
$157K - $166K
|
13.8K
$1.53M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.55K+ 3.27% |
$156K - $165K
|
49.1K
$5.42M
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.55K+ 0.52% |
$156K - $165K
|
300K
$33.2M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
1.51K+ 0.9% |
$152K - $161K
|
170K
$18.8M
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.49K+ 25.77% |
$150K - $159K
|
7.29K
$805K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
1.49K+ 25.77% |
$150K - $159K
|
7.29K
$805K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.41K+ 6.75% |
$142K - $150K
|
22.3K
$2.47M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.33K+ 10.1% |
$134K - $142K
|
14.5K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.33K+ 5.58% |
$133K - $141K
|
25.1K
$2.77M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.32K+ 2.08% |
$133K - $140K
|
64.7K
$7.15M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.29K+ 3.09% |
$130K - $137K
|
43.1K
$4.75M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$123K - $130K
|
1.22K
$135K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.19K+ 10.35% |
$119K - $126K
|
12.6K
$1.4M
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
1.14K+ 16.14% |
$115K - $122K
|
8.23K
$909K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.13KNew |
$114K - $120K
|
1.13K
$125K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.11K+ 29.63% |
$111K - $117K
|
4.83K
$534K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.04K+ 18.15% |
$105K - $111K
|
6.8K
$751K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
954+ 45.58% |
$95.9K - $101K
|
3.05K
$336K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
947+ 17.56% |
$95.2K - $101K
|
6.34K
$700K
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
918New |
$92.3K - $97.6K
|
918
$101K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
886+ 27.66% |
$89.1K - $94.2K
|
4.09K
$452K
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
870+ 20.75% |
$87.5K - $92.5K
|
5.06K
$559K
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
865+ 0.75% |
$87K - $92K
|
117K
$12.9M
|