Purchases and Sales Made in Q4 2021 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.3K+ 127.59% |
$2.56M - $2.77M
|
45.1K
$4.73M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.48M - $2.69M
|
24.5K
$2.57M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.8KNew |
$2.41M - $2.61M
|
23.8K
$2.5M
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
23KNew |
$2.33M - $2.52M
|
23K
$2.42M
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
22.9KNew |
$2.32M - $2.52M
|
22.9K
$2.41M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.8KNew |
$2.21M - $2.39M
|
21.8K
$2.29M
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
20.1K+ 360.17% |
$2.04M - $2.21M
|
25.7K
$2.7M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.3K+ 10.85% |
$1.96M - $2.12M
|
197K
$20.7M
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
19.2KNew |
$1.95M - $2.11M
|
19.2K
$2.02M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 80.37% |
$1.85M - $2M
|
41K
$4.3M
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
17.2K+ 5.51% |
$1.75M - $1.89M
|
330K
$34.7M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.4KNew |
$1.67M - $1.81M
|
16.4K
$1.73M
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
15.5KNew |
$1.58M - $1.71M
|
15.5K
$1.63M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$1.5M - $1.62M
|
14.8K
$1.55M
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
14.2KNew |
$1.44M - $1.56M
|
14.2K
$1.49M
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
14.2KNew |
$1.44M - $1.56M
|
14.2K
$1.49M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
14K+ 6.16% |
$1.42M - $1.53M
|
241K
$25.3M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.6K+ 3.14% |
$1.38M - $1.5M
|
448K
$47.1M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.33M - $1.44M
|
13.1K
$1.38M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13K+ 10.77% |
$1.31M - $1.42M
|
133K
$14M
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
12.6K+ 6.25% |
$1.27M - $1.38M
|
214K
$22.4M
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
12.6KNew |
$1.27M - $1.38M
|
12.6K
$1.32M
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.25M - $1.35M
|
12.3K
$1.3M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.1K+ 285.93% |
$1.23M - $1.33M
|
16.3K
$1.72M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.3KNew |
$1.15M - $1.24M
|
11.3K
$1.19M
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.2KNew |
$1.14M - $1.23M
|
11.2K
$1.18M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.2K+ 41.57% |
$1.14M - $1.23M
|
38.2K
$4.01M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 27.91% |
$1.05M - $1.13M
|
47.4K
$4.98M
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2KNew |
$1.03M - $1.12M
|
10.2K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.71K+ 123.86% |
$985K - $1.07M
|
17.6K
$1.84M
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9.35KNew |
$948K - $1.03M
|
9.35K
$982K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.35K+ 32.84% |
$948K - $1.03M
|
37.8K
$3.97M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.13KNew |
$926K - $1M
|
9.13K
$959K
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9K+ 190.76% |
$913K - $988K
|
13.7K
$1.44M
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
8.96KNew |
$908K - $984K
|
8.96K
$941K
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.78KNew |
$891K - $964K
|
8.78K
$922K
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.73K+ 3.28% |
$885K - $958K
|
275K
$28.9M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.48K+ 59.66% |
$860K - $931K
|
22.7K
$2.38M
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8.46KNew |
$858K - $929K
|
8.46K
$888K
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.44KNew |
$856K - $927K
|
8.44K
$886K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.05K+ 4.77% |
$817K - $884K
|
177K
$18.6M
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
8.05KNew |
$816K - $883K
|
8.05K
$845K
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
7.87KNew |
$798K - $864K
|
7.87K
$827K
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
7.83KNew |
$794K - $859K
|
7.83K
$822K
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.16KNew |
$726K - $786K
|
7.16K
$752K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.81K+ 6.49% |
$690K - $748K
|
112K
$11.7M
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.97KNew |
$605K - $655K
|
5.97K
$626K
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5.54KNew |
$562K - $608K
|
5.54K
$582K
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.42K+ 7.85% |
$550K - $595K
|
74.5K
$7.82M
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
5.37K+ 3.16% |
$544K - $589K
|
175K
$18.4M
|