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 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
124New |
$12.6K - $13.6K
|
124
$13K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
104+ 315.15% |
$10.5K - $11.4K
|
137
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
101New |
$10.2K - $11.1K
|
101
$10.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
90New |
$9.12K - $9.88K
|
90
$9.45K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 12.78% |
$9.12K - $9.88K
|
794
$83.4K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
89New |
$9.02K - $9.77K
|
89
$9.35K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
82New |
$8.31K - $9K
|
82
$8.61K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
81+ 1.43% |
$8.21K - $8.89K
|
5.76K
$605K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
80New |
$8.11K - $8.78K
|
80
$8.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
80New |
$8.11K - $8.78K
|
80
$8.4K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
76+ 33.19% |
$7.7K - $8.34K
|
305
$32K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
73+ 2.65% |
$7.4K - $8.01K
|
2.83K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
70+ 1.1% |
$7.1K - $7.68K
|
6.41K
$673K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
69New |
$7K - $7.57K
|
69
$7.25K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
63New |
$6.39K - $6.92K
|
63
$6.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 2.31% |
$6.08K - $6.59K
|
2.66K
$279K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
59New |
$5.98K - $6.48K
|
59
$6.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
58New |
$5.88K - $6.37K
|
58
$6.09K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
57New |
$5.78K - $6.26K
|
57
$5.99K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
56+ 186.67% |
$5.68K - $6.15K
|
86
$9.03K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
39New |
$3.95K - $4.28K
|
39
$4.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
35New |
$3.55K - $3.84K
|
35
$3.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
33New |
$3.35K - $3.62K
|
33
$3.47K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
33New |
$3.35K - $3.62K
|
33
$3.47K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 19.16% |
$3.24K - $3.51K
|
199
$20.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29+ 1.43% |
$2.94K - $3.18K
|
2.05K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.87% |
$2.74K - $2.96K
|
3.15K
$330K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.46% |
$2.53K - $2.74K
|
5.42K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
23New |
$2.33K - $2.52K
|
23
$2.42K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 0.46% |
$2.33K - $2.52K
|
5.06K
$531K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
23+ 0.97% |
$2.33K - $2.52K
|
2.41K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
21New |
$2.13K - $2.31K
|
21
$2.21K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
19+ 5.79% |
$1.93K - $2.09K
|
347
$36.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
17+ 0.44% |
$1.72K - $1.87K
|
3.91K
$410K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12+ 1.56% |
$1.22K - $1.32K
|
780
$81.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 18.64% |
$1.12K - $1.21K
|
70
$7.35K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.43% |
$1.12K - $1.21K
|
2.55K
$268K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 1.35% |
$811 - $878
|
602
$63.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8+ 0.17% |
$811 - $878
|
4.6K
$484K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 1.42% |
$710 - $768
|
500
$52.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7New |
$710 - $768
|
7
$735
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.4% |
$608 - $659
|
434
$45.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.99% |
$608 - $659
|
611
$64.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 1.5% |
$406 - $439
|
271
$28.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.43% |
$304 - $329
|
699
$73.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.08% |
$304 - $329
|
3.7K
$389K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2+ 0.88% |
$203 - $220
|
228
$23.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$101 - $110
|
1.11K
$117K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.86% |
$101 - $110
|
36
$3.78K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$101 - $110
|
2.82K
$296K
|