Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.3KNew |
$4.4M - $4.88M
|
42.3K
$4.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.9KNew |
$1.65M - $1.83M
|
15.9K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3.13% |
$1.44M - $1.59M
|
455K
$50.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.8K+ 88.33% |
$1.23M - $1.36M
|
25.1K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
11.6KNew |
$1.21M - $1.34M
|
11.6K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
11.3K+ 9.32% |
$1.17M - $1.3M
|
132K
$14.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.41K+ 2.32% |
$875K - $970K
|
372K
$40.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.45KNew |
$775K - $859K
|
7.45K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.15K+ 4.53% |
$743K - $825K
|
165K
$18.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.25K+ 0.41% |
$546K - $605K
|
1.3M
$143M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.95KNew |
$514K - $571K
|
4.95K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.76K+ 12.19% |
$495K - $549K
|
43.8K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.56KNew |
$370K - $410K
|
3.56K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.49K+ 3.11% |
$363K - $403K
|
116K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 49.14% |
$340K - $378K
|
9.93K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3KNew |
$312K - $346K
|
3K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.87KNew |
$299K - $331K
|
2.87K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$289K - $321K
|
2.78K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$288K - $319K
|
2.77K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.65KNew |
$276K - $306K
|
2.65K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 30.12% |
$255K - $282K
|
10.6K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.02KNew |
$210K - $233K
|
2.02K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.79K+ 3.94% |
$186K - $207K
|
47.3K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.47K+ 13.9% |
$152K - $169K
|
12K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.46K+ 7.6% |
$152K - $168K
|
20.6K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.3K+ 16.38% |
$136K - $150K
|
9.26K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.16KNew |
$121K - $134K
|
1.16K
$128K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1KNew |
$104K - $115K
|
1K
$110K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
857+ 1.37% |
$89.1K - $98.9K
|
63.3K
$6.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
675New |
$70.2K - $77.9K
|
675
$74.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 8.17% |
$57.7K - $64K
|
7.35K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
528+ 3.48% |
$54.9K - $60.9K
|
15.7K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
521+ 18.82% |
$54.2K - $60.1K
|
3.29K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
488New |
$50.8K - $56.3K
|
488
$53.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
379+ 2.88% |
$39.4K - $43.7K
|
13.6K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
302New |
$31.4K - $34.8K
|
302
$33.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
254+ 10.29% |
$26.4K - $29.3K
|
2.72K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
215+ 0.87% |
$22.4K - $24.8K
|
25K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
202+ 9.02% |
$21K - $23.3K
|
2.44K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
151+ 3.54% |
$15.7K - $17.4K
|
4.42K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
128New |
$13.3K - $14.8K
|
128
$14.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114+ 0.37% |
$11.9K - $13.2K
|
30.7K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
104+ 2.73% |
$10.8K - $12K
|
3.91K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 17.85% |
$10.7K - $11.9K
|
680
$74.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
97+ 3.03% |
$10.1K - $11.2K
|
3.3K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
89New |
$9.26K - $10.3K
|
89
$9.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
88New |
$9.15K - $10.2K
|
88
$9.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
73+ 0.7% |
$7.59K - $8.42K
|
10.4K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68+ 1.44% |
$7.07K - $7.85K
|
4.79K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65+ 4.55% |
$6.76K - $7.5K
|
1.49K
$164K
|