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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-574- 64.79% |
$59.7K - $66.2K
|
312
$34.1K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-584- 14.99% |
$60.7K - $67.4K
|
3.31K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-600- 78.43% |
$62.4K - $69.2K
|
165
$18.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-634- 2.09% |
$65.9K - $73.2K
|
29.7K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-651- 19.78% |
$67.7K - $75.1K
|
2.64K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-697- 22.77% |
$72.5K - $80.4K
|
2.36K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-747- 24.37% |
$77.7K - $86.2K
|
2.32K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-774- 8.96% |
$80.5K - $89.3K
|
7.87K
$861K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-825- 1.85% |
$85.8K - $95.2K
|
43.7K
$4.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-908- 11.13% |
$94.4K - $105K
|
7.25K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-920- 30.4% |
$95.7K - $106K
|
2.11K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-929- 3.71% |
$96.6K - $107K
|
24.1K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-990- 15.92% |
$103K - $114K
|
5.23K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.01K- 8.2% |
$105K - $117K
|
11.3K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.25K- 9.76% |
$130K - $144K
|
11.5K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.3K- 14.28% |
$135K - $150K
|
7.79K
$853K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.44K- 16.95% |
$149K - $166K
|
7.04K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 11.21% |
$150K - $166K
|
11.4K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.5K- 4.97% |
$156K - $173K
|
28.7K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 23.6% |
$157K - $174K
|
4.88K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 35.66% |
$171K - $189K
|
2.96K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.68K- 33.86% |
$175K - $194K
|
3.29K
$360K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.69K- 50.31% |
$176K - $195K
|
1.67K
$183K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.8K- 0.96% |
$187K - $208K
|
186K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.04K- 14.03% |
$212K - $236K
|
12.5K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.51K- 69.07% |
$261K - $290K
|
1.12K
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.66K- 14.8% |
$277K - $307K
|
15.3K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.74K- 14.73% |
$285K - $316K
|
15.8K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-2.74K- 28.03% |
$285K - $316K
|
7.03K
$770K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.74K- 48.44% |
$285K - $316K
|
2.92K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.75K- 4.82% |
$286K - $318K
|
54.4K
$5.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.19K- 22.62% |
$332K - $368K
|
10.9K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.76K- 4.8% |
$391K - $434K
|
74.7K
$8.17M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.19K- 11.27% |
$435K - $483K
|
33K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.99K- 21.39% |
$519K - $576K
|
18.4K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.17K- 45.74% |
$538K - $596K
|
6.13K
$671K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.67K- 34.55% |
$589K - $654K
|
10.7K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.26K- 33.24% |
$755K - $838K
|
14.6K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.2K- 73.91% |
$853K - $946K
|
2.9K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.87K- 5.54% |
$1.03M - $1.14M
|
168K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 16.67% |
$1.35M - $1.5M
|
65K
$7.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.3K- 2.95% |
$1.9M - $2.11M
|
602K
$65.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.5K- 14.45% |
$3.28M - $3.64M
|
187K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
SELL
|
- |
-242K- 6.53% |
$25.1M - $27.9M
|
3.46M
$378M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-293K- 28.85% |
$30.5M - $33.8M
|
723K
$79.1M
|