Purchases and Sales Made in Q4 2025 in Ishares Msci Usa Value Factor (VLUE)

VLUE Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE) during Q4 2025. 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 08, 2026 Q4 2025
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
55.4K
New
$6.77M - $7.34M
55.4K $7.23M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
29.1K
New
$3.56M - $3.86M
29.1K $3.8M
Jan 13, 2026 Q4 2025
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
17.5K
New
$2.14M - $2.32M
17.5K $2.28M
Jan 20, 2026 Q4 2025
Steel Peak Wealth Management LLC

BUY
 -
13K
New
$1.59M - $1.72M
13K $1.69M
Jan 12, 2026 Q4 2025
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
10.6K
+ 187.83%
$1.3M - $1.41M
16.3K $2.13M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
6.88K
+ 244.6%
$842K - $913K
9.7K $1.27M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.3K
New
$770K - $836K
6.3K $823K
Jan 13, 2026 Q4 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
4.95K
+ 1.08%
$606K - $657K
464K $60.6M
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
3.76K
New
$460K - $499K
3.76K $491K
Jan 23, 2026 Q4 2025
Galvin, Gaustad & Stein, LLC

BUY
 -
3.47K
New
$424K - $460K
3.47K $453K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
2.58K
+ 156.44%
$315K - $342K
4.22K $552K
Jan 23, 2026 Q4 2025
Gibbs Wealth Management

Alpharetta, GA
BUY
 -
2.12K
New
$259K - $282K
2.12K $277K
Jan 08, 2026 Q4 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.03K
+ 79.63%
$249K - $270K
4.59K $599K
Jan 05, 2026 Q4 2025
City Center Advisors, LLC

Troy, MI
BUY
 -
1.86K
New
$227K - $246K
1.86K $243K
Jan 06, 2026 Q4 2025
Fulcrum Equity Management

BUY
 -
1.86K
New
$227K - $246K
1.86K $243K
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
1.59K
New
$195K - $211K
1.59K $208K
Jan 14, 2026 Q4 2025
Fairvoy Private Wealth, LLC

Birmingham, AL
BUY
 -
1.58K
New
$193K - $209K
1.58K $206K
Jan 20, 2026 Q4 2025
Leo Wealth, LLC

Hurst, TX
BUY
 -
1.52K
New
$186K - $202K
1.52K $199K
Jan 02, 2026 Q4 2025
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
1.48K
New
$181K - $197K
1.48K $194K
Jan 15, 2026 Q4 2025
Rhs Financial, LLC

BUY
 -
1.05K
+ 15.49%
$129K - $140K
7.85K $1.03M
Jan 05, 2026 Q4 2025
Anderson Hoagland & CO

BUY
 -
881
+ 1.97%
$108K - $117K
45.7K $5.97M
Jan 15, 2026 Q4 2025
Gleason Group, Inc.

BUY
 -
755
New
$92.3K - $100K
755 $98.6K
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
747
+ 0.55%
$91.4K - $99.1K
137K $17.9M
Jan 23, 2026 Q4 2025
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
519
+ 12.43%
$63.5K - $68.9K
4.69K $613K
Jan 14, 2026 Q4 2025
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
404
+ 13.63%
$49.4K - $53.6K
3.37K $440K
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
367
+ 5.85%
$44.9K - $48.7K
6.64K $868K
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
352
+ 20.78%
$43K - $46.7K
2.05K $267K
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
343
+ 4.35%
$41.9K - $45.5K
8.23K $1.08M
Jan 20, 2026 Q4 2025
Walkner Condon Financial Advisors LLC

BUY
 -
259
+ 14.96%
$31.7K - $34.4K
1.99K $260K
Jan 20, 2026 Q4 2025
Trust CO Of Toledo Na

Holland, OH
BUY
 -
221
+ 11.64%
$27K - $29.3K
2.12K $277K
Jan 20, 2026 Q4 2025
Independence Bank Of Kentucky

BUY
 -
176
New
$21.5K - $23.3K
176 $23K
Jan 16, 2026 Q4 2025
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
68
+ 0.59%
$8.32K - $9.02K
11.5K $1.51M
Jan 23, 2026 Q4 2025
Optima Capital LLC

Portland, OR
BUY
 -
30
New
$3.67K - $3.98K
30 $3.92K
Jan 21, 2026 Q4 2025
Warner Financial, Inc

Bethesda, MD
BUY
 -
23
+ 0.2%
$2.81K - $3.05K
11.7K $1.53M
Jan 16, 2026 Q4 2025
Taylor & Morgan Wealth Management, LLC

BUY
 -
15
+ 0.57%
$1.83K - $1.99K
2.63K $343K
Jan 13, 2026 Q4 2025
Boston Premier Wealth LLC

Hanover, MA
BUY
 -
3
+ 0.09%
$367 - $398
3.41K $445K
Jan 21, 2026 Q4 2025
Westfuller Advisors, LLC

New York, NY
BUY
 -
1
+ 0.56%
$122 - $133
179 $23.4K
Jan 07, 2026 Q4 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
1
+ 100.0%
$122 - $133
2 $261
Jan 02, 2026 Q4 2025
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-1
- 0.22%
$122 - $133
445 $58.1K
Jan 21, 2026 Q4 2025
Capital Investment Advisory Services, LLC

SELL
 -
-3
- 2.46%
$367 - $398
119 $15.5K
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

SELL
 -
-8
- 6.15%
$978 - $1.06K
122 $15.9K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-11
- 2.99%
$1.35K - $1.46K
357 $46.6K
Jan 23, 2026 Q4 2025
Choreo, LLC

Minneapolis, MN
SELL
 -
-13
- 0.33%
$1.59K - $1.72K
3.91K $511K
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

SELL
 -
-23
- 29.11%
$2.81K - $3.05K
56 $7.32K
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

SELL
 -
-28
- 0.61%
$3.42K - $3.71K
4.53K $592K
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-32
- 1.81%
$3.91K - $4.25K
1.73K $226K
Jan 23, 2026 Q4 2025
Nbt Bank N A

SELL
 -
-51
- 27.13%
$6.24K - $6.77K
137 $17.9K
Jan 22, 2026 Q4 2025
Eagle Strategies LLC

New York, NY
SELL
 -
-62
- 0.33%
$7.58K - $8.23K
18.5K $2.42M
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-65
- 0.17%
$7.95K - $8.62K
37.2K $4.86M

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