Wealth Plan Investment Management, LLC Ishares Msci Usa Value Factor Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,897 shares of VLUE stock, worth $247,862. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,897
Previous 1,949 2.67%
Holding current value
$247,862
Previous $220,000 7.73%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$111.55 - $125.05 $5,800 - $6,502
-52 Reduced 2.67%
1,897 $237,000
Q2 2025

Jul 28, 2025
BUY
$93.5 - $113.21 $182,231 - $220,646
1,949 New
1,949 $220,000
Q3 2022

Dec 12, 2022
SELL
$81.86 - $99.37 $264,571 - $321,163
-3,232 Closed
0 $0
Q1 2022

Sep 07, 2022
BUY
$100.54 - $114.92 $324,945 - $371,421
3,232 New
3,232 $319,000

Others Institutions Holding VLUE

# of Institutions
496
Shares Held
50.3M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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