Avantax Planning Partners, Inc. Ishares Msci Usa Value Factor Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 29,094 shares of VLUE stock, worth $3.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
29,094
Previous 29,974 2.94%
Holding current value
$3.8 Million
Previous $3.39 Million 7.22%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 31, 2025
SELL
$111.55 - $125.05 $98,164 - $110,044
-880 Reduced 2.94%
29,094 $3.64 Million
Q2 2025

Aug 11, 2025
BUY
$93.5 - $113.21 $1.63 Million - $1.98 Million
17,453 Added 139.39%
29,974 $3.39 Million
Q1 2025

Apr 28, 2025
BUY
$104.89 - $113.56 $104 - $113
1 Added 0.01%
12,521 $1.34 Million
Q4 2024

Feb 07, 2025
SELL
$104.01 - $115.38 $212,492 - $235,721
-2,043 Reduced 14.03%
12,520 $1.32 Million
Q3 2024

Nov 13, 2024
SELL
$99.14 - $109.18 $233,573 - $257,228
-2,356 Reduced 13.93%
14,563 $1.59 Million
Q2 2024

Aug 09, 2024
SELL
$100.16 - $107.88 $15,124 - $16,289
-151 Reduced 0.88%
16,919 $1.75 Million
Q1 2024

May 02, 2024
SELL
$98.17 - $108.31 $283,416 - $312,690
-2,887 Reduced 14.47%
17,070 $1.85 Million
Q4 2023

Feb 09, 2024
SELL
$85.95 - $101.55 $15,728 - $18,583
-183 Reduced 0.91%
19,957 $2.02 Million
Q3 2023

Nov 03, 2023
BUY
$90.0 - $97.29 $450 - $486
5 Added 0.02%
20,140 $1.83 Million
Q2 2023

Jul 17, 2023
SELL
$87.72 - $94.13 $41,228 - $44,241
-470 Reduced 2.28%
20,135 $1.89 Million
Q1 2023

Apr 20, 2023
SELL
$88.06 - $99.54 $28,971 - $32,748
-329 Reduced 1.57%
20,605 $1.91 Million
Q4 2022

Feb 09, 2023
BUY
$82.98 - $97.89 $109,201 - $128,823
1,316 Added 6.71%
20,934 $1.91 Million
Q3 2022

Oct 14, 2022
SELL
$81.86 - $99.37 $46,905 - $56,939
-573 Reduced 2.84%
19,618 $1.61 Million
Q2 2022

Jul 18, 2022
BUY
$88.4 - $105.81 $1.43 Million - $1.71 Million
16,150 Added 399.65%
20,191 $1.83 Million
Q1 2022

May 09, 2022
BUY
$100.54 - $114.92 $406,282 - $464,391
4,041 New
4,041 $423,000
Q4 2017

Feb 09, 2018
SELL
$78.02 - $84.64 $771,149 - $836,581
-9,884 Closed
0 $0
Q3 2017

Oct 19, 2017
BUY
$76.76 - $77.32 $758,695 - $764,230
9,884
9,884 $764,000

Others Institutions Holding VLUE

# of Institutions
504
Shares Held
50.5M
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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