Kingswood Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,752 shares of VLUE stock, worth $228,916. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,752
Holding current value
$228,916
% of portfolio
0.01%

Shares

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

Oct 23, 2025
BUY
$111.55 - $125.05 $195,435 - $219,087
1,752 New
1,752 $219 Million
Q1 2025

Jul 25, 2025
BUY
$104.89 - $113.56 $223,415 - $241,882
2,130 New
2,130 $227 Million
Q1 2025

Apr 21, 2025
BUY
$104.89 - $113.56 $140,133 - $151,716
1,336 Added 46.52%
4,208 $448 Million
Q4 2024

Jan 22, 2025
BUY
$104.01 - $115.38 $298,716 - $331,371
2,872 New
2,872 $303 Million

Others Institutions Holding VLUE

# of Institutions
499
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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