Truepoint, Inc. Ishares Msci Usa Value Factor Transaction History

Truepoint, Inc.

$3.45 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$55.33 - $91.41 $143,747 - $237,483	-2,598 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$78.54 - $90.11 $204,046 - $234,105	2,598 New	2,598 $262,000

Others Institutions Holding VLUE

# of Institutions

432

Shares Held

53.4M

Call Options Held

4K

Put Options Held

0

Northwestern Mutual Wealth Management CO

18.9M
Shares

$2.05 Billion
1.93% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.49M
Shares

$488 Million
28.76% of portfolio
Matson Money. Inc.

3.7M
Shares

$402 Million
12.73% of portfolio
Mercer Global Advisors Inc Denver, CO

2.53M
Shares

$275 Million
0.66% of portfolio
Envestnet Asset Management Inc

2.52M
Shares

$273 Million
0.09% of portfolio

About ISHARES MSCI USA VALUE FACTOR

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