Latest Institutional Transactions on Ishares Msci Usa Value Factor (VLUE)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Value Factor (VLUE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.77K+ 5.1% |
$501K - $542K
|
98.3K
$9.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
118+ 17.35% |
$12.4K - $13.4K
|
798
$78.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.07% |
$420 - $454
|
5.47K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
698+ 17.85% |
$73.2K - $79.3K
|
4.61K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-522- 19.03% |
$54.8K - $59.3K
|
2.22K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.89K- 1.09% |
$303K - $329K
|
261K
$25.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-141- 29.01% |
$14.8K - $16K
|
345
$34K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 9.5% |
$73.2K - $79.3K
|
6.65K
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.06K- 25.64% |
$216K - $234K
|
5.98K
$590K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 7.61% |
$18.9K - $20.4K
|
2.18K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-159- 0.65% |
$16.7K - $18.1K
|
24.2K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-111- 2.46% |
$11.6K - $12.6K
|
4.4K
$434K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.47KNew |
$363K - $393K
|
3.47K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-660- 1.7% |
$69.2K - $74.9K
|
38.1K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-90- 2.03% |
$9.44K - $10.2K
|
4.34K
$428K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-5.28K- 35.17% |
$554K - $600K
|
9.73K
$960K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$231K - $250K
|
2.2K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.1K- 6.01% |
$116K - $125K
|
17.2K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$315 - $341
|
718
$70.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.36K+ 129.35% |
$353K - $382K
|
5.96K
$588K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$105 - $114
|
2.55K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-364- 5.94% |
$38.2K - $41.3K
|
5.77K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 54.15% |
$412K - $446K
|
11.2K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36KNew |
$457K - $495K
|
4.36K
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.14K- 99.06% |
$853K - $924K
|
77
$7.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.04K+ 4.27% |
$738K - $799K
|
172K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
66+ 0.63% |
$6.92K - $7.49K
|
10.5K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-696- 12.37% |
$73K - $79K
|
4.93K
$486K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-162- 3.85% |
$17K - $18.4K
|
4.05K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 12.27% |
$201K - $217K
|
13.7K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148New |
$15.5K - $16.8K
|
148
$14.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.5K- 20.34% |
$157K - $170K
|
5.86K
$578K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.57K+ 4.96% |
$689K - $746K
|
139K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
70+ 3.47% |
$7.34K - $7.95K
|
2.09K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.14KNew |
$225K - $243K
|
2.14K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
536New |
$56.2K - $60.9K
|
536
$52.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.42K- 37.79% |
$149K - $162K
|
2.34K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
14.5K+ 48.6% |
$1.52M - $1.64M
|
44.2K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
735+ 7.4% |
$77.1K - $83.5K
|
10.7K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$105 - $114
|
249
$24.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.62% |
$1.68K - $1.82K
|
2.58K
$254K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 3.64% |
$292K - $316K
|
79.1K
$7.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.2KNew |
$1.38M - $1.5M
|
13.2K
$1.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.81% |
$105 - $114
|
125
$12.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 7.67% |
$472K - $511K
|
54.2K
$5.35M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
429+ 12.95% |
$45K - $48.7K
|
3.74K
$369K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 4.22% |
$2.2K - $2.38K
|
477
$47.1K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
573+ 0.9% |
$60.1K - $65.1K
|
63.9K
$6.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-63.7K- 17.15% |
$6.68M - $7.24M
|
308K
$30.4M
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
125New |
$13K - $14.4K
|
125
$12.3K
|
|