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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.33K+ 12.15% |
$407K - $441K
|
30.7K
$4.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-227- 31.84% |
$27.8K - $30.1K
|
486
$63.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.76KNew |
$460K - $499K
|
3.76K
$491K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
23+ 0.2% |
$2.81K - $3.05K
|
11.7K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13KNew |
$1.59M - $1.72M
|
13K
$1.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 6.15% |
$978 - $1.06K
|
122
$15.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.4K- 28.25% |
$294K - $319K
|
6.1K
$798K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
221+ 11.64% |
$27K - $29.3K
|
2.12K
$277K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-78- 2.96% |
$9.54K - $10.3K
|
2.56K
$334K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
343+ 4.35% |
$41.9K - $45.5K
|
8.23K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-256- 0.31% |
$31.3K - $34K
|
81K
$10.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-500- 40.19% |
$61.1K - $66.3K
|
744
$97.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
176New |
$21.5K - $23.3K
|
176
$23K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
259+ 14.96% |
$31.7K - $34.4K
|
1.99K
$260K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
352+ 20.78% |
$43K - $46.7K
|
2.05K
$267K
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-633- 3.61% |
$77.4K - $84K
|
16.9K
$2.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.52KNew |
$186K - $202K
|
1.52K
$199K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
15+ 0.57% |
$1.83K - $1.99K
|
2.63K
$343K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
68+ 0.59% |
$8.32K - $9.02K
|
11.5K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-365- 16.77% |
$44.6K - $48.4K
|
1.81K
$237K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
367+ 5.85% |
$44.9K - $48.7K
|
6.64K
$868K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
755New |
$92.3K - $100K
|
755
$98.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.05K+ 15.49% |
$129K - $140K
|
7.85K
$1.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.58KNew |
$193K - $209K
|
1.58K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.3KNew |
$770K - $836K
|
6.3K
$823K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
404+ 13.63% |
$49.4K - $53.6K
|
3.37K
$440K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-130- 2.47% |
$15.9K - $17.2K
|
5.13K
$670K
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-416- 10.03% |
$50.9K - $55.2K
|
3.73K
$487K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-87- 4.09% |
$10.6K - $11.5K
|
2.04K
$266K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-1.4K- 3.47% |
$172K - $186K
|
39K
$5.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-119- 3.14% |
$14.6K - $15.8K
|
3.67K
$480K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3+ 0.09% |
$367 - $398
|
3.41K
$445K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.95K+ 1.08% |
$606K - $657K
|
464K
$60.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.5KNew |
$2.14M - $2.32M
|
17.5K
$2.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.56K- 2.14% |
$680K - $738K
|
254K
$33.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.88K+ 244.6% |
$842K - $913K
|
9.7K
$1.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 2.99% |
$1.35K - $1.46K
|
357
$46.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-32- 1.81% |
$3.91K - $4.25K
|
1.73K
$226K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
747+ 0.55% |
$91.4K - $99.1K
|
137K
$17.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65- 0.17% |
$7.95K - $8.62K
|
37.2K
$4.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.6K+ 187.83% |
$1.3M - $1.41M
|
16.3K
$2.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-104- 1.02% |
$12.7K - $13.8K
|
10.1K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.1KNew |
$3.56M - $3.86M
|
29.1K
$3.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-23- 29.11% |
$2.81K - $3.05K
|
56
$7.32K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.43K- 10.3% |
$175K - $189K
|
12.4K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-115- 0.52% |
$14.1K - $15.3K
|
21.9K
$2.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.03K+ 79.63% |
$249K - $270K
|
4.59K
$599K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55.4KNew |
$6.77M - $7.34M
|
55.4K
$7.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.59KNew |
$195K - $211K
|
1.59K
$208K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-963- 28.65% |
$118K - $128K
|
2.4K
$313K
|
|