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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$284K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-21- 0.97% |
$2.08K - $2.29K
|
2.14K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-31- 37.8% |
$3.07K - $3.38K
|
51
$6.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38New |
$3.77K - $4.15K
|
38
$4.97K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15.4K- 82.92% |
$1.53M - $1.68M
|
3.17K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
217+ 7.81% |
$21.5K - $23.7K
|
3K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-501- 11.32% |
$49.7K - $54.7K
|
3.92K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
232New |
$23K - $25.3K
|
232
$30.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
37New |
$3.67K - $4.04K
|
37
$4.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
913+ 5.2% |
$90.5K - $99.7K
|
18.5K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52.1K- 3.45% |
$5.16M - $5.69M
|
1.46M
$191M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
253New |
$25.1K - $27.6K
|
253
$33.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
275New |
$27.3K - $30K
|
275
$35.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Spider Management Company, LLC
Richmond, VA |
SELL
|
- |
-233K- 75.19% |
$23.1M - $25.5M
|
77K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
688KNew |
$68.2M - $75.1M
|
688K
$89.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 35.25% |
$4.26K - $4.69K
|
79
$10.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
478New |
$47.4K - $52.2K
|
478
$62.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
191New |
$18.9K - $20.9K
|
191
$25K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.61% |
$99.1 - $109
|
164
$21.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1New |
$99.1 - $109
|
1
$131
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-238- 94.07% |
$23.6K - $26K
|
15
$1.96K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-40- 65.57% |
$3.97K - $4.37K
|
21
$2.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 46.51% |
$9.91K - $10.9K
|
115
$15K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3- 0.86% |
$297 - $328
|
345
$45.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 1.56% |
$397 - $437
|
253
$33.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124New |
$12.3K - $13.5K
|
124
$16.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 26.12% |
$115K - $127K
|
3.28K
$428K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-20- 0.34% |
$1.98K - $2.18K
|
5.78K
$755K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-64- 19.45% |
$6.34K - $6.99K
|
265
$34.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 18.06% |
$1.29K - $1.42K
|
59
$7.71K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
103New |
$10.2K - $11.2K
|
103
$13.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.68% |
$198 - $218
|
296
$38.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.18K- 27.19% |
$117K - $129K
|
3.15K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 205.88% |
$6.94K - $7.64K
|
104
$13.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
420New |
$41.6K - $45.9K
|
420
$54.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70.2K- 27.48% |
$6.96M - $7.67M
|
185K
$24.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 13.48% |
$1.53M - $1.69M
|
130K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$991 - $1.09K
|
10
$1.31K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-31- 1.38% |
$3.07K - $3.38K
|
2.22K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 2.7% |
$198 - $218
|
76
$9.93K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.74% |
$3.87K - $4.26K
|
5.24K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-611- 23.57% |
$60.6K - $66.7K
|
1.98K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
418+ 0.75% |
$41.4K - $45.6K
|
56.1K
$7.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
279New |
$27.7K - $30.5K
|
279
$36.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-28- 80.0% |
$2.78K - $3.06K
|
7
$915
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.71K- 34.95% |
$170K - $187K
|
3.19K
$416K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.57KNew |
$156K - $171K
|
1.57K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-20- 0.79% |
$1.98K - $2.18K
|
2.51K
$328K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.9KNew |
$391K - $421K
|
3.9K
$510K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.8KNew |
$280K - $302K
|
2.8K
$366K
|
|