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 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 16.0% |
$114K - $128K
|
5.36K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.25K- 3.85% |
$140K - $157K
|
31.3K
$4.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.54% |
$2.01K - $2.25K
|
3.36K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 4.63% |
$186K - $208K
|
37.6K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.87K+ 114.55% |
$432K - $484K
|
7.25K
$948K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.7% |
$112 - $125
|
143
$18.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.76K+ 19.94% |
$308K - $345K
|
16.6K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-210- 1.55% |
$23.4K - $26.3K
|
13.4K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-721- 5.49% |
$80.4K - $90.2K
|
12.4K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.2% |
$112 - $125
|
489
$63.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
281+ 41.45% |
$31.3K - $35.1K
|
959
$125K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.6K+ 1.12% |
$289K - $325K
|
235K
$30.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.11KNew |
$236K - $264K
|
2.11K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-271- 8.72% |
$30.2K - $33.9K
|
2.84K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
328+ 3.33% |
$36.6K - $41K
|
10.2K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-870- 5.19% |
$97K - $109K
|
15.9K
$2.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.75K+ 26.39% |
$195K - $219K
|
8.39K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.4K+ 13617.97% |
$1.94M - $2.18M
|
17.6K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.97K+ 3.98% |
$778K - $872K
|
182K
$23.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
300+ 1.34% |
$33.5K - $37.5K
|
22.7K
$2.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.84% |
$1.67K - $1.88K
|
1.81K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 11.29% |
$168K - $188K
|
11.8K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.89K+ 59.04% |
$210K - $236K
|
5.08K
$664K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-185- 7.35% |
$20.6K - $23.1K
|
2.33K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
110New |
$12.3K - $13.8K
|
110
$14.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
925+ 248.66% |
$103K - $116K
|
1.3K
$169K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-378- 68.35% |
$42.2K - $47.3K
|
175
$22.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.08K+ 8.97% |
$232K - $260K
|
25.3K
$3.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-1.25K- 60.58% |
$140K - $157K
|
816
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.4K+ 6.08% |
$2.06M - $2.31M
|
322K
$42M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-19.4K- 5.22% |
$2.17M - $2.43M
|
353K
$46.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24K+ 171.43% |
$2.68M - $3M
|
38K
$4.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-806- 32.28% |
$89.9K - $101K
|
1.69K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.67KNew |
$186K - $209K
|
1.67K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 3.55% |
$112K - $125K
|
27.2K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.62KNew |
$850K - $952K
|
7.62K
$995K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.62KNew |
$181K - $203K
|
1.62K
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 12.92% |
$226K - $253K
|
13.6K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-331- 22.91% |
$36.9K - $41.4K
|
1.11K
$146K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.14K- 32.77% |
$351K - $393K
|
6.45K
$843K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
104+ 0.82% |
$11.6K - $13K
|
12.8K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
521New |
$58.1K - $65.2K
|
521
$68.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-876- 17.45% |
$97.7K - $110K
|
4.14K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
38.9K+ 0.83% |
$4.34M - $4.86M
|
4.7M
$614M
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
45.1KNew |
$5.03M - $5.64M
|
45.1K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-2K- 24.16% |
$224K - $251K
|
6.29K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-204- 5.11% |
$22.8K - $25.5K
|
3.79K
$495K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$1K - $1.13K
|
9
$1.18K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.54K- 15.05% |
$171K - $192K
|
8.66K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
28KNew |
$3.13M - $3.5M
|
28K
$3.66M
|
|