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 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
105+ 4.31% |
$11.7K - $13.1K
|
2.54K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160+ 64.0% |
$17.8K - $20K
|
410
$53.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-521- 11.69% |
$58.1K - $65.2K
|
3.94K
$514K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.38% |
$1.78K - $2K
|
4.22K
$552K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.32K- 1.9% |
$147K - $165K
|
68.1K
$8.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-56- 1.69% |
$6.25K - $7K
|
3.25K
$425K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-4.14K- 0.34% |
$461K - $517K
|
1.21M
$158M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
5.67K+ 2.36% |
$632K - $709K
|
245K
$32M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.43K- 17.59% |
$940K - $1.05M
|
39.5K
$5.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.88K- 5.85% |
$210K - $235K
|
30.2K
$3.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.41% |
$223 - $250
|
489
$63.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.59K+ 122.1% |
$735K - $824K
|
12K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.51KNew |
$949K - $1.06M
|
8.51K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.08KNew |
$232K - $260K
|
2.08K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.06K+ 106.22% |
$453K - $508K
|
7.89K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-845- 5.5% |
$94.3K - $106K
|
14.5K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
418+ 5.97% |
$46.6K - $52.3K
|
7.42K
$970K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$2.01K - $2.25K
|
18
$2.35K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
275+ 5.95% |
$30.7K - $34.4K
|
4.9K
$640K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
28+ 0.14% |
$3.12K - $3.5K
|
19.4K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 2.53% |
$253K - $284K
|
87.5K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.38K- 5.65% |
$154K - $172K
|
23K
$3.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-150- 6.88% |
$16.7K - $18.8K
|
2.03K
$265K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
807New |
$90K - $101K
|
807
$105K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.81% |
$112 - $125
|
122
$15.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-530- 2.93% |
$59.1K - $66.3K
|
17.5K
$2.29M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-31.8K- 5.61% |
$3.55M - $3.98M
|
535K
$69.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-703- 13.81% |
$78.4K - $87.9K
|
4.39K
$573K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-54- 16.62% |
$6.02K - $6.75K
|
271
$35.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-134- 0.87% |
$14.9K - $16.8K
|
15.3K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-173- 1.43% |
$19.3K - $21.6K
|
11.9K
$1.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-25.8K- 51.6% |
$2.88M - $3.23M
|
24.2K
$3.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.59KNew |
$289K - $324K
|
2.59K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.55KNew |
$285K - $319K
|
2.55K
$334K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.35K- 17.38% |
$150K - $169K
|
6.41K
$838K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-278- 2.77% |
$31K - $34.8K
|
9.77K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.71KNew |
$191K - $214K
|
1.71K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-349- 2.79% |
$38.9K - $43.6K
|
12.2K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
107+ 1.75% |
$11.9K - $13.4K
|
6.21K
$812K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-42- 0.87% |
$4.69K - $5.25K
|
4.77K
$623K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-931- 5.73% |
$104K - $116K
|
15.3K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-653- 10.77% |
$72.8K - $81.7K
|
5.41K
$707K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 3.69% |
$168K - $188K
|
42.3K
$5.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-21- 1.09% |
$2.34K - $2.63K
|
1.91K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.43K- 7.8% |
$605K - $679K
|
64.2K
$8.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
426+ 5.1% |
$47.5K - $53.3K
|
8.78K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
623+ 10.63% |
$69.5K - $77.9K
|
6.49K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-137- 0.46% |
$15.3K - $17.1K
|
29.5K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 20.0% |
$2.23K - $2.5K
|
120
$15.7K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.16% |
$446 - $500
|
2.48K
$324K
|
|