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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26M- 90.43% |
$141M - $158M
|
134K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-430- 5.29% |
$48K - $53.8K
|
7.71K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.18% |
$446 - $500
|
2.18K
$284K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
976+ 16.23% |
$109K - $122K
|
6.99K
$913K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-170- 1.68% |
$19K - $21.3K
|
9.94K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.35% |
$781 - $875
|
1.98K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.9KNew |
$323K - $363K
|
2.9K
$379K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.6KNew |
$179K - $200K
|
1.6K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-677- 31.46% |
$75.5K - $84.7K
|
1.48K
$193K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$335 - $375
|
724
$94.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.45K+ 11.12% |
$273K - $306K
|
24.4K
$3.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.12% |
$335 - $375
|
2.58K
$337K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$335 - $375
|
3
$392
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17- 0.4% |
$1.9K - $2.13K
|
4.28K
$560K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
50+ 1.36% |
$5.58K - $6.25K
|
3.74K
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
21+ 0.45% |
$2.34K - $2.63K
|
4.73K
$618K
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-87- 4.17% |
$9.7K - $10.9K
|
2K
$261K
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
320KNew |
$35.7M - $40M
|
320K
$41.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-880- 2.94% |
$98.2K - $110K
|
29.1K
$3.8M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51+ 7.18% |
$5.69K - $6.38K
|
761
$99.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-42.8K- 22.5% |
$4.78M - $5.35M
|
147K
$19.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-54- 1.15% |
$6.02K - $6.75K
|
4.63K
$605K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 41.07% |
$2.57K - $2.88K
|
79
$10.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-9.2K- 75.41% |
$1.03M - $1.15M
|
3K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
178New |
$19.9K - $22.3K
|
178
$23.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-711- 4.14% |
$79.3K - $88.9K
|
16.5K
$2.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.53% |
$335 - $375
|
564
$73.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
36+ 0.83% |
$4.02K - $4.5K
|
4.37K
$571K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.83K- 7.68% |
$204K - $228K
|
22K
$2.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-37.1K- 81.38% |
$4.14M - $4.65M
|
8.5K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.03K+ 15.13% |
$115K - $129K
|
7.87K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
461New |
$51.4K - $57.6K
|
461
$60.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-561- 1.92% |
$62.6K - $70.2K
|
28.6K
$3.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-123- 0.7% |
$13.7K - $15.4K
|
17.4K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10+ 0.53% |
$1.12K - $1.25K
|
1.89K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
30New |
$3.35K - $3.75K
|
30
$3.92K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12- 0.2% |
$1.34K - $1.5K
|
6.08K
$794K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-716- 4.01% |
$79.9K - $89.5K
|
17.1K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-10K- 11.58% |
$1.12M - $1.25M
|
76.4K
$9.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.88K- 12.98% |
$321K - $360K
|
19.3K
$2.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-220- 53.92% |
$24.5K - $27.5K
|
188
$24.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-404- 13.94% |
$45.1K - $50.5K
|
2.49K
$326K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128+ 2.66% |
$14.3K - $16K
|
4.94K
$646K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 2.84% |
$122K - $137K
|
39.7K
$5.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.73KNew |
$193K - $216K
|
1.73K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.3K+ 22.81% |
$6.83M - $7.66M
|
330K
$43.1M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
23+ 0.54% |
$2.57K - $2.88K
|
4.31K
$563K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-166- 5.87% |
$18.5K - $20.8K
|
2.66K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-52- 2.67% |
$5.8K - $6.5K
|
1.9K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
20New |
$2.23K - $2.5K
|
20
$2.61K
|
|