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 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
53+ 1.51% |
$5.51K - $6.12K
|
3.57K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
521+ 18.82% |
$54.2K - $60.1K
|
3.29K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-929- 3.71% |
$96.6K - $107K
|
24.1K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.19K- 11.27% |
$435K - $483K
|
33K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-9- 0.05% |
$936 - $1.04K
|
18.1K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$312 - $346
|
715
$76.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-127- 4.67% |
$13.2K - $14.7K
|
2.59K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.3K+ 16.38% |
$136K - $150K
|
9.26K
$991K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$2.08K - $2.31K
|
15.6K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-774- 8.96% |
$80.5K - $89.3K
|
7.87K
$842K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
675New |
$70.2K - $77.9K
|
675
$72.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
104+ 2.73% |
$10.8K - $12K
|
3.91K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-45- 0.65% |
$4.68K - $5.19K
|
6.93K
$741K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 9.29% |
$1.77K - $1.96K
|
200
$21.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.87KNew |
$299K - $331K
|
2.87K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
29+ 0.69% |
$3.02K - $3.35K
|
4.23K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.9KNew |
$1.65M - $1.83M
|
15.9K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
528+ 3.48% |
$54.9K - $60.9K
|
15.7K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
56+ 0.48% |
$5.82K - $6.46K
|
11.7K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4- 0.16% |
$416 - $462
|
2.55K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 23.6% |
$157K - $174K
|
4.88K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
73+ 0.7% |
$7.59K - $8.42K
|
10.4K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-23- 0.52% |
$2.39K - $2.65K
|
4.43K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
11.3K+ 9.32% |
$1.17M - $1.3M
|
132K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-20- 0.78% |
$2.08K - $2.31K
|
2.56K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 17.85% |
$10.7K - $11.9K
|
680
$72.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-697- 22.77% |
$72.5K - $80.4K
|
2.36K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
25New |
$2.6K - $2.88K
|
25
$2.67K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 82.21% |
$13.9K - $15.5K
|
29
$3.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
379+ 2.88% |
$39.4K - $43.7K
|
13.6K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
488New |
$50.8K - $56.3K
|
488
$52.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-634- 2.09% |
$65.9K - $73.2K
|
29.7K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.17K- 45.74% |
$538K - $596K
|
6.13K
$656K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.05% |
$208 - $231
|
4.12K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.99K- 21.39% |
$519K - $576K
|
18.4K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.23% |
$520 - $577
|
2.17K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159- 0.06% |
$16.5K - $18.3K
|
264K
$28.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.19% |
$2.08K - $2.31K
|
10.4K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9- 0.01% |
$936 - $1.04K
|
76.4K
$8.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$1.56K - $1.73K
|
23.1K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-536- 16.35% |
$55.7K - $61.8K
|
2.74K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-121- 2.56% |
$12.6K - $14K
|
4.6K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-189- 6.78% |
$19.7K - $21.8K
|
2.6K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-11- 0.09% |
$1.14K - $1.27K
|
12.1K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 49.14% |
$340K - $378K
|
9.93K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$104 - $115
|
1
$107
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-335- 6.14% |
$34.8K - $38.7K
|
5.12K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-270- 4.58% |
$28.1K - $31.2K
|
5.63K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
10New |
$1.04K - $1.15K
|
10
$1.07K
|