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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.19KNew |
$133K - $149K
|
1.19K
$156K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-200- 0.69% |
$22.3K - $25K
|
28.9K
$3.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-86- 0.21% |
$9.59K - $10.8K
|
40.4K
$5.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6+ 0.18% |
$669 - $750
|
3.41K
$445K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.59K- 0.99% |
$288K - $323K
|
260K
$34M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.67K- 9.25% |
$298K - $334K
|
26.2K
$3.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.07K+ 11.72% |
$230K - $258K
|
19.7K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-54- 85.71% |
$6.02K - $6.75K
|
9
$1.18K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-250- 16.73% |
$27.9K - $31.3K
|
1.24K
$163K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.75KNew |
$195K - $219K
|
1.75K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
594New |
$66.3K - $74.3K
|
594
$77.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-7.32K- 47.97% |
$816K - $915K
|
7.94K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.43K+ 0.83% |
$159K - $179K
|
175K
$22.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
103+ 0.53% |
$11.5K - $12.9K
|
19.5K
$2.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
813+ 40.63% |
$90.7K - $102K
|
2.81K
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-20- 0.93% |
$2.23K - $2.5K
|
2.13K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 11.1% |
$2.2M - $2.46M
|
158K
$20.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-73- 3.97% |
$8.14K - $9.13K
|
1.77K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-44- 0.37% |
$4.91K - $5.5K
|
11.7K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.05% |
$335 - $375
|
5.48K
$716K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
8+ 0.12% |
$892 - $1K
|
6.79K
$888K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.63K+ 1.24% |
$628K - $704K
|
459K
$60M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-69- 15.79% |
$7.7K - $8.63K
|
368
$48.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
91New |
$10.2K - $11.4K
|
91
$11.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.35K- 3.49% |
$262K - $294K
|
65.1K
$8.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
57+ 2.1% |
$6.36K - $7.13K
|
2.77K
$362K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-28- 0.94% |
$3.12K - $3.5K
|
2.96K
$386K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-590- 0.72% |
$65.8K - $73.8K
|
81.3K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 1.25% |
$5.58K - $6.25K
|
3.95K
$516K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-787- 4.77% |
$87.8K - $98.4K
|
15.7K
$2.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$112 - $125
|
4.71K
$615K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
87+ 0.47% |
$9.7K - $10.9K
|
18.6K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15- 0.64% |
$1.67K - $1.88K
|
2.32K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
12+ 0.09% |
$1.34K - $1.5K
|
13.9K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-196- 6.93% |
$21.9K - $24.5K
|
2.63K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-9- 0.1% |
$1K - $1.13K
|
9.31K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 8.82% |
$335 - $375
|
37
$4.83K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
61+ 0.54% |
$6.8K - $7.63K
|
11.5K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
803New |
$89.6K - $100K
|
803
$105K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-237- 5.37% |
$26.4K - $29.6K
|
4.17K
$545K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-361- 9.84% |
$40.3K - $45.1K
|
3.31K
$432K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 6.06% |
$175K - $196K
|
27.4K
$3.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1- 0.01% |
$112 - $125
|
10.2K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.69KNew |
$189K - $212K
|
1.69K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.65KNew |
$630K - $707K
|
5.65K
$738K
|
|