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 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.46K+ 7.6% |
$152K - $168K
|
20.6K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18+ 0.71% |
$1.87K - $2.08K
|
2.56K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3.13% |
$1.44M - $1.59M
|
455K
$48.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-245- 5.5% |
$25.5K - $28.3K
|
4.21K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$2.5K - $2.77K
|
24
$2.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$288K - $319K
|
2.77K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-96- 1.29% |
$9.98K - $11.1K
|
7.36K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-747- 24.37% |
$77.7K - $86.2K
|
2.32K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
302New |
$31.4K - $34.8K
|
302
$32.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 16.17% |
$2.81K - $3.12K
|
194
$20.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
215+ 0.87% |
$22.4K - $24.8K
|
25K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-326- 72.44% |
$33.9K - $37.6K
|
124
$13.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-246- 6.13% |
$25.6K - $28.4K
|
3.77K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
56New |
$5.82K - $6.46K
|
56
$5.99K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-28- 0.16% |
$2.91K - $3.23K
|
17.4K
$1.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.41K+ 2.32% |
$875K - $970K
|
372K
$39.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1KNew |
$104K - $115K
|
1K
$107K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-584- 14.99% |
$60.7K - $67.4K
|
3.31K
$354K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
857+ 1.37% |
$89.1K - $98.9K
|
63.3K
$6.77M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
234KNew |
$23.2M - $25.5M
|
234K
$25M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
5.32KNew |
$527K - $580K
|
5.32K
$568K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
802New |
$79.5K - $87.6K
|
802
$85.8K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.15K+ 10.51% |
$114K - $125K
|
12.1K
$1.29M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-65- 1.6% |
$6.44K - $7.1K
|
4K
$428K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$232K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
270New |
$26.8K - $29.5K
|
270
$28.9K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-21- 0.97% |
$2.08K - $2.29K
|
2.14K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-31- 37.8% |
$3.07K - $3.38K
|
51
$5.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
141+ 40.87% |
$14K - $15.4K
|
486
$52K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38New |
$3.77K - $4.15K
|
38
$4.06K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15.4K- 82.92% |
$1.53M - $1.68M
|
3.17K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
240+ 8.18% |
$23.8K - $26.2K
|
3.17K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
217+ 7.81% |
$21.5K - $23.7K
|
3K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-501- 11.32% |
$49.7K - $54.7K
|
3.92K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.32K- 99.92% |
$627K - $690K
|
5
$535
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
232New |
$23K - $25.3K
|
232
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
37New |
$3.67K - $4.04K
|
37
$3.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
913+ 5.2% |
$90.5K - $99.7K
|
18.5K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52.1K- 3.45% |
$5.16M - $5.69M
|
1.46M
$156M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
253New |
$25.1K - $27.6K
|
253
$27.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
328+ 5.75% |
$32.5K - $35.8K
|
6.03K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
275New |
$27.3K - $30K
|
275
$29.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Spider Management Company, LLC
Richmond, VA |
SELL
|
- |
-233K- 75.19% |
$23.1M - $25.5M
|
77K
$8.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
688KNew |
$68.2M - $75.1M
|
688K
$73.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 35.25% |
$4.26K - $4.69K
|
79
$8.45K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
478New |
$47.4K - $52.2K
|
478
$51.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
191New |
$18.9K - $20.9K
|
191
$20.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.61% |
$99.1 - $109
|
164
$17.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-13- 0.16% |
$1.29K - $1.42K
|
8.06K
$862K
|
|