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 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
4.24K+ 57.63% |
$473K - $530K
|
11.6K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-178- 3.27% |
$19.9K - $22.3K
|
5.26K
$687K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.72K+ 37.66% |
$192K - $215K
|
6.28K
$820K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-189- 8.65% |
$21.1K - $23.6K
|
2K
$261K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
44.7K+ 23.1% |
$4.98M - $5.58M
|
238K
$31.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.15KNew |
$463K - $519K
|
4.15K
$542K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-7.68K- 5.33% |
$856K - $960K
|
136K
$17.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.97KNew |
$331K - $371K
|
2.97K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
696+ 9.17% |
$77.6K - $87K
|
8.29K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
195+ 0.44% |
$21.8K - $24.4K
|
44.8K
$5.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14+ 0.54% |
$1.56K - $1.75K
|
2.61K
$341K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-498- 6.7% |
$55.6K - $62.3K
|
6.93K
$906K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.14% |
$112 - $125
|
713
$93.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-63- 1.95% |
$7.03K - $7.88K
|
3.16K
$413K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 8.33% |
$112 - $125
|
13
$1.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-837- 19.83% |
$93.4K - $105K
|
3.38K
$442K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.62K- 6.73% |
$181K - $202K
|
22.4K
$2.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-140- 2.98% |
$15.6K - $17.5K
|
4.56K
$595K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1K- 2.62% |
$112K - $125K
|
37.3K
$4.87M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
221+ 306.94% |
$24.7K - $27.6K
|
293
$38.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-710- 15.43% |
$79.2K - $88.8K
|
3.89K
$509K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
175+ 4.55% |
$19.5K - $21.9K
|
4.02K
$525K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
632K+ 264.04% |
$59.1M - $71.6M
|
872K
$114M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-188- 1.99% |
$17.6K - $21.3K
|
9.24K
$1.21M
|
|
|
Sep 24, 2025
Q2 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
2.91KNew |
$272K - $329K
|
2.91K
$380K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
10.8KNew |
$1.01M - $1.23M
|
10.8K
$1.42M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.28K- 56.82% |
$588K - $711K
|
4.78K
$624K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
36New |
$3.37K - $4.08K
|
36
$4.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Tlt Family Holdco Ulc
Toronto, |
BUY
|
- |
139KNew |
$13M - $15.7M
|
139K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
138New |
$12.9K - $15.6K
|
138
$18K
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-399- 17.92% |
$37.3K - $45.2K
|
1.83K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.57KNew |
$240K - $291K
|
2.57K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.37K- 41.03% |
$408K - $495K
|
6.28K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-91- 1.25% |
$8.51K - $10.3K
|
7.17K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-458- 1.8% |
$42.8K - $51.9K
|
25K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.02K- 6.24% |
$188K - $228K
|
30.3K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.98K+ 30.32% |
$933K - $1.13M
|
42.9K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
100New |
$9.35K - $11.3K
|
100
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.77KNew |
$166K - $201K
|
1.77K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-583- 20.08% |
$54.5K - $66K
|
2.32K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
156KNew |
$14.6M - $17.7M
|
156K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
22New |
$2.06K - $2.49K
|
22
$2.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.16K+ 34.16% |
$576K - $698K
|
24.2K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-530- 7.75% |
$49.6K - $60K
|
6.31K
$824K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
71+ 0.68% |
$6.64K - $8.04K
|
10.6K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
802New |
$75K - $90.8K
|
802
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-51.9K- 72.2% |
$4.86M - $5.88M
|
20K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33New |
$3.09K - $3.74K
|
33
$4.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-41- 0.93% |
$3.83K - $4.64K
|
4.35K
$569K
|
|