Latest Institutional Purchases of Ishares Msci Usa Value Factor (VLUE)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Value Factor (VLUE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
14.5K+ 48.6% |
$1.52M - $1.64M
|
44.2K
$4.4M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.2KNew |
$1.38M - $1.5M
|
13.2K
$1.31M
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.04K+ 4.27% |
$738K - $799K
|
172K
$17.1M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.57K+ 4.96% |
$689K - $746K
|
139K
$13.8M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36KNew |
$457K - $495K
|
4.36K
$434K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 54.15% |
$412K - $446K
|
11.2K
$1.11M
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.47KNew |
$363K - $393K
|
3.47K
$345K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.36K+ 129.35% |
$353K - $382K
|
5.96K
$594K
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 3.64% |
$292K - $316K
|
79.1K
$7.88M
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$231K - $250K
|
2.2K
$219K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.14KNew |
$225K - $243K
|
2.14K
$213K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
735+ 7.4% |
$77.1K - $83.5K
|
10.7K
$1.06M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
698+ 17.85% |
$73.2K - $79.3K
|
4.61K
$459K
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
573+ 0.9% |
$60.1K - $65.1K
|
63.9K
$6.36M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
536New |
$56.2K - $60.9K
|
536
$53.4K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
429+ 12.95% |
$45K - $48.7K
|
3.74K
$372K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148New |
$15.5K - $16.8K
|
148
$14.7K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
118+ 17.35% |
$12.4K - $13.4K
|
798
$79.4K
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
70+ 3.47% |
$7.34K - $7.95K
|
2.09K
$208K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
66+ 0.63% |
$6.92K - $7.49K
|
10.5K
$1.05M
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.62% |
$1.68K - $1.82K
|
2.58K
$257K
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.07% |
$420 - $454
|
5.47K
$545K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$315 - $341
|
718
$71.5K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$105 - $114
|
249
$24.8K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.81% |
$105 - $114
|
125
$12.4K
|
|
Q4 2024 | |||||||
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
685K+ 3.52% |
$71.2M - $79M
|
20.1M
$2B
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
326KNew |
$34M - $37.7M
|
326K
$32.5M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
258KNew |
$26.9M - $29.8M
|
258K
$25.7M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
92.8KNew |
$9.66M - $10.7M
|
92.8K
$9.24M
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
78.9K+ 1.75% |
$8.21M - $9.11M
|
4.59M
$457M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.6K+ 1132.38% |
$5.47M - $6.07M
|
57.2K
$5.7M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.3KNew |
$4.4M - $4.88M
|
42.3K
$4.21M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40.5K+ 207.62% |
$4.21M - $4.67M
|
60K
$5.97M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.1K+ 921.05% |
$3.76M - $4.17M
|
40.1K
$3.99M
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
33.1KNew |
$3.45M - $3.82M
|
33.1K
$3.3M
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
29.3K+ 13.33% |
$3.05M - $3.38M
|
249K
$24.8M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.1K+ 7.12% |
$2.82M - $3.13M
|
408K
$40.6M
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
23.9K+ 6.01% |
$2.49M - $2.76M
|
421K
$41.9M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.2K+ 1.27% |
$2.41M - $2.67M
|
1.84M
$184M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.8KNew |
$2.37M - $2.63M
|
22.8K
$2.27M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 3.01% |
$2.3M - $2.55M
|
756K
$75.3M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.1K+ 47.78% |
$2.2M - $2.44M
|
65.3K
$6.5M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
20.6K+ 59.03% |
$2.14M - $2.38M
|
55.5K
$5.53M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
18.8KNew |
$1.96M - $2.17M
|
18.8K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
18.6KNew |
$1.94M - $2.15M
|
18.6K
$1.85M
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.9KNew |
$1.65M - $1.83M
|
15.9K
$1.58M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.3KNew |
$1.59M - $1.77M
|
15.3K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3.13% |
$1.44M - $1.59M
|
455K
$45.3M
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
13.1KNew |
$1.36M - $1.51M
|
13.1K
$1.3M
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.8K+ 88.33% |
$1.23M - $1.36M
|
25.1K
$2.5M
|