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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
357+ 0.92% |
$35.4K - $39K
|
39K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
328+ 5.75% |
$32.5K - $35.8K
|
6.03K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
320+ 0.78% |
$31.7K - $34.9K
|
41.5K
$4.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
279New |
$27.7K - $30.5K
|
279
$31K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
277+ 3.78% |
$27.5K - $30.2K
|
7.61K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
275New |
$27.3K - $30K
|
275
$30.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
270New |
$26.8K - $29.5K
|
270
$30K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
253New |
$25.1K - $27.6K
|
253
$28.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
240+ 8.18% |
$23.8K - $26.2K
|
3.17K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
232New |
$23K - $25.3K
|
232
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
227+ 6.94% |
$22.5K - $24.8K
|
3.5K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
217+ 7.81% |
$21.5K - $23.7K
|
3K
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
191New |
$18.9K - $20.9K
|
191
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
175New |
$17.3K - $19.1K
|
175
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
156+ 1.81% |
$15.5K - $17K
|
8.78K
$975K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
154+ 1.07% |
$15.3K - $16.8K
|
14.5K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
141+ 40.87% |
$14K - $15.4K
|
486
$54K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124New |
$12.3K - $13.5K
|
124
$13.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
122+ 0.44% |
$12.1K - $13.3K
|
27.6K
$3.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
103New |
$10.2K - $11.2K
|
103
$11.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 3.52% |
$8.33K - $9.17K
|
2.47K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
72+ 2.16% |
$7.14K - $7.86K
|
3.41K
$379K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 205.88% |
$6.94K - $7.64K
|
104
$11.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 1.22% |
$6.74K - $7.42K
|
5.66K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59New |
$5.85K - $6.44K
|
59
$6.55K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54+ 1.28% |
$5.35K - $5.9K
|
4.27K
$474K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 3.42% |
$4.16K - $4.59K
|
1.27K
$141K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
39+ 0.22% |
$3.87K - $4.26K
|
17.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38New |
$3.77K - $4.15K
|
38
$4.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
37New |
$3.67K - $4.04K
|
37
$4.11K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 2.52% |
$3.17K - $3.49K
|
1.3K
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
24+ 0.75% |
$2.38K - $2.62K
|
3.21K
$356K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24New |
$2.38K - $2.62K
|
24
$2.66K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
23+ 0.54% |
$2.28K - $2.51K
|
4.31K
$478K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
18+ 0.72% |
$1.78K - $1.97K
|
2.5K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 0.49% |
$1.59K - $1.75K
|
3.3K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.49% |
$1.19K - $1.31K
|
2.46K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$991 - $1.09K
|
10
$1.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 0.05% |
$694 - $764
|
14.9K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$595 - $655
|
5.63K
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.09% |
$496 - $546
|
5.47K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.86% |
$397 - $437
|
470
$52.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.74% |
$397 - $437
|
541
$60.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$297 - $328
|
2.95K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.07% |
$297 - $328
|
4.16K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3+ 0.07% |
$297 - $328
|
4.42K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.01% |
$198 - $218
|
38.6K
$4.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.68% |
$198 - $218
|
296
$32.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 2.7% |
$198 - $218
|
76
$8.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.53% |
$99.1 - $109
|
191
$21.2K
|