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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.44KNew |
$272K - $305K
|
2.44K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.39KNew |
$266K - $299K
|
2.39K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.12KNew |
$236K - $265K
|
2.12K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.11KNew |
$236K - $264K
|
2.11K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.08K+ 8.97% |
$232K - $260K
|
25.3K
$3.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.08KNew |
$232K - $260K
|
2.08K
$271K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.07K+ 11.72% |
$230K - $258K
|
19.7K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.95KNew |
$217K - $243K
|
1.95K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.89K+ 59.04% |
$210K - $236K
|
5.08K
$664K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.75KNew |
$195K - $219K
|
1.75K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.75K+ 26.39% |
$195K - $219K
|
8.39K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.71KNew |
$191K - $214K
|
1.71K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.67KNew |
$187K - $209K
|
1.67K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.67KNew |
$186K - $209K
|
1.67K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 4.63% |
$186K - $208K
|
37.6K
$4.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.6KNew |
$179K - $200K
|
1.6K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 3.69% |
$168K - $188K
|
42.3K
$5.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.43K+ 0.83% |
$159K - $179K
|
175K
$22.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.35K+ 26900.0% |
$150K - $168K
|
1.35K
$176K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.19KNew |
$133K - $149K
|
1.19K
$156K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.03K+ 15.13% |
$115K - $129K
|
7.87K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
976+ 16.23% |
$109K - $122K
|
6.99K
$913K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
925+ 248.66% |
$103K - $116K
|
1.3K
$169K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
863New |
$96.3K - $108K
|
863
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
862+ 26.56% |
$96.2K - $108K
|
4.11K
$537K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
807New |
$90K - $101K
|
807
$105K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
803New |
$89.6K - $100K
|
803
$105K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
623+ 10.63% |
$69.5K - $77.9K
|
6.49K
$847K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
614+ 20.05% |
$68.5K - $76.8K
|
3.68K
$480K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
594New |
$66.3K - $74.3K
|
594
$77.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
564+ 3.85% |
$62.9K - $70.5K
|
15.2K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
521New |
$58.1K - $65.2K
|
521
$68.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
470+ 17.76% |
$52.4K - $58.8K
|
3.12K
$407K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
461New |
$51.4K - $57.6K
|
461
$60.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
418+ 5.97% |
$46.6K - $52.3K
|
7.42K
$970K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
328+ 3.33% |
$36.6K - $41K
|
10.2K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
321+ 2.69% |
$35.8K - $40.1K
|
12.2K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
300+ 1.34% |
$33.5K - $37.5K
|
22.7K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
281+ 41.45% |
$31.3K - $35.1K
|
959
$125K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
275+ 5.95% |
$30.7K - $34.4K
|
4.9K
$640K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
261+ 1.28% |
$29.1K - $32.6K
|
20.7K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248New |
$27.7K - $31K
|
248
$32.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
221+ 306.94% |
$24.7K - $27.6K
|
293
$38.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160+ 64.0% |
$17.8K - $20K
|
410
$53.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
159+ 42.74% |
$17.7K - $19.9K
|
531
$69.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
130+ 1.12% |
$14.5K - $16.3K
|
11.7K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128+ 2.66% |
$14.3K - $16K
|
4.94K
$646K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
120+ 4.36% |
$13.4K - $15K
|
2.87K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
110New |
$12.3K - $13.8K
|
110
$14.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
107+ 1.75% |
$11.9K - $13.4K
|
6.21K
$812K
|
|