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 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
221+ 306.94% |
$24.7K - $27.6K
|
293
$38.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
207+ 0.54% |
$23.1K - $25.9K
|
38.9K
$5.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
179+ 2.43% |
$20K - $22.4K
|
7.56K
$988K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
178New |
$19.9K - $22.3K
|
178
$23.3K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
175+ 4.55% |
$19.5K - $21.9K
|
4.02K
$525K
|
|
|
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 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
110New |
$12.3K - $13.8K
|
110
$14.4K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
105+ 4.31% |
$11.7K - $13.1K
|
2.54K
$332K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
104+ 0.82% |
$11.6K - $13K
|
12.8K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
103+ 0.53% |
$11.5K - $12.9K
|
19.5K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
91New |
$10.2K - $11.4K
|
91
$11.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
87New |
$9.7K - $10.9K
|
87
$11.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
87+ 0.47% |
$9.7K - $10.9K
|
18.6K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
61+ 0.54% |
$6.8K - $7.63K
|
11.5K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
57+ 2.1% |
$6.36K - $7.13K
|
2.77K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
56+ 1.85% |
$6.25K - $7K
|
3.08K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51+ 7.18% |
$5.69K - $6.38K
|
761
$99.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
50+ 1.54% |
$5.58K - $6.25K
|
3.3K
$431K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
50+ 1.36% |
$5.58K - $6.25K
|
3.74K
$488K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
44+ 0.94% |
$4.91K - $5.5K
|
4.74K
$619K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
36+ 0.83% |
$4.02K - $4.5K
|
4.37K
$571K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35+ 100.0% |
$3.9K - $4.38K
|
70
$9.15K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
30New |
$3.35K - $3.75K
|
30
$3.92K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
28+ 0.14% |
$3.12K - $3.5K
|
19.4K
$2.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25+ 6.87% |
$2.79K - $3.13K
|
389
$50.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 41.07% |
$2.57K - $2.88K
|
79
$10.3K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
23+ 0.54% |
$2.57K - $2.88K
|
4.31K
$563K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
21+ 0.45% |
$2.34K - $2.63K
|
4.73K
$618K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 20.0% |
$2.23K - $2.5K
|
120
$15.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
20New |
$2.23K - $2.5K
|
20
$2.61K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 0.52% |
$2.12K - $2.38K
|
3.66K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.54% |
$2.01K - $2.25K
|
3.36K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$2.01K - $2.25K
|
18
$2.35K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
17+ 0.51% |
$1.9K - $2.13K
|
3.36K
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.38% |
$1.78K - $2K
|
4.22K
$552K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.84% |
$1.67K - $1.88K
|
1.81K
$236K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14+ 0.54% |
$1.56K - $1.75K
|
2.61K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
12+ 0.09% |
$1.34K - $1.5K
|
13.9K
$1.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10+ 0.53% |
$1.12K - $1.25K
|
1.89K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$1K - $1.13K
|
9
$1.18K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
8+ 0.12% |
$892 - $1K
|
6.79K
$888K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.51% |
$781 - $875
|
1.38K
$181K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.35% |
$781 - $875
|
1.98K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6+ 0.18% |
$669 - $750
|
3.41K
$445K
|
|