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 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$99.1 - $109
|
7.01K
$779K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.61% |
$99.1 - $109
|
164
$18.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1New |
$99.1 - $109
|
1
$111
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.44% |
$99.1 - $109
|
229
$25.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$99.1 - $109
|
248
$27.5K
|
|
| Q2 2024 | |||||||
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
401KNew |
$40.2M - $43.3M
|
401K
$44.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.9KNew |
$4.3M - $4.63M
|
42.9K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27KNew |
$2.7M - $2.91M
|
27K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
21.5K+ 1394.15% |
$2.15M - $2.31M
|
23K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.05KNew |
$806K - $868K
|
8.05K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.37KNew |
$438K - $472K
|
4.37K
$486K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.9KNew |
$391K - $421K
|
3.9K
$433K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.99KNew |
$299K - $322K
|
2.99K
$331K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.8KNew |
$280K - $302K
|
2.8K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.97KNew |
$197K - $212K
|
1.97K
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.21K+ 13.01% |
$121K - $131K
|
10.5K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
496+ 0.91% |
$49.7K - $53.5K
|
55K
$6.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
256New |
$25.6K - $27.6K
|
256
$28.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
216New |
$21.6K - $23.3K
|
216
$24K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
165+ 27.5% |
$16.5K - $17.8K
|
765
$84.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
164+ 410.0% |
$16.4K - $17.7K
|
204
$22.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
161+ 16100.0% |
$16.1K - $17.4K
|
162
$18K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 6.56% |
$6.71K - $7.23K
|
1.09K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
44New |
$4.41K - $4.75K
|
44
$4.89K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
44+ 0.27% |
$4.41K - $4.75K
|
16.3K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 2.09% |
$4.11K - $4.42K
|
2K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
36New |
$3.61K - $3.88K
|
36
$4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 33.98% |
$3.51K - $3.78K
|
138
$15.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 47.5% |
$1.9K - $2.05K
|
59
$6.55K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 2.26% |
$1.4K - $1.51K
|
633
$70.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$1.4K - $1.51K
|
14
$1.55K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$401 - $432
|
4
$444
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.46% |
$200 - $216
|
434
$48.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$200 - $216
|
2
$222
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2New |
$200 - $216
|
2
$222
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$100 - $108
|
1
$111
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.06% |
$100 - $108
|
1.57K
$174K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$100 - $108
|
1
$111
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.03% |
$100 - $108
|
3.29K
$365K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.2MNew |
$118M - $130M
|
1.2M
$133M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
76.4KNew |
$7.5M - $8.28M
|
76.4K
$8.49M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.3KNew |
$2.29M - $2.53M
|
23.3K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
15.7KNew |
$1.54M - $1.7M
|
15.7K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.1KNew |
$1.19M - $1.31M
|
12.1K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
3.88KNew |
$381K - $420K
|
3.88K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$303K - $334K
|
3.08K
$342K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$299K - $330K
|
3.05K
$338K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.99KNew |
$294K - $324K
|
2.99K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$257K - $284K
|
2.62K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.25KNew |
$221K - $243K
|
2.25K
$250K
|
|