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 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
105+ 4.31% |
$11.7K - $13.1K
|
2.54K
$332K
|
|
|
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
|
|
|
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 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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$1K - $1.13K
|
9
$1.18K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.51% |
$781 - $875
|
1.38K
$181K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5+ 0.1% |
$558 - $625
|
4.92K
$643K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
$446 - $500
|
4.43K
$579K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.16% |
$446 - $500
|
2.48K
$324K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.12% |
$335 - $375
|
2.58K
$337K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$335 - $375
|
3
$392
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.42% |
$335 - $375
|
724
$94.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.53% |
$335 - $375
|
564
$73.7K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 8.82% |
$335 - $375
|
37
$4.83K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.41% |
$223 - $250
|
489
$63.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.7% |
$112 - $125
|
143
$18.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$112 - $125
|
2.26K
$295K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 8.33% |
$112 - $125
|
13
$1.7K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
632K+ 264.04% |
$59.1M - $71.6M
|
872K
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
295KNew |
$27.6M - $33.4M
|
295K
$38.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
156KNew |
$14.6M - $17.7M
|
156K
$20.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Tlt Family Holdco Ulc
Toronto, |
BUY
|
- |
139KNew |
$13M - $15.7M
|
139K
$18.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
56.2KNew |
$5.25M - $6.36M
|
56.2K
$7.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1.2M - $1.45M
|
12.8K
$1.67M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
10.8KNew |
$1.01M - $1.23M
|
10.8K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.98K+ 30.32% |
$933K - $1.13M
|
42.9K
$5.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.16K+ 34.16% |
$576K - $698K
|
24.2K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.44KNew |
$508K - $615K
|
5.44K
$710K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.47KNew |
$418K - $506K
|
4.47K
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.57KNew |
$334K - $404K
|
3.57K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.94KNew |
$274K - $332K
|
2.94K
$383K
|
|
|
Sep 24, 2025
Q2 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
2.91KNew |
$272K - $329K
|
2.91K
$380K
|
|