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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.57KNew |
$240K - $291K
|
2.57K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.96KNew |
$183K - $221K
|
1.96K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.77KNew |
$166K - $201K
|
1.77K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$104K - $126K
|
1.12K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
802New |
$75K - $90.8K
|
802
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
780New |
$72.9K - $88.3K
|
780
$102K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
772New |
$72.2K - $87.4K
|
772
$101K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
231New |
$21.6K - $26.2K
|
231
$30.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
216New |
$20.2K - $24.5K
|
216
$28.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
158New |
$14.8K - $17.9K
|
158
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
138New |
$12.9K - $15.6K
|
138
$18K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
120New |
$11.2K - $13.6K
|
120
$15.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
105New |
$9.82K - $11.9K
|
105
$13.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
100New |
$9.35K - $11.3K
|
100
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
71+ 0.68% |
$6.64K - $8.04K
|
10.6K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$6.55K - $7.92K
|
70
$9.15K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
50New |
$4.68K - $5.66K
|
50
$6.53K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 137.14% |
$4.49K - $5.43K
|
83
$10.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
36New |
$3.37K - $4.08K
|
36
$4.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33New |
$3.09K - $3.74K
|
33
$4.31K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28New |
$2.62K - $3.17K
|
28
$3.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
22New |
$2.06K - $2.49K
|
22
$2.87K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
11+ 4.76% |
$1.03K - $1.25K
|
242
$31.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3New |
$281 - $340
|
3
$392
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 1.89% |
$93.5 - $113
|
54
$7.06K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.68% |
$93.5 - $113
|
149
$19.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 60.63% |
$719K - $778K
|
18.2K
$2.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.77K+ 5.1% |
$501K - $542K
|
98.3K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36KNew |
$457K - $495K
|
4.36K
$569K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.47KNew |
$363K - $393K
|
3.47K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$356K - $386K
|
3.4K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.14KNew |
$225K - $243K
|
2.14K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.41K+ 36.28% |
$148K - $160K
|
5.29K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
874+ 153.06% |
$91.7K - $99.3K
|
1.45K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
643+ 23.1% |
$67.4K - $73K
|
3.43K
$448K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
536+ 24.69% |
$56.2K - $60.9K
|
2.71K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
458New |
$48K - $52K
|
458
$59.8K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
435New |
$45.6K - $49.4K
|
435
$56.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
316New |
$33.1K - $35.9K
|
316
$41.3K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
171New |
$17.9K - $19.4K
|
171
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
168+ 4.72% |
$17.6K - $19.1K
|
3.73K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
154New |
$16.2K - $17.5K
|
154
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
138New |
$14.5K - $15.7K
|
138
$18K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
118+ 3.04% |
$12.4K - $13.4K
|
4K
$522K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
109+ 119.78% |
$11.4K - $12.4K
|
200
$26.1K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
69New |
$7.24K - $7.84K
|
69
$9.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
64New |
$6.71K - $7.27K
|
64
$8.36K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59+ 203.45% |
$6.19K - $6.7K
|
88
$11.5K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
29New |
$3.04K - $3.29K
|
29
$3.79K
|
|