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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.86KNew |
$183K - $202K
|
1.86K
$185K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
775+ 861.11% |
$76.1K - $83.9K
|
865
$86.1K
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
731+ 2.03% |
$71.8K - $79.2K
|
36.7K
$3.66M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
542+ 0.96% |
$53.2K - $58.7K
|
56.8K
$5.65M
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
506+ 2.98% |
$49.7K - $54.8K
|
17.5K
$1.74M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
277New |
$27.2K - $30K
|
277
$27.6K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
201+ 2.8% |
$19.7K - $21.8K
|
7.39K
$736K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
134New |
$13.2K - $14.5K
|
134
$13.3K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
115New |
$11.3K - $12.5K
|
115
$11.4K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
98New |
$9.62K - $10.6K
|
98
$9.75K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89+ 261.76% |
$8.74K - $9.64K
|
123
$12.2K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
52New |
$5.1K - $5.63K
|
52
$5.18K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
28New |
$2.75K - $3.03K
|
28
$2.79K
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
20+ 1.01% |
$1.96K - $2.17K
|
2K
$199K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 59.38% |
$1.87K - $2.06K
|
51
$5.08K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
19New |
$1.87K - $2.06K
|
19
$1.89K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.14% |
$295 - $325
|
2.19K
$218K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 3.85% |
$196 - $217
|
54
$5.38K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.5KNew |
$3.31M - $3.91M
|
38.5K
$3.83M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30KNew |
$2.57M - $3.04M
|
30K
$2.98M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 3.28% |
$1.09M - $1.29M
|
400K
$39.8M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.19K+ 3.69% |
$789K - $933K
|
258K
$25.7M
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.59KNew |
$739K - $873K
|
8.59K
$855K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
6.55KNew |
$563K - $666K
|
6.55K
$652K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71K+ 27.83% |
$319K - $377K
|
17K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.68KNew |
$316K - $374K
|
3.68K
$367K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.84K+ 124.89% |
$244K - $288K
|
5.11K
$508K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$240K - $283K
|
2.79K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.51KNew |
$216K - $255K
|
2.51K
$250K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.12KNew |
$183K - $216K
|
2.12K
$211K
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.08KNew |
$179K - $211K
|
2.08K
$207K
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$178K - $211K
|
2.07K
$206K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$175K - $207K
|
2.04K
$203K
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.03KNew |
$174K - $206K
|
2.03K
$202K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.58KNew |
$135K - $160K
|
1.58K
$157K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
327+ 0.8% |
$28.1K - $33.2K
|
41K
$4.08M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317New |
$27.2K - $32.2K
|
317
$31.6K
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
152+ 5.19% |
$13.1K - $15.4K
|
3.08K
$306K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
136New |
$11.7K - $13.8K
|
136
$13.5K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
134+ 12.17% |
$11.5K - $13.6K
|
1.24K
$123K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
115New |
$9.88K - $11.7K
|
115
$11.4K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84+ 1680.0% |
$7.22K - $8.53K
|
89
$8.86K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
78+ 0.34% |
$6.7K - $7.92K
|
23.3K
$2.32M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
58New |
$4.99K - $5.89K
|
58
$5.77K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
39New |
$3.35K - $3.96K
|
39
$3.88K
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
25+ 0.14% |
$2.15K - $2.54K
|
18.5K
$1.84M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$1.55K - $1.83K
|
18
$1.79K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14New |
$1.2K - $1.42K
|
14
$1.39K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$774 - $914
|
9
$896
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.73% |
$86 - $102
|
138
$13.7K
|