Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-40- 65.57% |
$3.97K - $4.37K
|
21
$2.33K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-39- 0.86% |
$3.87K - $4.26K
|
4.51K
$500K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.74% |
$3.87K - $4.26K
|
5.24K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-31- 37.8% |
$3.07K - $3.38K
|
51
$5.66K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-31- 1.38% |
$3.07K - $3.38K
|
2.22K
$246K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-28- 80.0% |
$2.78K - $3.06K
|
7
$777
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-25- 0.27% |
$2.48K - $2.73K
|
9.34K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-21- 0.97% |
$2.08K - $2.29K
|
2.14K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20- 0.53% |
$1.98K - $2.18K
|
3.79K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-20- 0.34% |
$1.98K - $2.18K
|
5.78K
$642K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-20- 0.79% |
$1.98K - $2.18K
|
2.51K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.76% |
$1.88K - $2.07K
|
2.47K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-19- 0.52% |
$1.88K - $2.07K
|
3.6K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-18- 0.59% |
$1.78K - $1.97K
|
3.02K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-13- 0.16% |
$1.29K - $1.42K
|
8.06K
$895K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 18.06% |
$1.29K - $1.42K
|
59
$6.55K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-10- 0.08% |
$991 - $1.09K
|
12.1K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-5- 0.21% |
$496 - $546
|
2.38K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 1.56% |
$397 - $437
|
253
$28.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.49% |
$397 - $437
|
806
$89.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3- 0.86% |
$297 - $328
|
345
$38.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.13% |
$99.1 - $109
|
766
$85.1K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
SELL
|
- |
-219K- 5.59% |
$22M - $23.7M
|
3.7M
$411M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-71.6K- 29.71% |
$7.17M - $7.72M
|
169K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22.9K- 1.49% |
$2.29M - $2.47M
|
1.52M
$168M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.12K- 83.54% |
$313K - $337K
|
615
$68.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.5K- 2.74% |
$251K - $270K
|
88.8K
$9.86M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.02KClosed |
$202K - $218K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-804- 32.94% |
$80.5K - $86.7K
|
1.64K
$182K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-613- 95.93% |
$61.4K - $66.1K
|
26
$2.89K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-362- 73.28% |
$36.3K - $39.1K
|
132
$14.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-287- 43.55% |
$28.7K - $31K
|
372
$41.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-250- 1.91% |
$25K - $27K
|
12.9K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 7.03% |
$15K - $16.2K
|
1.99K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 62.05% |
$13.9K - $15K
|
85
$9.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-104- 2.46% |
$10.4K - $11.2K
|
4.13K
$458K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-72- 16.78% |
$7.21K - $7.77K
|
357
$39.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-55- 31.43% |
$5.51K - $5.93K
|
120
$13.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-48- 50.53% |
$4.81K - $5.18K
|
47
$5.22K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-39- 50.65% |
$3.91K - $4.21K
|
38
$4.22K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20- 0.66% |
$2K - $2.16K
|
3.03K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-12- 0.51% |
$1.2K - $1.29K
|
2.35K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4- 17.39% |
$401 - $432
|
19
$2.11K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.34K- 20.57% |
$720K - $795K
|
28.3K
$3.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.65K- 14.2% |
$555K - $612K
|
34.1K
$3.79M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.49K- 26.02% |
$539K - $594K
|
15.6K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.85K- 4.24% |
$280K - $309K
|
64.3K
$7.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.78K- 52.59% |
$272K - $301K
|
2.5K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.6K- 26.45% |
$157K - $174K
|
4.46K
$495K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.6K- 94.12% |
$157K - $173K
|
100
$11.1K
|
|