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iShares Edge MSCI USA Value Factor ETF Institutional Ownership (BATS:VLUE)

$63.00
-1.30 (-2.02 %)
(As of 04/1/2020 01:26 AM ET)
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Today's Range
$62.39
Now: $63.00
$64.56
50-Day Range
$55.33
MA: $75.77
$91.41
52-Week Range
$71.21
Now: $63.00
$89.40
Volume2.00 million shs
Average VolumeN/A
Market CapitalizationN/A
P/E RatioN/A
Dividend YieldN/A
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Edge MSCI USA Value Factor ETF (BATS:VLUE)

 

Institutional Buying and Selling by Quarter

iShares Edge MSCI USA Value Factor ETF (BATS VLUE) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/31/2020Magnolia Capital Advisors LLC59,946$5.38M5.1%N/A0.000%
2/26/2020Trinity Wealth Management LLC39,726$3.57M3.6%N/A0.000%
2/20/2020Integrated Wealth Concepts LLC153,687$13.79M1.2%+4.8%0.000%
2/18/2020Equitable Holdings Inc.15,420$1.38M0.0%N/A0.000%
2/18/2020Strategic Investment Management LLC1,970,640$176.83M32.8%+8.2%0.000%
2/18/2020Belpointe Asset Management LLC2,796$0.25M0.0%N/A0.000%
2/17/2020Baird Financial Group Inc.57,133$5.13M0.0%-0.7%0.000%
2/17/2020Ladenburg Thalmann Financial Services Inc.46,005$3.24M0.0%+99.7%0.000%
2/14/2020Orion Portfolio Solutions LLC63,225$5.67M0.4%N/A0.000%
2/14/2020Jane Street Group LLC115,112$10.33M0.0%-28.6%0.000%
2/14/2020First Republic Investment Management Inc.4,312$0.39M0.0%+62.5%0.000%
2/14/2020Bank of America Corp DE2,776,322$249.12M0.0%+24.3%0.000%
2/14/2020Bank of New York Mellon Corp9,460$0.85M0.0%-8.2%0.000%
2/14/2020Goldman Sachs Group Inc.3,401$0.31M0.0%-93.5%0.000%
2/14/2020UBS Group AG604,429$54.24M0.0%-31.8%0.000%
2/13/2020Level Four Advisory Services LLC7,798$0.70M0.0%+10.0%0.000%
2/13/2020Mariner LLC14,080$1.26M0.0%+13.4%0.000%
2/13/2020Nomura Asset Management Co. Ltd.26,000$2.33M0.0%N/A0.000%
2/13/2020Jefferies Group LLC3,700$0.33M0.0%-94.1%0.000%
2/13/2020Northwestern Mutual Wealth Management Co.29,767$2.67M0.0%-1.6%0.000%
2/13/2020Mercer Global Advisors Inc. ADV1,373,545$123.25M2.5%+36.5%0.000%
2/13/2020Toronto Dominion Bank340$31K0.0%N/A0.000%
2/13/2020Stifel Financial Corp4,910$0.44M0.0%+19.7%0.000%
2/13/2020CIBC World Markets Inc.2,806$0.25M0.0%N/A0.000%
2/13/2020PSI Advisors LLC7,569$0.68M0.4%N/A0.000%
2/13/2020Pensionmark Financial Group LLC6,578$0.59M0.2%N/A0.000%
2/12/2020Pittenger & Anderson Inc.16,116$1.45M0.1%+3.9%0.000%
2/12/2020Main Management LLC127,054$11.40M1.5%-0.1%0.000%
2/12/2020Advisor Group Inc.33,600$3.02M0.0%+163.8%0.000%
2/12/2020Raymond James & Associates634,339$56.92M0.1%+121.1%0.000%
2/12/2020Raymond James Financial Services Advisors Inc.119,737$10.74M0.0%-20.2%0.000%
2/12/2020Citigroup Inc.4,948$0.44M0.0%+33.7%0.000%
2/11/2020ARGI Investment Services LLC4,271$0.38M0.0%+66.3%0.000%
2/11/2020New England Private Wealth Advisors LLC2,320$0.21M0.1%N/A0.000%
2/11/2020Atria Investments LLC10,051$0.90M0.0%N/A0.000%
2/11/2020Capital One National Association140,610$12.62M1.7%N/A0.000%
2/11/2020Envestnet Asset Management Inc.2,383,984$213.92M0.2%+103.2%0.000%
2/11/2020Mid Atlantic Financial Management Inc. ADV130,148$11.68M1.1%N/A0.000%
2/11/2020PagnatoKarp Partners LLC138,637$12.44M2.2%+283.0%0.000%
2/11/2020Main Management ETF Advisors LLC256,200$22.99M4.5%+4.6%0.000%
2/10/2020National Asset Management Inc.34,913$3.13M0.3%-2.5%0.000%
2/10/2020Quantitative Advantage LLC351,504$31.54M8.1%N/A0.000%
2/10/2020Syntal Capital Partners LLC20,563$1.85M1.0%+188.5%0.000%
2/10/2020Aptus Capital Advisors LLC1,474$0.13M0.0%N/A0.000%
2/10/2020Bank of Montreal Can59,693$5.36M0.0%+4.7%0.000%
2/10/2020NewFocus Financial Group LLC51,417$4.61M1.8%-1.4%0.000%
2/10/2020Huber Financial Advisors LLC40,039$3.59M1.2%+30.7%0.000%
2/10/2020Private Advisor Group LLC8,609$0.77M0.0%-52.8%0.000%
2/10/2020Cetera Advisors LLC6,556$0.59M0.0%+27.6%0.000%
2/10/2020Cetera Advisor Networks LLC9,069$0.81M0.0%+10.6%0.000%
2/7/2020Rockefeller Capital Management L.P.1,957$0.18M0.0%+39.2%0.000%
2/7/2020FMR LLC3,621,112$324.92M0.0%+0.2%0.000%
2/7/2020Tower Research Capital LLC TRC898$81K0.0%-32.2%0.000%
2/7/2020Intrust Bank NA3,952$0.36M0.1%+20.8%0.000%
2/7/2020Oppenheimer Asset Management Inc.7,043$0.63M0.0%N/A0.000%
2/7/2020Oppenheimer & Co. Inc.13,521$1.21M0.0%+54.2%0.000%
2/7/2020Lido Advisors LLC2,307$0.21M0.0%N/A0.000%
2/7/2020PNC Financial Services Group Inc.2,469,611$221.60M0.2%-12.7%0.000%
2/7/2020Marietta Wealth Management LLC35,118$3.15M1.0%-1.9%0.000%
2/6/2020CLS Investments LLC1,235,538$110.87M3.7%+5.7%0.000%
2/6/2020Benjamin F. Edwards & Company Inc.5,285$0.47M0.0%-10.4%0.000%
2/6/2020Palladium Partners LLC4,392$0.39M0.0%-96.2%0.000%
2/6/2020Cedar Brook Financial Partners LLC2,262$0.20M0.1%N/A0.000%
2/5/2020Signaturefd LLC258,796$23.22M1.7%+4,313,166.7%0.000%
2/5/2020Sfmg LLC8,837$0.79M0.1%N/A0.000%
2/4/2020Victory Capital Management Inc.737,064$63.64M0.1%-27.7%0.000%
2/4/2020US Bancorp DE206,072$18.49M0.0%+30.4%0.000%
2/4/2020Advisory Services Network LLC13,979$1.26M0.1%+1,388.7%0.000%
2/4/2020Virtu Financial LLC2,646$0.24M0.0%N/A0.000%
2/4/2020Nikulski Financial Inc.4,272$0.38M0.3%+65.3%0.000%
2/4/2020Wharton Business Group LLC343,582$30.83M2.9%+0.0%0.000%
2/3/2020Tranquility Partners LLC7,599$0.68M0.6%+4.7%0.000%
2/3/2020Eldridge Investment Advisors Inc.4,282$0.38M0.2%-54.7%0.000%
2/3/2020Sigma Planning Corp2,539$0.23M0.0%N/A0.000%
1/31/2020Mosaic Family Wealth LLC2,422$0.22M0.1%-7.3%0.000%
1/31/2020LS Investment Advisors LLC100,400$9.01M0.5%+5.4%0.000%
1/31/2020Weaver Consulting Group1,778$0.15M0.1%-14.4%0.000%
1/31/2020Sumitomo Mitsui Trust Holdings Inc.364,800$32.73M0.0%+163.2%0.000%
1/31/2020Nottingham Advisors Inc.3,600$0.32M0.0%-21.7%0.000%
1/30/2020Trustcore Financial Services LLC21,348$1.92M0.4%+5.1%0.000%
1/30/2020CFM Wealth Partners LLC5,138$0.46M0.2%N/A0.000%
1/30/2020CIBC Private Wealth Group LLC2,695$0.24M0.0%N/A0.000%
1/30/2020Mizuho Trust & Banking Co. Ltd.100,000$8.97M2.5%-47.4%0.000%
1/29/2020Well Done LLC237,440$21.31M4.9%-2.5%0.000%
1/29/2020RDL Financial Inc.14,420$1.29M0.9%+13.7%0.000%
1/28/2020Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,744$0.25M0.1%-52.2%0.000%
1/28/2020Sage Advisory Services Ltd.Co.213,170$19.13M6.1%N/A0.000%
1/27/2020W.E. Donoghue & Co. LLC344,739$30.93M4.8%+368.8%0.000%
1/27/2020Orgel Wealth Management LLC96,167$8.63M2.4%+11.6%0.000%
1/27/2020Clearwater Capital Advisors LLC19,957$1.79M0.3%-46.8%0.000%
1/27/2020Epstein & White Financial LLC64,715$5.82M2.5%N/A0.000%
1/27/2020Tsfg LLC1,007$90K0.1%+285.8%0.000%
1/27/2020Truepoint Inc.2,598$0.26M0.0%N/A0.000%
1/27/2020CWM LLC1,613,250$144.76M1.8%+3.0%0.000%
1/24/2020Tillar Wenstrup Advisors LLC30,051$2.70M1.5%+34.8%0.000%
1/24/2020Valeo Financial Advisors LLC1,452$0.13M0.0%+16.0%0.000%
1/24/2020Ferris Capital LLC4,707$0.42M0.1%-13.1%0.000%
1/23/2020Country Club Trust Company n.a.2,846$0.26M0.0%+5.6%0.000%
1/23/2020Summit X LLC9,452$0.85M0.3%+12.2%0.000%
1/23/2020Global Retirement Partners LLC28,507$2.56M0.4%+23.7%0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 4/1/2020 by MarketBeat.com Staff

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