2 members of Congress have disclosed 4 trades in iShares MSCI USA Value Factor ETF (VLUE) since 2018: 2 purchases worth about $40.50K and 2 sales worth about $40.50K. The most active was Joe Courtney, with 1 trade. The latest trade was made on Oct 9, 2020.
VLUE’s price and SPY’s, both as the change since the start of the range. A green triangle marks a day members bought VLUE, a red one a day they sold; hover for who and how much.
| # | Member | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Net | Buys vs SPY | First Traded | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Joe CourtneyD-CT | 1 | 1 | 0 | $8.00K | $0.00 | +$8.00K | +32.2% | Oct 9, 2020 | Oct 9, 2020 |
| 2 | Carlos CurbeloR-FL | 3 | 1 | 2 | $32.50K | $40.50K | -$8.00K | -52.2% | Apr 6, 2018 | Aug 28, 2018 |
| Owner | Type | Filing | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Joe CourtneyD-CT | VLUEIShAres MSCI USA Value Factor ETFETF | Spouse | Buy | $1K–$15K | Oct 9, 2020 | Nov 6, 2020 | 28d | +149.1% | +32.2% | |
| Carlos CurbeloR-FL | VLUEiShAres Edge MSCI USA Value Factor ETFETF | Spouse | Sell | $1K–$15K | Aug 8, 2018 | Sep 25, 2018 | 48d late | +121.3% | -42.2% | |
| Carlos CurbeloR-FL | VLUEiShAres Edge MSCI USA Value Factor ETFETF | Spouse | Sell | $15K–$50K | Aug 28, 2018 | Sep 25, 2018 | 28d | +117.0% | -42.5% | |
| Carlos CurbeloR-FL | VLUEiShAres Edge MSCI USA Value Factor ETFETF | Spouse | Buy | $15K–$50K | Apr 6, 2018 | Aug 2, 2018 | 118d late | +137.4% | -52.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
2 members of Congress have disclosed 4 trades in iShares MSCI USA Value Factor ETF (VLUE) since 2018: 2 purchases worth about $40.50K and 2 sales worth about $40.50K. The most active was Joe Courtney, with 1 trade. The latest trade was made on Oct 9, 2020. Most active: Joe Courtney (1), Carlos Curbelo (3).
Since 2018 they have disclosed 2 purchases and 2 sales; by the midpoints of the disclosed ranges, about $40.50K bought and $40.50K sold, a net purchase of $0.00.
Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded VLUE on its price, against the S&P 500 over the same days.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.