Latest Institutional Transactions on Ishares Msci Usa Quality Facto (QUAL)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Quality Facto (QUAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction 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
|
- |
-7.33K- 65.1% |
$1.19M - $1.31M
|
3.93K
$696K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.3K+ 95.64% |
$2.17M - $2.39M
|
27.3K
$4.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.35K+ 9.27% |
$1.03M - $1.14M
|
74.8K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.86% |
$3.74K - $4.12K
|
2.64K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.02K- 28.08% |
$978K - $1.08M
|
15.4K
$2.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.75KNew |
$284K - $313K
|
1.75K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.33K- 6.06% |
$1.52M - $1.67M
|
145K
$25.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-4.66K- 5.49% |
$757K - $835K
|
80.2K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.27K+ 1.35% |
$207K - $228K
|
95.8K
$17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-551- 0.91% |
$89.6K - $98.8K
|
59.8K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-286- 8.38% |
$46.5K - $51.3K
|
3.13K
$554K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.62KNew |
$264K - $291K
|
1.62K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
6.3K+ 5.32% |
$1.02M - $1.13M
|
125K
$22.1M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
28K+ 14.31% |
$4.56M - $5.02M
|
224K
$39.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
48New |
$7.81K - $8.61K
|
48
$8.5K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.08% |
$1.14K - $1.26K
|
8.71K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.69K+ 27.22% |
$275K - $303K
|
7.9K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-873- 0.18% |
$142K - $157K
|
491K
$87M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
173+ 692.0% |
$28.1K - $31K
|
198
$35.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-17.3K- 88.87% |
$2.82M - $3.11M
|
2.17K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-97- 4.3% |
$15.8K - $17.4K
|
2.16K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
69.1K+ 3.04% |
$11.2M - $12.4M
|
2.34M
$415M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.44K+ 2.55% |
$234K - $258K
|
57.9K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.32K+ 1.61% |
$1.19M - $1.31M
|
461K
$81.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-124- 0.32% |
$20.2K - $22.2K
|
38K
$6.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.05K+ 14.99% |
$822K - $906K
|
38.8K
$6.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
545+ 1.38% |
$88.6K - $97.7K
|
40K
$7.09M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 1.54% |
$79.9K - $88K
|
31.4K
$5.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-459- 1.57% |
$74.7K - $82.3K
|
28.8K
$5.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
371+ 3.09% |
$60.3K - $66.5K
|
12.4K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-63- 5.22% |
$10.2K - $11.3K
|
1.14K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-75- 1.49% |
$12.2K - $13.4K
|
4.94K
$876K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
161+ 0.98% |
$26.2K - $28.9K
|
16.5K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-233- 1.54% |
$37.9K - $41.8K
|
14.9K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
207+ 4.62% |
$33.7K - $37.1K
|
4.69K
$830K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.87K+ 13.32% |
$304K - $335K
|
15.9K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
541+ 56.59% |
$88K - $97K
|
1.5K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.42K+ 4.4% |
$232K - $255K
|
33.8K
$5.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
29New |
$4.72K - $5.2K
|
29
$5.14K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8- 0.36% |
$1.3K - $1.43K
|
2.19K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-157- 0.94% |
$25.5K - $28.2K
|
16.6K
$2.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.32K+ 12.1% |
$866K - $955K
|
49.3K
$8.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
84+ 5.09% |
$13.7K - $15.1K
|
1.73K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-205- 1.67% |
$33.3K - $36.8K
|
12.1K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-185- 11.61% |
$30.1K - $33.2K
|
1.41K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-109- 46.98% |
$17.7K - $19.5K
|
123
$21.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.74K+ 2.6% |
$1.1M - $1.21M
|
266K
$47.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$202K - $223K
|
1.24K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23- 1.55% |
$3.74K - $4.12K
|
1.47K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-58- 24.37% |
$9.43K - $10.4K
|
180
$31.9K
|