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 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-278- 18.65% |
$45.2K - $49.8K
|
1.21K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.4K+ 9.46% |
$390K - $429K
|
27.7K
$5.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.33K+ 32.72% |
$217K - $239K
|
5.41K
$988K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2+ 0.33% |
$325 - $359
|
602
$110K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.16% |
$3.09K - $3.41K
|
11.5K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.18K+ 5.78% |
$191K - $211K
|
21.5K
$3.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
238+ 0.41% |
$38.7K - $42.7K
|
58.5K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
847+ 21.78% |
$138K - $152K
|
4.74K
$865K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.86K- 1.57% |
$790K - $871K
|
304K
$55.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.56K- 39.98% |
$578K - $637K
|
5.34K
$975K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.18K+ 0.33% |
$679K - $749K
|
1.27M
$232M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
985+ 26.03% |
$160K - $177K
|
4.77K
$871K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
668+ 33.22% |
$109K - $120K
|
2.68K
$489K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.76K+ 16.81% |
$449K - $495K
|
19.2K
$3.5M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-37.4K- 96.56% |
$6.09M - $6.71M
|
1.33K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
337+ 5.65% |
$54.8K - $60.4K
|
6.3K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
75+ 6.21% |
$12.2K - $13.4K
|
1.28K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.3K+ 1.25% |
$2.17M - $2.39M
|
1.08M
$197M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
223+ 4.87% |
$36.3K - $40K
|
4.81K
$878K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.61K+ 5.26% |
$749K - $826K
|
92.2K
$16.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
786+ 36.46% |
$128K - $141K
|
2.94K
$537K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-16.6K- 9.88% |
$2.7M - $2.98M
|
152K
$27.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
254New |
$41.3K - $45.5K
|
254
$46.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-198- 0.24% |
$32.2K - $35.5K
|
82.2K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
140+ 1.54% |
$22.8K - $25.1K
|
9.21K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-6- 54.55% |
$976 - $1.08K
|
5
$913
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-233- 1.69% |
$37.9K - $41.8K
|
13.6K
$2.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
586+ 25.24% |
$95.3K - $105K
|
2.91K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-916- 3.67% |
$149K - $164K
|
24.1K
$4.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10- 0.01% |
$1.63K - $1.79K
|
77.9K
$14.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.93K- 24.22% |
$476K - $525K
|
9.16K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 7.5% |
$7.97K - $8.79K
|
604
$110K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.95K+ 31.73% |
$1.13M - $1.25M
|
28.8K
$5.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$224K - $247K
|
1.38K
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.55K+ 8.56% |
$414K - $456K
|
32.3K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
507K+ 1.81% |
$82.5M - $90.9M
|
28.5M
$5.21B
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
343+ 2.29% |
$55.8K - $61.5K
|
15.3K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
212+ 5.56% |
$34.5K - $38K
|
4.03K
$736K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 1.33% |
$32.5K - $35.9K
|
14.9K
$2.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.09% |
$2.11K - $2.33K
|
13.8K
$2.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
25K+ 411.19% |
$4.06M - $4.48M
|
31.1K
$5.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
75New |
$12.2K - $13.4K
|
75
$13.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.65K+ 0.99% |
$268K - $295K
|
168K
$30.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-314- 20.01% |
$51.1K - $56.3K
|
1.26K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 2.57% |
$2.08M - $2.3M
|
486K
$88.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
868+ 21.3% |
$141K - $156K
|
4.94K
$903K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.2% |
$3.25K - $3.59K
|
9.96K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
365+ 1.3% |
$59.4K - $65.4K
|
28.5K
$5.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.51K+ 1.87% |
$408K - $450K
|
137K
$25M
|