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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-63- 0.43% |
$10.2K - $11.3K
|
14.7K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.46K+ 1.51% |
$237K - $261K
|
98.1K
$17.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.8K+ 1.35% |
$1.59M - $1.76M
|
736K
$134M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-321- 3.14% |
$52.2K - $57.6K
|
9.89K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-578- 2.3% |
$94K - $104K
|
24.5K
$4.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-152- 9.45% |
$24.7K - $27.3K
|
1.46K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
336+ 4.38% |
$54.6K - $60.2K
|
8.01K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.6K+ 6.03% |
$3.84M - $4.24M
|
415K
$75.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$188K - $207K
|
1.16K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.6K+ 7.59% |
$260K - $287K
|
22.7K
$4.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-569- 21.4% |
$92.5K - $102K
|
2.09K
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.73K+ 29.21% |
$1.1M - $1.21M
|
29.8K
$5.44M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10- 0.34% |
$1.63K - $1.79K
|
2.95K
$539K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.42K- 81.65% |
$232K - $255K
|
320
$58.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-187K- 72.86% |
$30.3M - $33.4M
|
69.5K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-55- 3.29% |
$8.95K - $9.86K
|
1.62K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
440+ 3.17% |
$71.6K - $78.9K
|
14.3K
$2.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.77KNew |
$451K - $497K
|
2.77K
$507K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
162New |
$26.3K - $29K
|
162
$29.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11.9K- 1.98% |
$1.94M - $2.14M
|
591K
$108M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$325 - $359
|
12.1K
$2.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-45.3K- 50.77% |
$7.37M - $8.13M
|
43.9K
$8.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.27% |
$1.14K - $1.26K
|
2.58K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-271- 17.29% |
$44.1K - $48.6K
|
1.3K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.86K- 1.34% |
$303K - $334K
|
137K
$25.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.56K- 43.52% |
$416K - $458K
|
3.32K
$606K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-656- 17.5% |
$107K - $118K
|
3.09K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.1K+ 2.82% |
$6.37M - $7.02M
|
1.42M
$260M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.97K+ 4.58% |
$808K - $891K
|
113K
$20.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 1.91% |
$4.55K - $5.02K
|
1.49K
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17K+ 8.56% |
$2.76M - $3.04M
|
215K
$39.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.71K+ 33.96% |
$277K - $306K
|
6.73K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.3K- 8.65% |
$537K - $592K
|
34.8K
$6.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-252- 11.7% |
$41K - $45.2K
|
1.9K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-480- 16.71% |
$78.1K - $86.1K
|
2.39K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-59- 3.3% |
$9.6K - $10.6K
|
1.73K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
2.32K+ 11.68% |
$377K - $416K
|
22.2K
$4.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-840- 1.23% |
$137K - $151K
|
67.6K
$12.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
418+ 7.25% |
$68K - $74.9K
|
6.19K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
445+ 13.43% |
$72.4K - $79.8K
|
3.76K
$687K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-264- 0.5% |
$42.9K - $47.3K
|
52.4K
$9.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 5.76% |
$5.38M - $5.93M
|
608K
$111M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
102+ 0.26% |
$16.6K - $18.3K
|
39.6K
$7.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.17% |
$813 - $897
|
2.88K
$525K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-77- 0.78% |
$12.5K - $13.8K
|
9.77K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 3.11% |
$6.18K - $6.81K
|
1.18K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-928- 0.23% |
$151K - $166K
|
398K
$72.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-122- 0.58% |
$19.8K - $21.9K
|
20.8K
$3.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.31K+ 105.2% |
$375K - $413K
|
4.5K
$821K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.24K+ 1.05% |
$202K - $222K
|
119K
$21.7M
|