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 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
33+ 4.38% |
$5.37K - $5.92K
|
787
$144K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.7K+ 432.62% |
$2.06M - $2.28M
|
15.6K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.5K+ 18.99% |
$244K - $269K
|
9.4K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 5.86% |
$379K - $417K
|
37.4K
$6.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.28KNew |
$1.02M - $1.13M
|
6.28K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.7K- 2.28% |
$439K - $484K
|
115K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-39.9K- 14.13% |
$6.48M - $7.15M
|
242K
$44.3M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.49K- 5.05% |
$242K - $267K
|
27.9K
$5.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.22K- 54.05% |
$686K - $756K
|
3.58K
$655K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
342+ 8.83% |
$55.6K - $61.3K
|
4.22K
$770K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
614+ 3.49% |
$99.9K - $110K
|
18.2K
$3.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-32- 0.18% |
$5.2K - $5.74K
|
17.8K
$3.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
878+ 1.85% |
$143K - $157K
|
48.3K
$8.83M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.86KNew |
$1.44M - $1.59M
|
8.86K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.76K- 1.18% |
$612K - $675K
|
315K
$57.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.65K+ 143.65% |
$920K - $1.01M
|
9.59K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 1.96% |
$163 - $179
|
50
$9.13K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
814+ 5.08% |
$132K - $146K
|
16.8K
$3.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
46.3K+ 11.83% |
$7.53M - $8.3M
|
437K
$79.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.2K+ 96.81% |
$845K - $931K
|
10.6K
$1.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.22K- 15.21% |
$361K - $398K
|
12.4K
$2.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.52K+ 30.6% |
$247K - $272K
|
6.47K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
478+ 2.92% |
$77.7K - $85.7K
|
16.8K
$3.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
27.1K+ 1587.59% |
$4.41M - $4.86M
|
28.8K
$5.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
595+ 14.26% |
$96.8K - $107K
|
4.77K
$871K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.31% |
$813 - $897
|
1.61K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.14KNew |
$186K - $205K
|
1.14K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-280- 5.29% |
$45.5K - $50.2K
|
5.01K
$916K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-47- 0.47% |
$7.64K - $8.43K
|
9.87K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
354+ 1.92% |
$57.6K - $63.5K
|
18.8K
$3.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-33.3K- 57.69% |
$5.42M - $5.98M
|
24.4K
$4.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-82- 35.34% |
$13.3K - $14.7K
|
150
$27.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
746New |
$121K - $134K
|
746
$136K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.34K- 32.07% |
$1.36M - $1.5M
|
17.7K
$3.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.9K+ 49.34% |
$471K - $519K
|
8.77K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8- 0.3% |
$1.3K - $1.43K
|
2.64K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.25K+ 14.36% |
$1.02M - $1.12M
|
49.8K
$9.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.35K+ 3.01% |
$544K - $600K
|
115K
$20.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
380+ 4.98% |
$61.8K - $68.1K
|
8.01K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
157+ 0.42% |
$25.5K - $28.2K
|
37.5K
$6.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
666+ 23.55% |
$108K - $119K
|
3.49K
$638K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-57- 4.68% |
$9.27K - $10.2K
|
1.16K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-174- 0.03% |
$28.3K - $31.2K
|
614K
$112M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
27New |
$4.39K - $4.84K
|
27
$4.93K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.12K+ 12.89% |
$507K - $559K
|
27.3K
$4.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 61.92% |
$563K - $621K
|
9.06K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-194- 2.51% |
$31.6K - $34.8K
|
7.53K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
24.2K+ 8.8% |
$3.94M - $4.34M
|
299K
$54.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.3KNew |
$212K - $233K
|
1.3K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.6K+ 1530.47% |
$4.17M - $4.59M
|
27.3K
$4.99M
|