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 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-2.29K- 3.56% |
$372K - $410K
|
62K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 20.14% |
$382K - $421K
|
14K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
350+ 4.55% |
$56.9K - $62.8K
|
8.05K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
171+ 0.25% |
$27.8K - $30.7K
|
69.1K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
866+ 1.7% |
$141K - $155K
|
51.8K
$9.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.91K- 21.18% |
$310K - $342K
|
7.1K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.79K- 6.55% |
$291K - $321K
|
25.6K
$4.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-411- 15.07% |
$66.8K - $73.7K
|
2.32K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-14.5K- 36.88% |
$2.35M - $2.59M
|
24.8K
$4.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
137K+ 158.35% |
$22.3M - $24.6M
|
224K
$40.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
227+ 46.33% |
$36.9K - $40.7K
|
717
$131K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
857+ 3.74% |
$139K - $154K
|
23.8K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.96% |
$4.07K - $4.48K
|
2.62K
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-47- 2.52% |
$7.64K - $8.43K
|
1.82K
$332K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-49- 0.59% |
$7.97K - $8.79K
|
8.23K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-316- 1.74% |
$51.4K - $56.7K
|
17.9K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-185- 1.98% |
$30.1K - $33.2K
|
9.16K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.29KNew |
$210K - $232K
|
1.29K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.79K+ 33.9% |
$1.43M - $1.58M
|
34.7K
$6.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-176- 11.98% |
$28.6K - $31.6K
|
1.29K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
60.6K+ 10.1% |
$9.86M - $10.9M
|
660K
$121M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
1.92K+ 4.4% |
$313K - $345K
|
45.6K
$8.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.63K+ 2.88% |
$752K - $829K
|
166K
$30.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-44- 3.26% |
$7.16K - $7.89K
|
1.3K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
186+ 1.84% |
$30.3K - $33.3K
|
10.3K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8+ 0.27% |
$1.3K - $1.43K
|
2.93K
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.46K+ 2.49% |
$726K - $800K
|
184K
$33.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.13% |
$325 - $359
|
1.59K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-161- 3.63% |
$26.2K - $28.9K
|
4.27K
$780K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11+ 0.53% |
$1.79K - $1.97K
|
2.08K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
708+ 202.87% |
$115K - $127K
|
1.06K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
223K+ 14.66% |
$36.3M - $40M
|
1.74M
$319M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 1.53% |
$2.34M - $2.58M
|
954K
$174M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
469+ 21.39% |
$76.3K - $84.1K
|
2.66K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-245- 12.13% |
$39.8K - $43.9K
|
1.77K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 4.09% |
$5.78M - $6.37M
|
905K
$165M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-194K- 98.87% |
$31.5M - $34.8M
|
2.22K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-526- 11.55% |
$85.5K - $94.3K
|
4.03K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.63K - $1.79K
|
10
$1.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 4.74% |
$2.11K - $2.33K
|
287
$52.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
40+ 0.32% |
$6.51K - $7.17K
|
12.4K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
390+ 20.91% |
$63.4K - $69.9K
|
2.26K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
199+ 1.75% |
$32.4K - $35.7K
|
11.6K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.63K+ 1.74% |
$264K - $292K
|
95K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
66+ 1.31% |
$10.7K - $11.8K
|
5.12K
$935K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.94KNew |
$1.29M - $1.42M
|
7.94K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-27- 2.16% |
$4.39K - $4.84K
|
1.23K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-3.72K- 10.27% |
$605K - $667K
|
32.5K
$5.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 2.27% |
$506K - $558K
|
140K
$25.6M
|