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 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 2.27% |
$506K - $558K
|
140K
$25.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.07K- 14.5% |
$174K - $191K
|
6.3K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 0.4% |
$4.07K - $4.48K
|
6.28K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.14K- 14.09% |
$510K - $562K
|
19.1K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.06KNew |
$497K - $548K
|
3.06K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-15- 1.08% |
$2.44K - $2.69K
|
1.37K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$813 - $897
|
3.72K
$679K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.26K+ 8.91% |
$204K - $225K
|
15.4K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29+ 0.31% |
$4.72K - $5.2K
|
9.48K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.88KNew |
$468K - $516K
|
2.88K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-198- 3.3% |
$32.2K - $35.5K
|
5.8K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.09K+ 0.64% |
$341K - $375K
|
328K
$59.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.14K+ 87.5% |
$186K - $205K
|
2.45K
$447K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
224+ 0.26% |
$36.4K - $40.2K
|
86.7K
$15.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.22% |
$976 - $1.08K
|
2.69K
$491K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22.5K+ 26.39% |
$3.66M - $4.03M
|
108K
$19.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8- 3.07% |
$1.3K - $1.43K
|
253
$46.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8K+ 4.71% |
$2.89M - $3.19M
|
395K
$72.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-64- 2.58% |
$10.4K - $11.5K
|
2.42K
$442K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.07K+ 16.29% |
$500K - $551K
|
21.9K
$4.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-52.6K- 32.4% |
$8.56M - $9.44M
|
110K
$20.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.85K+ 124.06% |
$464K - $511K
|
5.15K
$941K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
377+ 20.75% |
$61.3K - $67.6K
|
2.19K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 26.28% |
$404K - $445K
|
11.9K
$2.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.35KNew |
$545K - $601K
|
3.35K
$613K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11.7K- 51.02% |
$1.9M - $2.1M
|
11.2K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.24% |
$2.28K - $2.51K
|
5.83K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-294K- 12.85% |
$47.8M - $52.7M
|
1.99M
$364M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$526K - $580K
|
3.23K
$591K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
516K+ 71.59% |
$83.9M - $92.5M
|
1.24M
$226M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-973- 0.93% |
$158K - $174K
|
103K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31K+ 13.39% |
$5.04M - $5.56M
|
263K
$48M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
127+ 4.63% |
$20.7K - $22.8K
|
2.87K
$525K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.07K- 1.02% |
$174K - $192K
|
104K
$19M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
307+ 6.96% |
$49.9K - $55K
|
4.72K
$862K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.08% |
$163 - $179
|
1.24K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.5KNew |
$407K - $449K
|
2.5K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.75KNew |
$611K - $673K
|
3.75K
$686K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.35K+ 91.4% |
$382K - $421K
|
4.92K
$898K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
59+ 95.16% |
$9.6K - $10.6K
|
121
$22.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.36K+ 7.61% |
$1.36M - $1.5M
|
118K
$21.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
181+ 6.87% |
$29.4K - $32.5K
|
2.82K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 3.28% |
$217K - $239K
|
39.3K
$7.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.83K+ 8.56% |
$460K - $508K
|
35.9K
$6.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11New |
$1.79K - $1.97K
|
11
$2.01K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-136- 1.39% |
$22.1K - $24.4K
|
9.63K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10K+ 4.04% |
$1.63M - $1.79M
|
257K
$47M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-473- 6.99% |
$76.9K - $84.8K
|
6.29K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
41+ 18.3% |
$6.67K - $7.35K
|
265
$48.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-11.6K- 5.89% |
$1.88M - $2.07M
|
185K
$33.7M
|