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 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
158+ 1.02% |
$25.7K - $28.3K
|
15.6K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-90- 3.56% |
$14.6K - $16.1K
|
2.44K
$446K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 7.86% |
$271K - $298K
|
22.8K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.75K- 53.26% |
$284K - $313K
|
1.53K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
11.4KNew |
$1.85M - $2.04M
|
11.4K
$2.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
49K+ 101.47% |
$7.97M - $8.79M
|
97.3K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.84K+ 11.4% |
$949K - $1.05M
|
57K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.36K+ 1.77% |
$546K - $602K
|
193K
$35.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-315- 1.42% |
$51.2K - $56.5K
|
21.9K
$4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14K+ 12.04% |
$2.27M - $2.5M
|
130K
$23.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-942- 0.28% |
$153K - $169K
|
338K
$61.8M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 1.66% |
$344K - $379K
|
129K
$23.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.58KNew |
$256K - $283K
|
1.58K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 2.1% |
$7.16K - $7.89K
|
2.14K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
114+ 1.45% |
$18.5K - $20.4K
|
8K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 3.21% |
$415K - $458K
|
82K
$15M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.2K+ 6.69% |
$2.15M - $2.37M
|
211K
$38.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
106+ 1.82% |
$17.2K - $19K
|
5.92K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.94K- 16.03% |
$316K - $349K
|
10.2K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.28K+ 1.53% |
$533K - $587K
|
217K
$39.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.83K- 1.1% |
$298K - $328K
|
165K
$30.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
442+ 2.32% |
$71.9K - $79.3K
|
19.5K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-924- 0.67% |
$150K - $166K
|
136K
$24.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.6K- 1.3% |
$260K - $286K
|
121K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.03KNew |
$330K - $364K
|
2.03K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.8K+ 5.65% |
$455K - $502K
|
52.3K
$9.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
856+ 15.58% |
$139K - $153K
|
6.35K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-223- 7.5% |
$36.3K - $40K
|
2.75K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-46- 16.25% |
$7.48K - $8.25K
|
237
$43.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
443+ 0.43% |
$72K - $79.4K
|
104K
$19M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-25- 0.36% |
$4.07K - $4.48K
|
6.96K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.68K+ 2.67% |
$274K - $302K
|
64.7K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.3K+ 6.45% |
$212K - $233K
|
21.5K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.41K- 1.04% |
$229K - $252K
|
134K
$24.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.84K- 9.34% |
$788K - $869K
|
47K
$8.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
718+ 8.3% |
$117K - $129K
|
9.37K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.86K+ 4.69% |
$465K - $512K
|
63.8K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
4.31K+ 1.32% |
$701K - $773K
|
332K
$60.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.05% |
$163 - $179
|
1.92K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 1.88% |
$103K - $113K
|
34.3K
$6.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.3K+ 22.06% |
$2.32M - $2.56M
|
79.1K
$14.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.15K- 3.07% |
$349K - $385K
|
67.6K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.26K+ 4.43% |
$205K - $226K
|
29.7K
$5.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.6K- 19.19% |
$1.07M - $1.18M
|
27.8K
$5.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
30.1K+ 2458.86% |
$4.9M - $5.4M
|
31.3K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.17KNew |
$352K - $389K
|
2.17K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-460- 9.22% |
$74.8K - $82.5K
|
4.53K
$827K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
980+ 7.01% |
$159K - $176K
|
15K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.25K+ 4.42% |
$528K - $582K
|
76.7K
$14M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 5.79% |
$22.8K - $25.1K
|
2.28K
$416K
|