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 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 5.79% |
$22.8K - $25.1K
|
2.28K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-466- 0.72% |
$75.8K - $83.6K
|
64.6K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.79K+ 2.78% |
$291K - $321K
|
66K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.22K+ 6.55% |
$361K - $398K
|
36K
$6.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.98K+ 5.27% |
$810K - $893K
|
99.5K
$18.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.13% |
$325 - $359
|
1.53K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-127- 2.3% |
$20.7K - $22.8K
|
5.39K
$984K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.07K- 43.92% |
$174K - $192K
|
1.37K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-123- 0.17% |
$20K - $22.1K
|
73.6K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.29KNew |
$210K - $231K
|
1.29K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.57K+ 4.21% |
$255K - $282K
|
38.8K
$7.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.16K+ 7.4% |
$1M - $1.1M
|
89.3K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-96- 0.51% |
$15.6K - $17.2K
|
18.6K
$3.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.21K+ 26.64% |
$359K - $396K
|
10.5K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
862+ 3.93% |
$140K - $155K
|
22.8K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-694- 1.12% |
$113K - $124K
|
61.3K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-770- 4.05% |
$125K - $138K
|
18.3K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.5K- 10.34% |
$244K - $269K
|
13K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
346+ 2.17% |
$56.3K - $62K
|
16.3K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-733- 0.74% |
$119K - $131K
|
98.3K
$18M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
148+ 28.3% |
$24.1K - $26.5K
|
671
$123K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-434- 16.73% |
$70.6K - $77.8K
|
2.16K
$395K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31- 1.03% |
$5.04K - $5.56K
|
2.97K
$542K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.27K+ 12.46% |
$207K - $228K
|
11.5K
$2.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 1.61% |
$169K - $187K
|
65.9K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1K+ 27.54% |
$163K - $179K
|
4.63K
$846K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
52+ 2.73% |
$8.46K - $9.32K
|
1.96K
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
98+ 3.38% |
$15.9K - $17.6K
|
3K
$548K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.24K- 8.8% |
$690K - $761K
|
43.9K
$8.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
61+ 4.72% |
$9.92K - $10.9K
|
1.35K
$247K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.97KNew |
$645K - $711K
|
3.97K
$725K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
10.3KNew |
$1.68M - $1.85M
|
10.3K
$1.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.11KNew |
$994K - $1.1M
|
6.11K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-473- 0.47% |
$76.9K - $84.8K
|
101K
$18.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.55K+ 96.03% |
$740K - $816K
|
9.29K
$1.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-169- 4.19% |
$27.5K - $30.3K
|
3.86K
$706K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
171+ 3.21% |
$27.8K - $30.7K
|
5.5K
$1M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-135- 6.91% |
$22K - $24.2K
|
1.82K
$332K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
582+ 23.46% |
$94.7K - $104K
|
3.06K
$560K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-168- 0.87% |
$27.3K - $30.1K
|
19.2K
$3.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-708- 6.19% |
$115K - $127K
|
10.7K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-349- 4.24% |
$56.8K - $62.6K
|
7.88K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-384- 20.85% |
$62.5K - $68.9K
|
1.46K
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$207K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
524+ 31.57% |
$85.2K - $94K
|
2.18K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.07K- 1.6% |
$499K - $551K
|
189K
$34.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.27K- 46.76% |
$206K - $228K
|
1.45K
$264K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
205+ 14.93% |
$33.3K - $36.8K
|
1.58K
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-278- 2.38% |
$45.2K - $49.8K
|
11.4K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-446- 4.6% |
$72.5K - $80K
|
9.24K
$1.69M
|