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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38KNew |
$214K - $240K
|
1.38K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.55K+ 3.49% |
$239K - $268K
|
45.9K
$8.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-189K- 72.68% |
$29.3M - $32.8M
|
71.2K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.23% |
$464 - $520
|
1.31K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 13.33% |
$618 - $693
|
34
$6.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-41- 2.49% |
$6.34K - $7.1K
|
1.61K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
902+ 22.25% |
$139K - $156K
|
4.96K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-20- 1.26% |
$3.09K - $3.46K
|
1.57K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
282KNew |
$43.5M - $48.8M
|
282K
$51.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
88+ 3.53% |
$13.6K - $15.2K
|
2.58K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.15K- 6.59% |
$332K - $372K
|
30.5K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
73New |
$11.3K - $12.6K
|
73
$13.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.23K+ 76.82% |
$191K - $214K
|
2.84K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
947+ 3.23% |
$146K - $164K
|
30.3K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-140- 9.03% |
$21.6K - $24.2K
|
1.41K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35New |
$5.41K - $6.06K
|
35
$6.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.68K+ 2.7% |
$260K - $291K
|
64.1K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $173
|
2.19K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.71K+ 6.15% |
$418K - $469K
|
46.8K
$8.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
432+ 9.47% |
$66.8K - $74.8K
|
4.99K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34- 2.83% |
$5.26K - $5.89K
|
1.17K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-431- 26.0% |
$66.6K - $74.6K
|
1.23K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.4KNew |
$1.77M - $1.98M
|
11.4K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.13% |
$618 - $693
|
3.08K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17- 0.56% |
$2.63K - $2.94K
|
2.99K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
466+ 456.86% |
$72K - $80.7K
|
568
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
113+ 4.59% |
$17.5K - $19.6K
|
2.58K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
101K+ 1.81% |
$15.5M - $17.4M
|
5.66M
$1.03B
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-248- 10.71% |
$38.3K - $43K
|
2.07K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.57K+ 29.46% |
$397K - $445K
|
11.3K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
76+ 15.83% |
$11.7K - $13.2K
|
556
$102K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
79+ 0.74% |
$12.2K - $13.7K
|
10.8K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 63.35% |
$379K - $425K
|
1.42K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.45KNew |
$224K - $251K
|
1.45K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-15.9K- 15.35% |
$2.45M - $2.75M
|
87.5K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-176- 16.06% |
$27.2K - $30.5K
|
920
$168K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1- 0.08% |
$155 - $173
|
1.33K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45+ 2.25% |
$6.96K - $7.79K
|
2.05K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-461- 25.87% |
$71.3K - $79.8K
|
1.32K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-385- 2.5% |
$59.5K - $66.7K
|
15K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
8.14KNew |
$1.26M - $1.41M
|
8.14K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.43KNew |
$530K - $594K
|
3.43K
$626K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.1K+ 61.0% |
$943K - $1.06M
|
16.1K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23New |
$3.55K - $3.98K
|
23
$4.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9K- 11.26% |
$1.39M - $1.56M
|
70.9K
$13M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-71- 6.1% |
$11K - $12.3K
|
1.09K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$155 - $173
|
2.29K
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-186- 4.33% |
$28.7K - $32.2K
|
4.11K
$751K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7New |
$1.08K - $1.21K
|
7
$1.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
59New |
$9.12K - $10.2K
|
59
$10.8K
|