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 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$187K - $209K
|
1.21K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
1.36KNew |
$210K - $235K
|
1.36K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.41K+ 111.9% |
$218K - $244K
|
2.67K
$488K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.36K+ 111.14% |
$210K - $235K
|
2.58K
$471K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.13K+ 34.27% |
$947K - $1.06M
|
24K
$4.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
13.6KNew |
$2.1M - $2.36M
|
13.6K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.02KNew |
$313K - $350K
|
2.02K
$370K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.6K- 95.64% |
$2.1M - $2.36M
|
621
$113K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.55K+ 0.64% |
$239K - $268K
|
245K
$44.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
2.99KNew |
$463K - $519K
|
2.99K
$547K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-26- 0.22% |
$4.02K - $4.5K
|
11.7K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-413- 21.74% |
$63.8K - $71.5K
|
1.49K
$272K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-210- 7.44% |
$32.5K - $36.4K
|
2.61K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
633New |
$97.8K - $110K
|
633
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-271- 20.25% |
$41.9K - $46.9K
|
1.07K
$195K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-85- 3.26% |
$13.1K - $14.7K
|
2.52K
$460K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.3KNew |
$201K - $225K
|
1.3K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
28.7K+ 19.43% |
$4.44M - $4.98M
|
177K
$32.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
418New |
$64.6K - $72.4K
|
418
$76.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.97K+ 53.46% |
$459K - $515K
|
8.53K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$309 - $346
|
2
$365
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 63.09% |
$30.9K - $34.6K
|
517
$94.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.62% |
$7.73K - $8.66K
|
8.03K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
6.14KNew |
$949K - $1.06M
|
6.14K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
74New |
$11.4K - $12.8K
|
74
$13.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-205- 2.4% |
$31.7K - $35.5K
|
8.32K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.71KNew |
$883K - $989K
|
5.71K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-120- 8.87% |
$18.5K - $20.8K
|
1.23K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
116+ 14.93% |
$17.9K - $20.1K
|
893
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
43New |
$6.65K - $7.45K
|
43
$7.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
855+ 78.15% |
$132K - $148K
|
1.95K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-105- 21.0% |
$16.2K - $18.2K
|
395
$72.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-37- 11.97% |
$5.72K - $6.41K
|
272
$49.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
137New |
$21.2K - $23.7K
|
137
$25K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.51KNew |
$234K - $262K
|
1.51K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-403- 2.34% |
$62.3K - $69.8K
|
16.8K
$3.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.63KNew |
$252K - $283K
|
1.63K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 0.43% |
$1.55K - $1.73K
|
2.29K
$419K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22.4K+ 22.98% |
$3.47M - $3.88M
|
120K
$21.9M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.07K+ 53.62% |
$165K - $185K
|
3.05K
$558K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-55- 0.8% |
$8.5K - $9.53K
|
6.85K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
95.7KNew |
$14.8M - $16.6M
|
95.7K
$17.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2- 0.08% |
$309 - $346
|
2.64K
$482K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.3K+ 37583.33% |
$1.74M - $1.95M
|
11.3K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
54.9K+ 46.1% |
$8.49M - $9.51M
|
174K
$31.8M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.17K- 67.54% |
$336K - $377K
|
1.05K
$191K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 1.07% |
$2.16K - $2.42K
|
1.32K
$242K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-335- 69.07% |
$51.8K - $58K
|
150
$27.4K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-81- 65.32% |
$12.5K - $14K
|
43
$7.86K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-468- 16.29% |
$72.3K - $81.1K
|
2.41K
$439K
|