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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.48K- 19.63% |
$317K - $367K
|
10.2K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
75New |
$9.57K - $11.1K
|
75
$13.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
32New |
$4.09K - $4.74K
|
32
$5.91K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 14.71% |
$1.28K - $1.48K
|
58
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
138+ 5.47% |
$17.6K - $20.4K
|
2.66K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
4.61K+ 26.35% |
$589K - $683K
|
22.1K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
141New |
$18K - $20.9K
|
141
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.3K- 12.88% |
$549K - $637K
|
29.1K
$5.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$331K - $384K
|
2.59K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
1.45KNew |
$184K - $214K
|
1.45K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50New |
$6.38K - $7.4K
|
50
$9.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-132- 8.09% |
$16.9K - $19.5K
|
1.5K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.65KNew |
$338K - $392K
|
2.65K
$490K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
55New |
$7.02K - $8.14K
|
55
$10.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.97K+ 18.68% |
$252K - $292K
|
12.5K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.1K- 13.38% |
$1.8M - $2.09M
|
91.4K
$16.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-44- 4.96% |
$5.62K - $6.51K
|
843
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-9- 34.62% |
$1.15K - $1.33K
|
17
$3.14K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-40.7K- 99.64% |
$5.19M - $6.02M
|
147
$27.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
450+ 5.28% |
$57.4K - $66.6K
|
8.98K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2K+ 1.19% |
$255K - $296K
|
169K
$31.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
486New |
$62K - $71.9K
|
486
$89.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
131New |
$16.7K - $19.4K
|
131
$24.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
37New |
$4.72K - $5.48K
|
37
$6.84K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-49KClosed |
$6.26M - $7.26M
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.06K- 92.15% |
$391K - $453K
|
261
$48.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-201- 41.96% |
$25.7K - $29.7K
|
278
$51.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
61.7K+ 96.42% |
$7.88M - $9.13M
|
126K
$23.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.09K- 3.35% |
$140K - $162K
|
31.5K
$5.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.78KNew |
$610K - $707K
|
4.78K
$883K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-142- 10.57% |
$18.1K - $21K
|
1.2K
$222K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
35New |
$4.47K - $5.18K
|
35
$6.47K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
35New |
$4.47K - $5.18K
|
35
$6.47K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.99KClosed |
$254K - $295K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
34.1K+ 5.77% |
$4.36M - $5.05M
|
625K
$116M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
40.8K+ 9.13% |
$5.2M - $6.03M
|
487K
$90.1M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
3.02KNew |
$386K - $447K
|
3.02K
$559K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
145New |
$18.5K - $21.5K
|
145
$26.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$255 - $296
|
7.12K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.14K+ 12.07% |
$401K - $465K
|
29.2K
$5.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-181- 3.13% |
$23.1K - $26.8K
|
5.61K
$1.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.45KNew |
$185K - $214K
|
1.45K
$267K
|
|
| Q3 2023 | |||||||
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.56KClosed |
$204K - $218K
|
0
$0
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-278- 87.42% |
$36.4K - $38.9K
|
40
$7.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-51.9K- 24.27% |
$6.79M - $7.26M
|
162K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
245New |
$32K - $34.3K
|
245
$45.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.25K- 38.16% |
$948K - $1.01M
|
11.7K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-519- 84.39% |
$67.9K - $72.6K
|
96
$17.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.9KNew |
$772K - $826K
|
5.9K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.66KNew |
$348K - $372K
|
2.66K
$492K
|
|