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 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
233New |
$24.2K - $28.2K
|
233
$42.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-43- 7.4% |
$4.46K - $5.21K
|
538
$98.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.91% |
$208 - $242
|
221
$40.5K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
22.8KNew |
$2.37M - $2.77M
|
22.8K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
263New |
$27.3K - $31.9K
|
263
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
60New |
$6.23K - $7.27K
|
60
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-95.6K- 5.52% |
$9.93M - $11.6M
|
1.64M
$300M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$1.14K - $1.33K
|
11
$2.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.59M- 99.12% |
$373M - $436M
|
31.8K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
256New |
$26.6K - $31K
|
256
$47K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-46- 0.48% |
$4.78K - $5.58K
|
9.53K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
14.4KNew |
$1.49M - $1.74M
|
14.4K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 59.46% |
$1.23M - $1.44M
|
31.8K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.8KNew |
$187K - $219K
|
1.8K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$727 - $849
|
7
$1.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
168+ 13.41% |
$17.4K - $20.4K
|
1.42K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50+ 27.62% |
$5.19K - $6.06K
|
231
$42.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-755- 83.89% |
$78.4K - $91.5K
|
145
$26.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-998- 5.33% |
$104K - $121K
|
17.7K
$3.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-461- 78.27% |
$47.9K - $55.9K
|
128
$23.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.19% |
$623 - $727
|
3.15K
$577K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
140K+ 10.26% |
$14.5M - $17M
|
1.5M
$276M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-703- 11.29% |
$73K - $85.2K
|
5.53K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
114New |
$11.8K - $13.8K
|
114
$20.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-112- 57.73% |
$11.6K - $13.6K
|
82
$15K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
124+ 4.62% |
$12.9K - $15K
|
2.81K
$515K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
47+ 0.23% |
$4.88K - $5.7K
|
20.9K
$3.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 272.95% |
$183K - $214K
|
2.41K
$443K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.5% |
$104 - $121
|
201
$36.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-30- 0.62% |
$3.11K - $3.64K
|
4.81K
$882K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-215- 4.61% |
$22.3K - $26.1K
|
4.45K
$816K
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
200New |
$20.8K - $24.2K
|
200
$36.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
18.3K+ 12.44% |
$1.9M - $2.22M
|
166K
$30.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 53.57% |
$228K - $267K
|
1.91K
$350K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$20.8K - $24.2K
|
200
$36.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10New |
$1.04K - $1.21K
|
10
$1.83K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30.9K+ 13.63% |
$3.21M - $3.91M
|
258K
$47.3M
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3KNew |
$312K - $380K
|
3K
$550K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.05K+ 39.44% |
$109K - $132K
|
3.7K
$678K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
325+ 54.17% |
$33.8K - $41.1K
|
925
$170K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.4K+ 8.43% |
$249K - $303K
|
30.8K
$5.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11K+ 9.22% |
$1.15M - $1.39M
|
131K
$24M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$41.6K - $50.6K
|
400
$73.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-119Closed |
$12.4K - $15.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-232K- 96.38% |
$24.1M - $29.3M
|
8.72K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.8KClosed |
$499K - $607K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-79- 1.55% |
$8.21K - $9.99K
|
5.03K
$922K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3KNew |
$312K - $379K
|
3K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
234K+ 107.01% |
$24.3M - $29.6M
|
453K
$83.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
289New |
$30K - $36.6K
|
289
$53K
|
|