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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.77KNew |
$450K - $496K
|
2.77K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.4KNew |
$2.02M - $2.23M
|
12.4K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.9KNew |
$1.94M - $2.14M
|
11.9K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.6K- 6.58% |
$4.64M - $5.12M
|
406K
$74.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.29KNew |
$209K - $231K
|
1.29K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
932+ 1.74% |
$152K - $167K
|
54.6K
$9.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
173K+ 986.48% |
$28.1M - $30.9M
|
190K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27.1K- 49.28% |
$4.41M - $4.87M
|
27.9K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
904+ 9.97% |
$147K - $162K
|
9.97K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.98KNew |
$485K - $534K
|
2.98K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-178- 10.61% |
$28.9K - $31.9K
|
1.5K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
370+ 8.95% |
$60.2K - $66.3K
|
4.5K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
78.3K+ 17.25% |
$12.7M - $14M
|
532K
$97.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.76KNew |
$775K - $854K
|
4.76K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
536+ 24.88% |
$87.2K - $96.1K
|
2.69K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
198K+ 164.09% |
$32.2M - $35.5M
|
319K
$58.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 8.63% |
$190K - $209K
|
14.7K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2K+ 254.02% |
$1.82M - $2.01M
|
15.6K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.3KNew |
$211K - $233K
|
1.3K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
24+ 1.06% |
$3.9K - $4.3K
|
2.28K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
776+ 20.56% |
$126K - $139K
|
4.55K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
333+ 5.89% |
$54.2K - $59.7K
|
5.99K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18New |
$2.93K - $3.23K
|
18
$3.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-185- 5.92% |
$30.1K - $33.2K
|
2.94K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17+ 0.09% |
$2.76K - $3.05K
|
18.9K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
78+ 3.9% |
$12.7K - $14K
|
2.08K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
835+ 0.27% |
$136K - $150K
|
309K
$56.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.39K- 89.53% |
$388K - $428K
|
279
$51K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
86+ 4.29% |
$14K - $15.4K
|
2.09K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33+ 12.64% |
$5.37K - $5.92K
|
294
$53.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.71K- 5.43% |
$278K - $306K
|
29.8K
$5.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
835+ 3.79% |
$136K - $150K
|
22.9K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
269+ 2.98% |
$43.8K - $48.2K
|
9.31K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 3.57% |
$2.68M - $2.95M
|
478K
$87.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.72K+ 4.6% |
$605K - $667K
|
84.7K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-476- 3.29% |
$77.4K - $85.3K
|
14K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.22K+ 20.5% |
$686K - $756K
|
24.8K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.13KNew |
$183K - $202K
|
1.13K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-557K- 59.53% |
$90.6M - $99.9M
|
379K
$69.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
9.97KNew |
$1.62M - $1.79M
|
9.97K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
218+ 0.55% |
$35.5K - $39.1K
|
39.7K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
483+ 21.8% |
$78.6K - $86.6K
|
2.7K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 0.39% |
$1.46K - $1.61K
|
2.31K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
266+ 11.74% |
$43.3K - $47.7K
|
2.53K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$174K - $192K
|
1.07K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.18K- 17.56% |
$192K - $212K
|
5.54K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.56K+ 20.84% |
$742K - $818K
|
26.5K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.83K+ 1.36% |
$1.6M - $1.76M
|
731K
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4.53K+ 16.53% |
$737K - $813K
|
32K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.59K+ 4.89% |
$259K - $285K
|
34.1K
$6.24M
|