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 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
343+ 18.97% |
$55.8K - $61.5K
|
2.15K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
461+ 8.48% |
$75K - $82.7K
|
5.9K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.91KNew |
$310K - $342K
|
1.91K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-51.7K- 75.37% |
$8.41M - $9.27M
|
16.9K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
100K+ 6006.96% |
$16.3M - $17.9M
|
102K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-325- 4.18% |
$52.9K - $58.3K
|
7.46K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
746+ 2.47% |
$121K - $134K
|
30.9K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.22K+ 3.81% |
$360K - $397K
|
60.3K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.5K- 5.67% |
$2.03M - $2.24M
|
208K
$38.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15K+ 3.27% |
$2.44M - $2.69M
|
474K
$86.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.59K+ 7.79% |
$422K - $465K
|
35.9K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24K- 4.2% |
$3.91M - $4.31M
|
548K
$100M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.13K+ 6.18% |
$671K - $740K
|
70.9K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.39K- 23.2% |
$225K - $248K
|
4.59K
$838K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
50.5K+ 178.64% |
$8.21M - $9.05M
|
78.7K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.4K+ 373.53% |
$4.13M - $4.55M
|
32.2K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
370New |
$60.2K - $66.3K
|
370
$67.6K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.98K+ 29.33% |
$1.46M - $1.61M
|
39.6K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 5.9% |
$47.5M - $52.4M
|
5.25M
$959M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60.4K+ 59.1% |
$9.82M - $10.8M
|
163K
$29.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
792+ 1.62% |
$129K - $142K
|
49.8K
$9.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-298K- 90.86% |
$48.4M - $53.4M
|
29.9K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
868+ 38.41% |
$141K - $156K
|
3.13K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.5K+ 228.81% |
$2.2M - $2.42M
|
19.4K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
107+ 0.93% |
$17.4K - $19.2K
|
11.6K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.2K+ 3.28% |
$6.7M - $7.39M
|
1.3M
$237M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.5K+ 50.01% |
$2.36M - $2.6M
|
43.5K
$7.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.12K- 6.74% |
$1.32M - $1.46M
|
112K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
372K+ 17.82% |
$60.5M - $66.7M
|
2.46M
$449M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 2.84% |
$1.91M - $2.11M
|
426K
$77.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.12K+ 15.96% |
$345K - $380K
|
15.4K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
29KNew |
$4.72M - $5.21M
|
29K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
39.8K+ 2.59% |
$6.47M - $7.13M
|
1.57M
$288M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.6K+ 3.79% |
$910K - $1M
|
153K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.7K+ 6.76% |
$2.23M - $2.46M
|
217K
$39.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.81K- 3.19% |
$294K - $324K
|
54.8K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
15.5K+ 12.24% |
$2.52M - $2.78M
|
142K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.82K+ 35.08% |
$784K - $864K
|
18.6K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 2.12% |
$6.18K - $6.81K
|
1.76K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.51K- 1.9% |
$246K - $271K
|
78K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155K+ 8.5% |
$25.1M - $27.7M
|
1.97M
$361M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.1K+ 55.93% |
$2.13M - $2.35M
|
36.5K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
76.5K+ 43.41% |
$12.4M - $13.7M
|
253K
$46.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
23.5K+ 9.14% |
$3.83M - $4.22M
|
281K
$51.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 4.25% |
$978K - $1.08M
|
136K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8K+ 21.75% |
$1.92M - $2.11M
|
66K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18- 0.61% |
$2.93K - $3.23K
|
2.93K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.33K- 6.31% |
$541K - $597K
|
49.4K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$619K - $682K
|
3.81K
$695K
|