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 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.32K- 2.47% |
$377K - $416K
|
91.8K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
2.11K+ 3.93% |
$344K - $379K
|
55.8K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.1K+ 0.3% |
$667K - $736K
|
1.39M
$257M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241K+ 11.83% |
$39.2M - $43.2M
|
2.28M
$422M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.59K+ 2.8% |
$259K - $286K
|
58.6K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-27- 0.06% |
$4.39K - $4.84K
|
42K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.64K- 0.63% |
$592K - $653K
|
570K
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.52K+ 13.86% |
$573K - $631K
|
28.9K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 4.18% |
$180K - $199K
|
25.4K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
295+ 12.38% |
$48K - $52.9K
|
2.68K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
13.2KNew |
$2.15M - $2.37M
|
13.2K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
718+ 2.06% |
$117K - $129K
|
35.6K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.31K+ 14.3% |
$375K - $413K
|
18.4K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-229K- 50.36% |
$37.2M - $41M
|
226K
$41.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-801- 3.96% |
$130K - $144K
|
19.4K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.37K- 1.35% |
$386K - $425K
|
174K
$32.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-91- 3.12% |
$14.8K - $16.3K
|
2.83K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 4.0% |
$39.4K - $43.4K
|
6.29K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.28K- 45.04% |
$208K - $230K
|
1.56K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.24% |
$2.44K - $2.69K
|
6.26K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.89KNew |
$958K - $1.06M
|
5.89K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.11K+ 18.35% |
$831K - $916K
|
32.9K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.59% |
$211K - $233K
|
34.9K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12.1K+ 15.94% |
$1.97M - $2.18M
|
88.2K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-526- 19.4% |
$85.5K - $94.3K
|
2.19K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.25K+ 1.07% |
$204K - $225K
|
119K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.26KNew |
$205K - $226K
|
1.26K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 113.02% |
$2.69M - $2.97M
|
31.2K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.44KNew |
$233K - $257K
|
1.44K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-97- 4.3% |
$15.8K - $17.4K
|
2.16K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
12.5K+ 192.17% |
$2.04M - $2.25M
|
19.1K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
36K+ 12.82% |
$5.86M - $6.46M
|
317K
$58.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
474+ 38.07% |
$77.1K - $85K
|
1.72K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.23K- 4.63% |
$201K - $221K
|
25.4K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.1K+ 13.5% |
$178K - $196K
|
9.21K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.51K+ 237.22% |
$734K - $809K
|
6.41K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-621K- 99.56% |
$101M - $111M
|
2.77K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
84+ 3.28% |
$13.7K - $15.1K
|
2.65K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
173K+ 7.18% |
$28.2M - $31M
|
2.58M
$479M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 18.65% |
$723K - $797K
|
28.3K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
384+ 1.68% |
$62.5K - $68.9K
|
23.3K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.63K+ 4.64% |
$264K - $291K
|
36.6K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-155- 0.8% |
$25.2K - $27.8K
|
19.2K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
287+ 7.35% |
$46.7K - $51.5K
|
4.19K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 0.65% |
$1.63K - $1.79K
|
1.54K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-28- 0.78% |
$4.55K - $5.02K
|
3.55K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.52K+ 4.86% |
$410K - $452K
|
54.4K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
727+ 25.52% |
$118K - $130K
|
3.58K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-232- 1.06% |
$37.7K - $41.6K
|
21.6K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
15.5KNew |
$2.53M - $2.79M
|
15.5K
$2.88M
|