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
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-440- 3.95% |
$71.6K - $78.9K
|
10.7K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.74K- 66.41% |
$283K - $312K
|
879
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-48- 3.18% |
$7.81K - $8.61K
|
1.46K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
6.08K+ 13.54% |
$989K - $1.09M
|
51K
$9.32M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.23KNew |
$201K - $221K
|
1.23K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
82+ 5.12% |
$13.3K - $14.7K
|
1.69K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 0.96% |
$5.53K - $6.1K
|
3.5K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-117- 0.32% |
$19K - $21K
|
36.5K
$6.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.3K- 3.61% |
$4.76M - $5.25M
|
781K
$143M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
220New |
$35.8K - $39.4K
|
220
$40.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.75K+ 7.67% |
$1.1M - $1.21M
|
94.7K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.29K- 1.65% |
$373K - $411K
|
137K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-81- 1.32% |
$13.2K - $14.5K
|
6.07K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
47.3K+ 16.42% |
$7.69M - $8.47M
|
335K
$61.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
29.5K+ 44.31% |
$4.8M - $5.29M
|
96.1K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
294+ 5.96% |
$47.8K - $52.7K
|
5.23K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
528New |
$85.9K - $94.7K
|
528
$96.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-53- 1.32% |
$8.62K - $9.5K
|
3.97K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.82K+ 266.79% |
$1.43M - $1.58M
|
12.1K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.48K- 2.75% |
$728K - $802K
|
159K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-619- 37.22% |
$101K - $111K
|
1.04K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-129- 2.22% |
$21K - $23.1K
|
5.67K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$188K - $207K
|
1.16K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-257K- 3.18% |
$41.8M - $46.1M
|
7.83M
$1.43B
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.77K+ 7.36% |
$450K - $496K
|
40.4K
$7.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.15K+ 13.88% |
$512K - $564K
|
25.8K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.3K- 0.51% |
$4.76M - $5.24M
|
5.74M
$1.05B
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-114- 0.73% |
$18.5K - $20.4K
|
15.5K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.53KNew |
$574K - $632K
|
3.53K
$644K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.9K- 17.67% |
$1.94M - $2.14M
|
55.7K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-148K- 98.37% |
$24.1M - $26.6M
|
2.46K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.01KNew |
$489K - $539K
|
3.01K
$549K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-185- 5.51% |
$30.1K - $33.2K
|
3.17K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-371- 15.24% |
$60.3K - $66.5K
|
2.06K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.26K+ 2.98% |
$368K - $406K
|
78.2K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-5.38K- 5.19% |
$876K - $965K
|
98.4K
$18M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.5K+ 22.2% |
$1.7M - $1.88M
|
57.7K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.73K- 18.76% |
$770K - $849K
|
20.5K
$3.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12- 0.3% |
$1.95K - $2.15K
|
3.98K
$728K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
245+ 2.36% |
$39.8K - $43.9K
|
10.6K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
574New |
$93.4K - $103K
|
574
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.49K+ 19.46% |
$1.06M - $1.16M
|
39.8K
$7.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.84K- 1.77% |
$624K - $688K
|
213K
$39M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.12K+ 0.23% |
$182K - $201K
|
495K
$90.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-8K- 6.81% |
$1.3M - $1.44M
|
109K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
607+ 3.15% |
$98.7K - $109K
|
19.9K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$20.3K - $22.4K
|
125
$22.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.82KNew |
$947K - $1.04M
|
5.82K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.1K- 0.94% |
$180K - $198K
|
116K
$21.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-177- 9.78% |
$28.8K - $31.7K
|
1.63K
$298K
|