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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
951K+ 6.9% |
$155M - $170M
|
14.7M
$2.66B
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.46K+ 34.4% |
$889K - $980K
|
21.3K
$3.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.08% |
$3.25K - $3.59K
|
24.4K
$4.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
67+ 3.17% |
$10.9K - $12K
|
2.18K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.48KNew |
$241K - $266K
|
1.48K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 23.64% |
$401K - $443K
|
7.97K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
426New |
$69.3K - $76.4K
|
426
$77K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
167+ 5.59% |
$27.2K - $29.9K
|
3.16K
$571K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
305+ 9.5% |
$49.6K - $54.7K
|
3.52K
$636K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-32- 4.25% |
$5.2K - $5.74K
|
721
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.32K+ 7.68% |
$703K - $775K
|
60.6K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.03KNew |
$655K - $722K
|
4.03K
$728K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
73.8K+ 2476.25% |
$12M - $13.2M
|
76.8K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-282K- 28.03% |
$45.8M - $50.5M
|
723K
$131M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.73K+ 6.93% |
$1.26M - $1.39M
|
119K
$21.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.58K+ 53.57% |
$1.39M - $1.54M
|
24.6K
$4.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
192+ 2.77% |
$31.2K - $34.4K
|
7.13K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-755- 0.13% |
$123K - $135K
|
586K
$106M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.97K- 1.65% |
$645K - $711K
|
236K
$42.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.61K+ 22.65% |
$261K - $288K
|
8.69K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-412- 1.17% |
$67K - $73.9K
|
34.8K
$6.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
185+ 10.22% |
$30.1K - $33.2K
|
2K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.43K+ 12.98% |
$233K - $257K
|
12.5K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-213- 2.4% |
$34.6K - $38.2K
|
8.64K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.46K+ 24.49% |
$1.21M - $1.34M
|
37.9K
$6.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 28.16% |
$4.72K - $5.2K
|
74
$13.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
380+ 98.7% |
$61.8K - $68.1K
|
765
$138K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.23K- 3.5% |
$201K - $221K
|
34K
$6.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-157- 0.09% |
$25.5K - $28.2K
|
168K
$30.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.9K+ 31.19% |
$2.26M - $2.49M
|
58.4K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10.7K+ 23.87% |
$1.74M - $1.92M
|
55.4K
$10M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-146- 0.16% |
$23.7K - $26.2K
|
91K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
46K+ 248.46% |
$7.48M - $8.25M
|
64.5K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.11K- 5.02% |
$832K - $917K
|
96.7K
$17.5M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-278- 18.65% |
$45.2K - $49.8K
|
1.21K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.4K+ 9.46% |
$390K - $429K
|
27.7K
$5.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.33K+ 32.72% |
$217K - $239K
|
5.41K
$978K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2+ 0.33% |
$325 - $359
|
602
$109K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.16% |
$3.09K - $3.41K
|
11.5K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.18K+ 5.78% |
$191K - $211K
|
21.5K
$3.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
238+ 0.41% |
$38.7K - $42.7K
|
58.5K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
847+ 21.78% |
$138K - $152K
|
4.74K
$857K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
678+ 26.16% |
$110K - $122K
|
3.27K
$591K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.86K- 1.57% |
$790K - $871K
|
304K
$55M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.56K- 39.98% |
$578K - $637K
|
5.34K
$965K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.18K+ 0.33% |
$679K - $749K
|
1.27M
$229M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
985+ 26.03% |
$160K - $177K
|
4.77K
$863K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
668+ 33.22% |
$109K - $120K
|
2.68K
$485K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.76K+ 16.81% |
$449K - $495K
|
19.2K
$3.47M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-37.4K- 96.56% |
$6.09M - $6.71M
|
1.33K
$241K
|