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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.81K+ 3.19% |
$319K - $338K
|
58.5K
$10.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
73New |
$12.9K - $13.6K
|
73
$13.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
20.6KNew |
$3.63M - $3.84M
|
20.6K
$3.73M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
25.1K+ 7.93% |
$4.43M - $4.7M
|
342K
$62.1M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-26- 2.52% |
$4.59K - $4.86K
|
1.01K
$183K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.19K+ 5.29% |
$915K - $969K
|
103K
$18.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23.5KNew |
$4.14M - $4.39M
|
23.5K
$4.27M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.26% |
$1.23K - $1.31K
|
2.69K
$488K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
561+ 7.08% |
$99K - $105K
|
8.49K
$1.54M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.9K+ 15.46% |
$1.75M - $1.85M
|
74K
$13.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
18.2KNew |
$3.2M - $3.39M
|
18.2K
$3.3M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.3K- 47.92% |
$10.3M - $10.9M
|
63.4K
$11.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.82KNew |
$497K - $526K
|
2.82K
$511K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
129+ 0.72% |
$22.8K - $24.1K
|
18.1K
$3.28M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
786New |
$139K - $147K
|
786
$143K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.58K+ 34.06% |
$279K - $295K
|
6.22K
$1.13M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.03KNew |
$358K - $379K
|
2.03K
$368K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
415New |
$73.2K - $77.6K
|
415
$75.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
926+ 1.06% |
$163K - $173K
|
88.4K
$16.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.86K+ 5.02% |
$1.21M - $1.28M
|
143K
$26M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
8.71KNew |
$1.54M - $1.63M
|
8.71K
$1.58M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 15.66% |
$963K - $1.02M
|
40.3K
$7.32M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-45.7K- 44.35% |
$8.07M - $8.55M
|
57.4K
$10.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.6K+ 1.69% |
$4.7M - $4.98M
|
1.6M
$291M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.64K- 19.91% |
$289K - $306K
|
6.6K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.95KNew |
$344K - $364K
|
1.95K
$354K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-69- 0.79% |
$12.2K - $12.9K
|
8.69K
$1.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-829- 0.49% |
$146K - $155K
|
167K
$30.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17K+ 582.26% |
$3M - $3.18M
|
20K
$3.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-208- 2.48% |
$36.7K - $38.9K
|
8.19K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-10.9K- 57.87% |
$1.92M - $2.04M
|
7.93K
$1.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.7K- 60.31% |
$5.06M - $5.36M
|
18.9K
$3.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
181+ 8.12% |
$31.9K - $33.8K
|
2.41K
$438K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.99K+ 4.54% |
$528K - $560K
|
69K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
19.4K+ 34.46% |
$3.42M - $3.63M
|
75.7K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
738+ 4.94% |
$130K - $138K
|
15.7K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.51% |
$314K - $333K
|
69.2K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-964- 33.88% |
$170K - $180K
|
1.88K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.34K+ 33.81% |
$588K - $623K
|
13.2K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.5K+ 5.31% |
$3.27M - $3.46M
|
367K
$66.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.8K+ 25.07% |
$3.49M - $3.7M
|
98.8K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 5.58% |
$5.98M - $6.34M
|
574K
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-455- 0.56% |
$80.3K - $85K
|
81.3K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-63.1K- 56.12% |
$11.1M - $11.8M
|
49.3K
$8.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-38- 0.8% |
$6.7K - $7.1K
|
4.74K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
960+ 0.89% |
$169K - $179K
|
109K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8K+ 3.85% |
$1.41M - $1.49M
|
216K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
500+ 13.16% |
$88.2K - $93.5K
|
4.3K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38.7K- 6.96% |
$6.83M - $7.23M
|
517K
$93.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 22.95% |
$2.42M - $2.57M
|
73.6K
$13.4M
|