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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.65K- 55.42% |
$1.53M - $1.62M
|
6.96K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.32K+ 31.75% |
$232K - $246K
|
5.46K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.22KNew |
$215K - $228K
|
1.22K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.28K+ 3.1% |
$756K - $801K
|
143K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-34- 0.64% |
$6K - $6.35K
|
5.3K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.18KNew |
$208K - $221K
|
1.18K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
48.1KNew |
$8.49M - $9M
|
48.1K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
16.2KNew |
$2.86M - $3.03M
|
16.2K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
634New |
$112K - $119K
|
634
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.24KNew |
$219K - $232K
|
1.24K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10K+ 88.9% |
$1.77M - $1.88M
|
21.3K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
20+ 0.74% |
$3.53K - $3.74K
|
2.71K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.79K+ 45.22% |
$493K - $522K
|
8.97K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.01% |
$176 - $187
|
6.77K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.91K+ 197.72% |
$336K - $356K
|
2.87K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
375+ 6.77% |
$66.2K - $70.1K
|
5.92K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.62K+ 35.94% |
$285K - $302K
|
6.12K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
61.5K+ 25.2% |
$10.8M - $11.5M
|
305K
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
865+ 14.45% |
$153K - $162K
|
6.85K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.1KNew |
$2.32M - $2.46M
|
13.1K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
18.6KNew |
$3.28M - $3.48M
|
18.6K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
315+ 1.67% |
$55.6K - $58.9K
|
19.2K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.17K- 16.83% |
$736K - $780K
|
20.6K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-101- 1.63% |
$17.8K - $18.9K
|
6.11K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 19.63% |
$3.52M - $3.73M
|
81.7K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.82K+ 18.22% |
$851K - $901K
|
31.3K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-73- 2.9% |
$12.9K - $13.6K
|
2.45K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.62KNew |
$1.17M - $1.24M
|
6.62K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
619+ 14.76% |
$109K - $116K
|
4.81K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
108K+ 4.17% |
$19M - $20.1M
|
2.69M
$434M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 7.15% |
$907K - $961K
|
77K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.9K- 77.33% |
$4.39M - $4.65M
|
7.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.2K+ 34.11% |
$212K - $225K
|
4.73K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.04K- 8.65% |
$713K - $756K
|
42.7K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.1K+ 4.76% |
$3.9M - $4.14M
|
487K
$78.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-19.1K- 24.3% |
$3.38M - $3.58M
|
59.6K
$9.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-211- 7.18% |
$37.2K - $39.4K
|
2.73K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.05K+ 6.1% |
$185K - $196K
|
18.2K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
926+ 3.0% |
$163K - $173K
|
31.8K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
21New |
$3.7K - $3.93K
|
21
$3.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
800+ 18.0% |
$141K - $150K
|
5.25K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-90- 3.18% |
$15.9K - $16.8K
|
2.74K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.37K- 58.78% |
$1.3M - $1.38M
|
5.17K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.02K+ 4.58% |
$886K - $938K
|
115K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.66K+ 3.02% |
$293K - $310K
|
56.6K
$9.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 0.91% |
$2.47K - $2.62K
|
1.55K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30KNew |
$5.29M - $5.6M
|
30K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
610+ 38.24% |
$108K - $114K
|
2.21K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.99K+ 7.06% |
$703K - $745K
|
60.4K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.68K- 1.96% |
$473K - $501K
|
134K
$21.7M
|