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 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.51K+ 1.87% |
$408K - $450K
|
137K
$24.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
14.2K+ 954.4% |
$2.31M - $2.54M
|
15.7K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
399+ 4.9% |
$64.9K - $71.5K
|
8.54K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
148+ 0.24% |
$24.1K - $26.5K
|
62.6K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.28K+ 110.7% |
$858K - $946K
|
10K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.81K+ 7.07% |
$1.11M - $1.22M
|
103K
$18.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-32K- 95.45% |
$5.21M - $5.74M
|
1.53K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
966+ 19.21% |
$157K - $173K
|
6K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
292+ 3.53% |
$47.5K - $52.4K
|
8.57K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.37KNew |
$549K - $605K
|
3.37K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-73.6K- 11.4% |
$12M - $13.2M
|
572K
$104M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150New |
$24.4K - $26.9K
|
150
$27.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-359- 36.34% |
$58.4K - $64.4K
|
629
$115K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-917- 23.4% |
$149K - $164K
|
3K
$547K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
62.3K+ 5.05% |
$10.1M - $11.2M
|
1.3M
$236M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.27% |
$163 - $179
|
367
$66.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16.7K- 12.66% |
$2.72M - $3M
|
115K
$21M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-93- 0.72% |
$15.1K - $16.7K
|
12.9K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.98K+ 21.3% |
$323K - $356K
|
11.3K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
73+ 0.3% |
$11.9K - $13.1K
|
24.4K
$4.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.28K+ 1.3% |
$859K - $947K
|
411K
$74.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
725+ 34.05% |
$118K - $130K
|
2.85K
$520K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.33K- 65.1% |
$1.19M - $1.31M
|
3.93K
$716K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.3K+ 95.64% |
$2.17M - $2.39M
|
27.3K
$4.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.35K+ 9.27% |
$1.03M - $1.14M
|
74.8K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.86% |
$3.74K - $4.12K
|
2.64K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.02K- 28.08% |
$978K - $1.08M
|
15.4K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.75KNew |
$284K - $313K
|
1.75K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.33K- 6.06% |
$1.52M - $1.67M
|
145K
$26.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-4.66K- 5.49% |
$757K - $835K
|
80.2K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.27K+ 1.35% |
$207K - $228K
|
95.8K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-551- 0.91% |
$89.6K - $98.8K
|
59.8K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-286- 8.38% |
$46.5K - $51.3K
|
3.13K
$570K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.62KNew |
$264K - $291K
|
1.62K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
6.3K+ 5.32% |
$1.02M - $1.13M
|
125K
$22.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
48New |
$7.81K - $8.61K
|
48
$8.74K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.08% |
$1.14K - $1.26K
|
8.71K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.69K+ 27.22% |
$275K - $303K
|
7.9K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-873- 0.18% |
$142K - $157K
|
491K
$89.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
173+ 692.0% |
$28.1K - $31K
|
198
$36.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-17.3K- 88.87% |
$2.82M - $3.11M
|
2.17K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-97- 4.3% |
$15.8K - $17.4K
|
2.16K
$393K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
69.1K+ 3.04% |
$11.2M - $12.4M
|
2.34M
$427M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.44K+ 2.55% |
$234K - $258K
|
57.9K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.32K+ 1.61% |
$1.19M - $1.31M
|
461K
$84M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-124- 0.32% |
$20.2K - $22.2K
|
38K
$6.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.05K+ 14.99% |
$822K - $906K
|
38.8K
$7.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
545+ 1.38% |
$88.6K - $97.7K
|
40K
$7.29M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 1.54% |
$79.9K - $88K
|
31.4K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-459- 1.57% |
$74.7K - $82.3K
|
28.8K
$5.25M
|