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 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 8.01% |
$233K - $247K
|
15.2K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.03K+ 2.87% |
$182K - $193K
|
36.9K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
622+ 1.73% |
$110K - $116K
|
36.5K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.4KNew |
$1.31M - $1.38M
|
7.4K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
981New |
$173K - $183K
|
981
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.97KNew |
$347K - $368K
|
1.97K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
34.9KNew |
$6.16M - $6.52M
|
34.9K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
24.7K+ 60.39% |
$4.36M - $4.62M
|
65.6K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.27K+ 4.45% |
$754K - $799K
|
100K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-340- 43.42% |
$60K - $63.5K
|
443
$71.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.6K+ 79.08% |
$2.05M - $2.17M
|
26.3K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27- 0.43% |
$4.76K - $5.05K
|
6.25K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.5K+ 2.05% |
$7.15M - $7.57M
|
2.01M
$325M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.16K+ 2.52% |
$205K - $217K
|
47.1K
$7.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
74.3K+ 8823.04% |
$13.1M - $13.9M
|
75.1K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-44.7K- 7.8% |
$7.88M - $8.35M
|
527K
$85.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
64.4K+ 5508.12% |
$11.4M - $12M
|
65.6K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-277- 9.34% |
$48.9K - $51.8K
|
2.69K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4.28K- 94.04% |
$755K - $800K
|
271
$43.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$17.6K - $18.7K
|
100
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.59K+ 11.12% |
$281K - $297K
|
15.9K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.04K+ 21.12% |
$1.24M - $1.32M
|
40.4K
$6.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-708- 3.32% |
$125K - $132K
|
20.6K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
462+ 10.08% |
$81.5K - $86.4K
|
5.05K
$815K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
838K+ 14.59% |
$148M - $157M
|
6.58M
$1.06B
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
76.2KNew |
$13.4M - $14.2M
|
76.2K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.31K+ 17.83% |
$583K - $618K
|
21.8K
$3.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55+ 7.63% |
$9.7K - $10.3K
|
776
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.15KNew |
$1.26M - $1.34M
|
7.15K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-58.9K- 31.13% |
$10.4M - $11M
|
130K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
223+ 13.16% |
$39.3K - $41.7K
|
1.92K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-39- 0.18% |
$6.88K - $7.29K
|
21.5K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
151+ 51.36% |
$26.6K - $28.2K
|
445
$71.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-594- 0.74% |
$105K - $111K
|
80.2K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-29.8K- 64.31% |
$5.26M - $5.57M
|
16.5K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7.62KNew |
$1.34M - $1.42M
|
7.62K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.54KNew |
$271K - $287K
|
1.54K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 2.19% |
$1.88M - $1.99M
|
476K
$76.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-29.3K- 11.05% |
$5.17M - $5.48M
|
236K
$38.1M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
2.57K+ 16.52% |
$453K - $480K
|
18.1K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31+ 0.52% |
$5.47K - $5.79K
|
5.94K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-28- 1.72% |
$4.94K - $5.23K
|
1.6K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.01K+ 14.5% |
$1.24M - $1.31M
|
55.4K
$8.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.13K+ 2.03% |
$1.61M - $1.71M
|
458K
$73.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65+ 11.52% |
$11.5K - $12.1K
|
629
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.44K+ 2.06% |
$430K - $455K
|
121K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-156K- 29.83% |
$27.5M - $29.1M
|
366K
$59.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-273- 1.55% |
$48.2K - $51K
|
17.3K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-175- 4.41% |
$30.9K - $32.7K
|
3.8K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 1.94% |
$3.18K - $3.36K
|
947
$153K
|