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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
481+ 13.14% |
$78.2K - $86.2K
|
4.14K
$754K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.64K- 7.26% |
$429K - $473K
|
33.7K
$6.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-171- 0.68% |
$27.8K - $30.7K
|
25.1K
$4.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
101K+ 3.25% |
$16.4M - $18.1M
|
3.21M
$584M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
674+ 7.35% |
$110K - $121K
|
9.85K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25.2K+ 7.79% |
$4.1M - $4.52M
|
349K
$63.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5.37K- 49.4% |
$873K - $962K
|
5.5K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-342- 1.38% |
$55.6K - $61.3K
|
24.4K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.52K+ 8.36% |
$572K - $631K
|
45.6K
$8.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
20+ 1.12% |
$3.25K - $3.59K
|
1.8K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
25K+ 4.36% |
$4.07M - $4.49M
|
599K
$109M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-262- 3.56% |
$42.6K - $47K
|
7.1K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.61K+ 30.22% |
$588K - $648K
|
15.6K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
8.08KNew |
$1.31M - $1.45M
|
8.08K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.18K+ 10.29% |
$680K - $750K
|
44.8K
$8.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.01K+ 0.78% |
$164K - $181K
|
131K
$23.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.56K+ 2.92% |
$254K - $280K
|
55.1K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-817- 3.67% |
$133K - $146K
|
21.4K
$3.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.68K+ 37.2% |
$436K - $481K
|
9.89K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.57% |
$1.14K - $1.26K
|
1.24K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.2K- 10.49% |
$357K - $394K
|
18.7K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
125+ 2.9% |
$20.3K - $22.4K
|
4.43K
$807K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9.64K+ 1.36% |
$1.57M - $1.73M
|
716K
$130M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$166K - $183K
|
71.2K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-55- 1.31% |
$8.95K - $9.86K
|
4.15K
$756K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40.6K+ 5.06% |
$6.6M - $7.28M
|
842K
$153M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.8K- 4.83% |
$1.11M - $1.22M
|
134K
$24.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
173+ 2.25% |
$28.1K - $31K
|
7.85K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-11.3K- 5.15% |
$1.85M - $2.03M
|
209K
$38.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
72+ 0.34% |
$11.7K - $12.9K
|
21K
$3.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 8.91% |
$12.4K - $13.6K
|
929
$169K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 90.91% |
$1.63K - $1.79K
|
21
$3.82K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.1K+ 40.07% |
$2.62M - $2.89M
|
56.3K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.65K- 7.47% |
$593K - $654K
|
45.1K
$8.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.57K- 10.41% |
$1.39M - $1.54M
|
73.7K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
435+ 1.15% |
$70.7K - $78K
|
38.2K
$6.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
446+ 16.64% |
$72.5K - $80K
|
3.13K
$570K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
252+ 2.22% |
$41K - $45.2K
|
11.6K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127- 0.05% |
$20.7K - $22.8K
|
246K
$44.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.45K+ 3.09% |
$236K - $261K
|
48.5K
$8.83M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.43K- 68.76% |
$557K - $614K
|
1.56K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.58K+ 50.54% |
$257K - $283K
|
4.71K
$857K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.85K+ 5.22% |
$464K - $512K
|
57.5K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 7.52% |
$237K - $262K
|
17.9K
$3.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
910+ 1.68% |
$148K - $163K
|
55.2K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
15+ 0.45% |
$2.44K - $2.69K
|
3.38K
$615K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
219+ 12.94% |
$35.6K - $39.3K
|
1.91K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.31K+ 9.13% |
$864K - $953K
|
63.5K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
14.5K+ 51.53% |
$2.35M - $2.59M
|
42.6K
$7.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-679- 3.41% |
$110K - $122K
|
19.2K
$3.5M
|