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 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-245K- 6.04% |
$43.2M - $45.8M
|
3.81M
$614M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
184+ 3.9% |
$32.5K - $34.4K
|
4.9K
$791K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.05K- 2.87% |
$361K - $382K
|
69.2K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.61K- 10.68% |
$460K - $487K
|
21.8K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
763+ 2.0% |
$135K - $143K
|
38.9K
$6.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.75K- 9.33% |
$662K - $702K
|
36.5K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-322- 0.28% |
$56.8K - $60.2K
|
114K
$18.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.46K+ 23.22% |
$435K - $460K
|
13.1K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$353 - $374
|
6.29K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
178+ 0.5% |
$31.4K - $33.3K
|
35.8K
$5.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
350+ 1.82% |
$61.7K - $65.4K
|
19.5K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.62K+ 2.52% |
$1.34M - $1.42M
|
310K
$50M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.26K- 11.33% |
$576K - $610K
|
25.5K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
33.2K+ 26.63% |
$5.86M - $6.21M
|
158K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
453+ 0.55% |
$79.9K - $84.7K
|
82.7K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
1.68K+ 7.59% |
$297K - $315K
|
23.9K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.42% |
$30.3K - $32.1K
|
11.9K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.02KNew |
$533K - $565K
|
3.02K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31.3K+ 114.68% |
$5.52M - $5.85M
|
58.6K
$9.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
64.8K+ 1.66% |
$11.4M - $12.1M
|
3.96M
$640M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
215+ 2.66% |
$37.9K - $40.2K
|
8.29K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20.5K+ 45.79% |
$3.61M - $3.83M
|
65.2K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.31K+ 1.25% |
$408K - $432K
|
187K
$30.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15K- 5.63% |
$2.64M - $2.8M
|
251K
$40.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
737+ 82.53% |
$130K - $138K
|
1.63K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
4.09K+ 3.22% |
$722K - $765K
|
131K
$21.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-46- 3.15% |
$8.12K - $8.6K
|
1.42K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-864- 7.47% |
$152K - $161K
|
10.7K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.24K- 27.4% |
$219K - $232K
|
3.28K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.72K+ 15.79% |
$303K - $321K
|
12.6K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.6K- 44.65% |
$459K - $486K
|
3.22K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.5K- 92.29% |
$4.14M - $4.39M
|
1.96K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
286New |
$50.5K - $53.5K
|
286
$46.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
95New |
$16.8K - $17.8K
|
95
$15.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
856+ 14.52% |
$151K - $160K
|
6.75K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.86MNew |
$328M - $348M
|
1.86M
$300M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
46+ 0.16% |
$8.12K - $8.6K
|
28.5K
$4.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165+ 120.44% |
$29.1K - $30.8K
|
302
$48.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-217- 31.73% |
$38.3K - $40.6K
|
467
$75.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.08KNew |
$544K - $576K
|
3.08K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-606- 4.05% |
$107K - $113K
|
14.4K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.31K- 15.26% |
$936K - $992K
|
29.5K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.68KNew |
$1.18M - $1.25M
|
6.68K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-23- 1.05% |
$4.06K - $4.3K
|
2.17K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.18K- 31.68% |
$562K - $595K
|
6.86K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11+ 2.13% |
$1.94K - $2.06K
|
528
$85.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.7K+ 3.87% |
$300K - $318K
|
45.6K
$7.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
331+ 3.3% |
$58.4K - $61.9K
|
10.4K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.17K- 48.34% |
$384K - $406K
|
2.32K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
239+ 0.64% |
$42.2K - $44.7K
|
37.7K
$6.09M
|