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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.1K+ 472.47% |
$8.3M - $8.8M
|
57K
$9.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.64KNew |
$818K - $867K
|
4.64K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
382+ 0.63% |
$67.4K - $71.4K
|
60.7K
$9.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.31KNew |
$407K - $431K
|
2.31K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-124K- 70.01% |
$21.8M - $23.1M
|
53K
$8.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-517- 7.84% |
$91.2K - $96.6K
|
6.08K
$982K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.71KNew |
$477K - $506K
|
2.71K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.92K- 17.84% |
$1.22M - $1.29M
|
31.8K
$5.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
412+ 3.78% |
$72.7K - $77K
|
11.3K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
298K+ 132.3% |
$52.6M - $55.8M
|
524K
$84.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 6.92% |
$279K - $296K
|
21.3K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-353- 6.51% |
$62.3K - $66K
|
5.07K
$818K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
121K+ 5426.6% |
$21.3M - $22.5M
|
123K
$19.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
186+ 1.2% |
$32.8K - $34.8K
|
15.7K
$2.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.5K- 2.58% |
$971K - $1.03M
|
208K
$33.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7.92K- 30.98% |
$1.4M - $1.48M
|
17.6K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.35K- 56.69% |
$943K - $999K
|
4.08K
$659K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
280+ 1.47% |
$49.4K - $52.3K
|
19.4K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.96% |
$2.08M - $2.2M
|
386K
$62.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31+ 1.62% |
$5.47K - $5.79K
|
1.95K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.08K- 4.37% |
$897K - $950K
|
111K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.74K+ 3.19% |
$308K - $326K
|
56.5K
$9.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.74K+ 0.58% |
$308K - $326K
|
301K
$48.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
244+ 3.05% |
$43K - $45.6K
|
8.25K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 2.09% |
$7.06K - $7.48K
|
1.95K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.18K- 61.7% |
$560K - $594K
|
1.97K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-24- 0.09% |
$4.23K - $4.49K
|
26.4K
$4.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.05K+ 1166.72% |
$1.24M - $1.32M
|
7.65K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-122- 5.67% |
$21.5K - $22.8K
|
2.03K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.26K- 8.17% |
$222K - $235K
|
14.2K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.16K+ 6.56% |
$734K - $778K
|
67.6K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
38+ 1.59% |
$6.7K - $7.1K
|
2.43K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
40New |
$7.06K - $7.48K
|
40
$6.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
577+ 10.91% |
$102K - $108K
|
5.87K
$947K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.1K+ 51.95% |
$11M - $11.6M
|
182K
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.9K- 1.45% |
$335K - $355K
|
129K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
177+ 13.8% |
$31.2K - $33.1K
|
1.46K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.29K+ 4.22% |
$580K - $615K
|
81.2K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.4K+ 4.76% |
$247K - $261K
|
30.7K
$4.96M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.37K+ 62.92% |
$417K - $442K
|
6.12K
$989K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
203+ 5.71% |
$35.8K - $37.9K
|
3.76K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
84.9KNew |
$15M - $15.9M
|
84.9K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.02K+ 4.23% |
$357K - $378K
|
49.8K
$8.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.02K+ 4.47% |
$532K - $564K
|
70.6K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-750- 1.3% |
$132K - $140K
|
57.1K
$9.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14.4K+ 48.5% |
$2.55M - $2.7M
|
44.2K
$7.14M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-26- 0.77% |
$4.59K - $4.86K
|
3.35K
$541K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-193K- 4.88% |
$34M - $36M
|
3.76M
$607M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.69K- 8.47% |
$651K - $690K
|
39.9K
$6.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13K- 1.02% |
$2.29M - $2.42M
|
1.25M
$203M
|