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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-638- 14.94% |
$113K - $119K
|
3.63K
$660K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.19K- 1.13% |
$386K - $409K
|
192K
$34.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
222+ 10.35% |
$39.2K - $41.5K
|
2.37K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
292+ 1.95% |
$51.5K - $54.6K
|
15.3K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-443- 0.95% |
$78.2K - $82.8K
|
46.3K
$8.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-108- 3.76% |
$19.1K - $20.2K
|
2.77K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.55K- 4.91% |
$449K - $476K
|
49.3K
$8.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
188+ 11.14% |
$33.2K - $35.1K
|
1.88K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.33K+ 21.61% |
$411K - $435K
|
13.1K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
25+ 0.94% |
$4.41K - $4.67K
|
2.7K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28New |
$4.94K - $5.23K
|
28
$5.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13+ 1.0% |
$2.29K - $2.43K
|
1.31K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.98K+ 3.06% |
$349K - $370K
|
66.6K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-837- 39.54% |
$148K - $156K
|
1.28K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
703+ 7.63% |
$124K - $131K
|
9.91K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.71K+ 1.53% |
$655K - $694K
|
246K
$44.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261+ 1.8% |
$46K - $48.8K
|
14.7K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.71KNew |
$1.18M - $1.25M
|
6.71K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-116- 0.66% |
$20.5K - $21.7K
|
17.5K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.96K- 10.41% |
$346K - $366K
|
16.9K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
36New |
$6.35K - $6.73K
|
36
$6.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 18.18% |
$2.12K - $2.24K
|
78
$14.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
16.2K+ 3104.6% |
$2.86M - $3.03M
|
16.7K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-365- 10.45% |
$64.4K - $68.2K
|
3.13K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.16K- 1.51% |
$381K - $403K
|
141K
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
104+ 0.26% |
$18.3K - $19.4K
|
39.7K
$7.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.41K+ 9.97% |
$249K - $264K
|
15.6K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
858New |
$151K - $160K
|
858
$156K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.56% |
$1.94K - $2.06K
|
1.97K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 0.63% |
$203K - $215K
|
185K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.07K+ 5.07% |
$188K - $199K
|
22.1K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.88K+ 2.34% |
$331K - $350K
|
82.1K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-71- 4.66% |
$12.5K - $13.3K
|
1.45K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-213- 0.24% |
$37.6K - $39.8K
|
90.4K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150- 9.04% |
$26.5K - $28K
|
1.51K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-521- 1.15% |
$91.9K - $97.4K
|
44.6K
$8.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.21K+ 4.2% |
$213K - $226K
|
30K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.3K+ 3.06% |
$3.23M - $3.42M
|
618K
$112M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-311- 24.0% |
$54.9K - $58.1K
|
985
$179K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
52.2K+ 230.22% |
$9.21M - $9.75M
|
74.8K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.05K+ 8.16% |
$362K - $383K
|
27.2K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
186+ 1.88% |
$32.8K - $34.8K
|
10.1K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.54KNew |
$272K - $288K
|
1.54K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
270New |
$47.6K - $50.5K
|
270
$49K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 2.58% |
$590K - $625K
|
133K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$25.2K - $26.7K
|
143
$26K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-16.1K- 62.4% |
$2.84M - $3.01M
|
9.7K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
9.38KNew |
$1.65M - $1.75M
|
9.38K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.43K+ 47.4% |
$428K - $453K
|
7.54K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
139+ 5.73% |
$24.5K - $26K
|
2.56K
$466K
|