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 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.16K+ 17.99% |
$205K - $218K
|
7.63K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-96- 0.07% |
$16.9K - $17.9K
|
134K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
383New |
$67.6K - $71.6K
|
383
$69.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
185+ 0.96% |
$32.6K - $34.6K
|
19.5K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.5K+ 12.16% |
$618K - $655K
|
32.3K
$5.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 1.14% |
$393K - $416K
|
198K
$35.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.84KNew |
$1.03M - $1.09M
|
5.84K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
111+ 5.06% |
$19.6K - $20.7K
|
2.31K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
74+ 0.86% |
$13.1K - $13.8K
|
8.72K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 7.68% |
$1.9M - $2.01M
|
130K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-439- 0.14% |
$77.4K - $82.1K
|
304K
$55.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-633- 15.02% |
$112K - $118K
|
3.58K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
112New |
$19.8K - $20.9K
|
112
$20.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-873- 1.18% |
$154K - $163K
|
72.8K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.43K- 10.56% |
$606K - $642K
|
29.1K
$5.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.66K- 4.23% |
$998K - $1.06M
|
128K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.94K+ 15.96% |
$1.4M - $1.48M
|
57.7K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.5K- 28.58% |
$971K - $1.03M
|
13.7K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.03K- 0.99% |
$182K - $193K
|
103K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-104- 0.81% |
$18.3K - $19.4K
|
12.8K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
599+ 20.18% |
$106K - $112K
|
3.57K
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
112+ 2.38% |
$19.8K - $20.9K
|
4.82K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.97KNew |
$348K - $368K
|
1.97K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-134- 6.6% |
$23.6K - $25K
|
1.9K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$176 - $187
|
3.06K
$556K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-127- 9.75% |
$22.4K - $23.7K
|
1.18K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.69K- 7.84% |
$298K - $316K
|
19.9K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
847+ 8.94% |
$149K - $158K
|
10.3K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
225+ 2.59% |
$39.7K - $42.1K
|
8.92K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-533- 2.21% |
$94K - $99.6K
|
23.6K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.7K- 6.32% |
$653K - $692K
|
54.8K
$9.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.12K+ 2.2% |
$1.61M - $1.7M
|
424K
$77M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.02K+ 9.19% |
$886K - $939K
|
59.7K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
116+ 2.55% |
$20.5K - $21.7K
|
4.67K
$848K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
460KNew |
$81.2M - $86.1M
|
460K
$83.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.02K+ 1.07% |
$180K - $190K
|
96K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
257+ 5.67% |
$45.3K - $48K
|
4.79K
$869K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-852- 4.55% |
$150K - $159K
|
17.9K
$3.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.02K+ 8.42% |
$179K - $190K
|
13.1K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 10.44% |
$258K - $273K
|
15.5K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-244- 5.88% |
$43K - $45.6K
|
3.91K
$710K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-386- 2.92% |
$68.1K - $72.1K
|
12.8K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
208+ 1.28% |
$36.7K - $38.9K
|
16.5K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-48- 2.64% |
$8.47K - $8.97K
|
1.77K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 5.64% |
$218K - $231K
|
23.2K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
185+ 0.13% |
$32.6K - $34.6K
|
145K
$26.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
587+ 6.12% |
$104K - $110K
|
10.2K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
258+ 4.36% |
$45.5K - $48.2K
|
6.18K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.62K+ 4.57% |
$1.7M - $1.8M
|
220K
$40M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.13KNew |
$1.61M - $1.71M
|
9.13K
$1.66M
|