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 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28+ 1.16% |
$4.94K - $5.23K
|
2.45K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 13.64% |
$194K - $205K
|
9.14K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$529 - $561
|
1.21K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2K+ 31.48% |
$353K - $374K
|
8.35K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
502+ 1.8% |
$88.6K - $93.8K
|
28.4K
$5.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.75K- 99.93% |
$485K - $514K
|
2
$363
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
160+ 0.55% |
$28.2K - $29.9K
|
29.2K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.92K- 13.15% |
$867K - $919K
|
32.5K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
96+ 246.15% |
$16.9K - $17.9K
|
135
$24.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.6K+ 4.93% |
$5.75M - $6.09M
|
693K
$126M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-35- 0.78% |
$6.17K - $6.54K
|
4.46K
$810K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
733New |
$129K - $137K
|
733
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
66+ 0.58% |
$11.6K - $12.3K
|
11.5K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-248- 2.71% |
$43.8K - $46.4K
|
8.91K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.65KNew |
$290K - $307K
|
1.65K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-76- 4.79% |
$13.4K - $14.2K
|
1.51K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-170- 1.59% |
$30K - $31.8K
|
10.6K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.04K+ 16.96% |
$712K - $755K
|
27.8K
$5.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-601- 2.08% |
$106K - $112K
|
28.3K
$5.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.96K- 45.13% |
$698K - $739K
|
4.81K
$873K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.08K- 40.88% |
$191K - $202K
|
1.56K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.13K+ 9.42% |
$198K - $210K
|
13.1K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.62K+ 10.19% |
$1.35M - $1.43M
|
82.5K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.37K+ 3.4% |
$242K - $257K
|
41.8K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$353 - $374
|
7.53K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-148- 10.16% |
$26.1K - $27.7K
|
1.31K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-835- 1.49% |
$147K - $156K
|
55.1K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.32K+ 11.37% |
$586K - $621K
|
32.5K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.59KNew |
$634K - $671K
|
3.59K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.07KNew |
$1.42M - $1.51M
|
8.07K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
319+ 3.04% |
$56.3K - $59.6K
|
10.8K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.23K+ 3.5% |
$394K - $417K
|
66K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 12.11% |
$2.78M - $2.94M
|
146K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.18KNew |
$208K - $220K
|
1.18K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
785+ 25.77% |
$138K - $147K
|
3.83K
$696K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.95K- 10.66% |
$343K - $364K
|
16.3K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-24- 1.05% |
$4.23K - $4.49K
|
2.26K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
14.6K+ 2.27% |
$2.58M - $2.73M
|
657K
$119M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.89K+ 2.57% |
$687K - $728K
|
156K
$28.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.02K- 1.7% |
$356K - $377K
|
117K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.22K+ 19.13% |
$568K - $601K
|
20K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-42- 3.15% |
$7.41K - $7.85K
|
1.29K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
696+ 1.05% |
$123K - $130K
|
66.8K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.65KNew |
$820K - $869K
|
4.65K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-621- 0.72% |
$110K - $116K
|
86K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.23% |
$3.18K - $3.36K
|
8.01K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 3.4% |
$492K - $522K
|
79.2K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
319+ 5.81% |
$56.3K - $59.6K
|
5.81K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.3KNew |
$7.29M - $7.73M
|
41.3K
$7.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-501- 8.77% |
$88.4K - $93.6K
|
5.21K
$947K
|