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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 0.54% |
$3K - $3.18K
|
3.19K
$579K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 2.24% |
$1.32M - $1.39M
|
340K
$61.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 4.05% |
$2.82K - $2.99K
|
379
$68.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$188K - $199K
|
38.2K
$6.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.13% |
$353 - $374
|
1.53K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-553- 3.32% |
$97.6K - $103K
|
16.1K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 5.39% |
$194K - $206K
|
21.5K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-291- 3.86% |
$51.3K - $54.4K
|
7.25K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.29K- 22.45% |
$757K - $802K
|
14.8K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
880+ 2.97% |
$155K - $164K
|
30.5K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
219+ 1.0% |
$38.6K - $40.9K
|
22.2K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-59- 3.66% |
$10.4K - $11K
|
1.55K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
138+ 114.05% |
$24.3K - $25.8K
|
259
$47K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133New |
$23.5K - $24.9K
|
133
$24.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.56K- 1.64% |
$451K - $478K
|
153K
$27.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 6.96% |
$219K - $233K
|
19.1K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.36KNew |
$239K - $254K
|
1.36K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.58K+ 28.68% |
$279K - $296K
|
7.09K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
991+ 10.54% |
$175K - $185K
|
10.4K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12+ 0.78% |
$2.12K - $2.24K
|
1.54K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.5K- 22.31% |
$442K - $468K
|
8.72K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.06KNew |
$363K - $385K
|
2.06K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.7K+ 27.46% |
$2.06M - $2.18M
|
54.2K
$9.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$882 - $935
|
24.5K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-283- 2.49% |
$49.9K - $52.9K
|
11.1K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-172- 0.49% |
$30.3K - $32.1K
|
34.7K
$6.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
8.61KNew |
$1.52M - $1.61M
|
8.61K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-143- 1.4% |
$25.2K - $26.7K
|
10.1K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.95K+ 2.18% |
$343K - $364K
|
91.3K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4+ 0.25% |
$706 - $748
|
1.58K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4.34K- 9.42% |
$766K - $812K
|
41.8K
$7.58M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.08% |
$176 - $187
|
1.24K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.93K+ 3.82% |
$516K - $547K
|
79.6K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.58K- 5.19% |
$456K - $483K
|
47.2K
$8.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
116K+ 13.8% |
$20.5M - $21.7M
|
958K
$174M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
487+ 9.01% |
$85.9K - $91K
|
5.89K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.12K+ 1.51% |
$727K - $770K
|
277K
$50.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
164+ 10.72% |
$28.9K - $30.7K
|
1.69K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
113+ 3.69% |
$19.9K - $21.1K
|
3.18K
$577K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.89K+ 22.83% |
$510K - $541K
|
15.6K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.64KNew |
$994K - $1.05M
|
5.64K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26- 2.01% |
$4.59K - $4.86K
|
1.27K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-210- 37.57% |
$37K - $39.3K
|
349
$63.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
204+ 8.87% |
$36K - $38.1K
|
2.51K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-226- 0.63% |
$39.9K - $42.2K
|
35.8K
$6.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$176 - $187
|
5.39K
$978K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.79K- 9.31% |
$315K - $334K
|
17.4K
$3.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.36K+ 23.37% |
$768K - $814K
|
23K
$4.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.24K+ 41.54% |
$219K - $232K
|
4.23K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
273+ 6.47% |
$48.2K - $51K
|
4.49K
$815K
|