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 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45K+ 8.97% |
$432K - $458K
|
29.8K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
198+ 12.21% |
$34.9K - $37K
|
1.82K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
41+ 4.7% |
$7.23K - $7.66K
|
913
$166K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 3.26% |
$8.2M - $8.69M
|
1.47M
$267M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.37% |
$14.1K - $15K
|
5.91K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 62.38% |
$11.1K - $11.8K
|
38
$6.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.46KNew |
$1.67M - $1.77M
|
9.46K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-141- 10.96% |
$24.9K - $26.4K
|
1.15K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
2.98KNew |
$525K - $556K
|
2.98K
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.87K+ 16.31% |
$330K - $350K
|
13.4K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.71K- 3.62% |
$301K - $319K
|
45.5K
$8.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 1.52% |
$27.5K - $29.2K
|
10.4K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.16K- 7.46% |
$205K - $217K
|
14.4K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
101+ 5.82% |
$17.8K - $18.9K
|
1.84K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.7K+ 4.49% |
$2.23M - $2.37M
|
295K
$53.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
634+ 30.73% |
$112K - $119K
|
2.7K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.32K- 28.1% |
$762K - $807K
|
11.1K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
23.2KNew |
$4.1M - $4.34M
|
23.2K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
397+ 28.96% |
$70K - $74.2K
|
1.77K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
25+ 1.63% |
$4.41K - $4.67K
|
1.56K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.7K+ 6.03% |
$653K - $692K
|
65.1K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-18.4K- 18.22% |
$3.24M - $3.43M
|
82.5K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-335- 3.63% |
$59.1K - $62.6K
|
8.91K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.14K- 1.11% |
$378K - $400K
|
190K
$34.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-801- 1.66% |
$141K - $150K
|
47.5K
$8.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
350+ 0.63% |
$61.7K - $65.4K
|
55.5K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.02K+ 25.27% |
$357K - $378K
|
10K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
684+ 3.12% |
$121K - $128K
|
22.6K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
32.5K+ 8.18% |
$5.74M - $6.08M
|
430K
$78.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
360+ 10.74% |
$63.5K - $67.3K
|
3.71K
$674K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
239+ 0.96% |
$42.2K - $44.7K
|
25K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-14- 0.88% |
$2.47K - $2.62K
|
1.58K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-44- 0.7% |
$7.76K - $8.22K
|
6.25K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-2- 0.01% |
$353 - $374
|
13.8K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.06K- 6.1% |
$539K - $571K
|
47K
$8.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
772+ 5.92% |
$136K - $144K
|
13.8K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.87KNew |
$330K - $350K
|
1.87K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
326+ 6.55% |
$57.5K - $60.9K
|
5.3K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
295+ 22.85% |
$52K - $55.1K
|
1.59K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 6.8% |
$368K - $390K
|
32.8K
$5.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.05K+ 3.89% |
$714K - $757K
|
108K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.56K+ 1.34% |
$452K - $479K
|
193K
$35.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 7.94% |
$8.82K - $9.35K
|
680
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
694+ 53.38% |
$122K - $130K
|
1.99K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 1.25% |
$4.23K - $4.49K
|
1.94K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-781- 6.45% |
$138K - $146K
|
11.3K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-436- 0.94% |
$76.9K - $81.5K
|
46K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.89% |
$15.2K - $16.1K
|
9.72K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-478- 23.49% |
$84.3K - $89.3K
|
1.56K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 10.21% |
$2.04M - $2.17M
|
125K
$22.7M
|