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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 3.91% |
$10.1K - $10.7K
|
1.4K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.49K+ 180.94% |
$1.14M - $1.21M
|
10.1K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
204+ 12.41% |
$36K - $38.1K
|
1.85K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32- 2.08% |
$5.65K - $5.98K
|
1.51K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
2.89K+ 9.29% |
$509K - $540K
|
34K
$6.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.89K+ 117.37% |
$333K - $352K
|
3.49K
$634K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-160- 0.9% |
$28.2K - $29.9K
|
17.6K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
91+ 3.19% |
$16.1K - $17K
|
2.94K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 48.84% |
$1.77M - $1.87M
|
30.6K
$5.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
148+ 6.78% |
$26.1K - $27.7K
|
2.33K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
112+ 1120.0% |
$19.8K - $20.9K
|
122
$22.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
75+ 0.39% |
$13.2K - $14K
|
19.5K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11+ 0.24% |
$1.94K - $2.06K
|
4.64K
$843K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.61KNew |
$283K - $300K
|
1.61K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.57K+ 27.4% |
$453K - $480K
|
11.9K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
139+ 77.22% |
$24.5K - $26K
|
319
$57.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11+ 0.29% |
$1.94K - $2.06K
|
3.78K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.11K+ 155.98% |
$373K - $395K
|
3.47K
$629K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.95K- 3.26% |
$343K - $364K
|
57.8K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
483+ 7.79% |
$85.2K - $90.3K
|
6.68K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.02K- 99.7% |
$709K - $751K
|
12
$2.18K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
86.1K+ 78.41% |
$15.2M - $16.1M
|
196K
$35.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70.3K+ 17.78% |
$12.4M - $13.1M
|
465K
$84.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.67K+ 1.36% |
$472K - $500K
|
199K
$36.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.6KNew |
$283K - $300K
|
1.6K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75New |
$13.2K - $14K
|
75
$13.6K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
202+ 6.53% |
$35.6K - $37.8K
|
3.29K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13.3KNew |
$2.34M - $2.48M
|
13.3K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.55K+ 32.45% |
$273K - $289K
|
6.31K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14- 0.17% |
$2.47K - $2.62K
|
8.16K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.2K+ 3.93% |
$3.03M - $3.21M
|
455K
$82.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
806+ 0.75% |
$142K - $151K
|
109K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.31K+ 2.5% |
$231K - $244K
|
53.6K
$9.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
72+ 1.03% |
$12.7K - $13.5K
|
7.03K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-68- 2.79% |
$12K - $12.7K
|
2.37K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.8K+ 27.95% |
$12.1M - $12.9M
|
315K
$57.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.15KNew |
$203K - $215K
|
1.15K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.5% |
$181K - $192K
|
23.9K
$4.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46K+ 3.72% |
$8.12M - $8.6M
|
1.28M
$233M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.8K- 1.12% |
$671K - $711K
|
334K
$60.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
115+ 0.74% |
$20.3K - $21.5K
|
15.7K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-67- 1.78% |
$11.8K - $12.5K
|
3.69K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-47.2K- 59.67% |
$8.32M - $8.82M
|
31.9K
$5.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.14KNew |
$200K - $212K
|
1.14K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
111KNew |
$19.6M - $20.8M
|
111K
$20.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-757- 23.41% |
$134K - $141K
|
2.48K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
761+ 15.48% |
$134K - $142K
|
5.68K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-451- 3.73% |
$79.6K - $84.3K
|
11.6K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
689+ 13.81% |
$122K - $129K
|
5.68K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.51KNew |
$972K - $1.03M
|
5.51K
$1M
|