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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.56K- 43.52% |
$416K - $458K
|
3.32K
$603K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 1.91% |
$4.55K - $5.02K
|
1.49K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-480- 16.71% |
$78.1K - $86.1K
|
2.39K
$434K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38New |
$6.18K - $6.81K
|
38
$6.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$24.4K - $26.9K
|
150
$27.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-610- 0.74% |
$99.2K - $109K
|
81.7K
$14.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-174- 2.91% |
$28.3K - $31.2K
|
5.81K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
161+ 13.16% |
$26.2K - $28.9K
|
1.38K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
80+ 0.94% |
$13K - $14.3K
|
8.55K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
89New |
$14.5K - $16K
|
89
$16.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.89KNew |
$307K - $338K
|
1.89K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36New |
$5.86K - $6.45K
|
36
$6.54K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1- -0.0% |
$163 - $179
|
33.1K
$6.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$24.4K - $26.9K
|
150
$27.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
157+ 7.03% |
$25.5K - $28.2K
|
2.39K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.46K- 55.25% |
$238K - $262K
|
1.19K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-13- 0.6% |
$2.11K - $2.33K
|
2.16K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-111- 8.87% |
$18.1K - $19.9K
|
1.14K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-49- 3.53% |
$7.97K - $8.79K
|
1.34K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.86KNew |
$1.44M - $1.59M
|
8.86K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.22K- 15.21% |
$361K - $398K
|
12.4K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
746New |
$121K - $134K
|
746
$135K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-57- 4.68% |
$9.27K - $10.2K
|
1.16K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
27New |
$4.39K - $4.84K
|
27
$4.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.3KNew |
$212K - $233K
|
1.3K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-411- 15.07% |
$66.8K - $73.7K
|
2.32K
$421K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-176- 11.98% |
$28.6K - $31.6K
|
1.29K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.63K+ 2.88% |
$752K - $829K
|
166K
$30.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8+ 0.27% |
$1.3K - $1.43K
|
2.93K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
708+ 202.87% |
$115K - $127K
|
1.06K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 1.53% |
$2.34M - $2.58M
|
954K
$173M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-245- 12.13% |
$39.8K - $43.9K
|
1.77K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 4.09% |
$5.78M - $6.37M
|
905K
$164M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.63K - $1.79K
|
10
$1.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
390+ 20.91% |
$63.4K - $69.9K
|
2.26K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-27- 2.16% |
$4.39K - $4.84K
|
1.23K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 0.4% |
$4.07K - $4.48K
|
6.28K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.06KNew |
$497K - $548K
|
3.06K
$555K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-198- 3.3% |
$32.2K - $35.5K
|
5.8K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.07K- 1.02% |
$174K - $192K
|
104K
$18.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11New |
$1.79K - $1.97K
|
11
$2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
41+ 18.3% |
$6.67K - $7.35K
|
265
$48.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
517New |
$84.1K - $92.7K
|
517
$93.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.6K- 19.19% |
$1.07M - $1.18M
|
27.8K
$5.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.07K- 43.92% |
$174K - $192K
|
1.37K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.5K- 10.34% |
$244K - $269K
|
13K
$2.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
148+ 28.3% |
$24.1K - $26.5K
|
671
$122K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-434- 16.73% |
$70.6K - $77.8K
|
2.16K
$392K
|