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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.93K+ 134.5% |
$279K - $319K
|
3.36K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36.3K+ 112.57% |
$5.26M - $6.01M
|
68.6K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-4.15K- 7.23% |
$600K - $687K
|
53.2K
$9.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 1.17% |
$1.45K - $1.65K
|
848
$154K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.63KNew |
$669K - $766K
|
4.63K
$840K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
16New |
$2.31K - $2.65K
|
16
$2.91K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 80.52% |
$165K - $189K
|
2.56K
$464K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
15+ 2.66% |
$2.17K - $2.48K
|
578
$105K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.27KNew |
$184K - $210K
|
1.27K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100New |
$14.5K - $16.5K
|
100
$18.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.43K- 2.54% |
$351K - $402K
|
93.1K
$16.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-53- 68.83% |
$7.66K - $8.77K
|
24
$4.36K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
187New |
$27K - $30.9K
|
187
$34K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-109- 6.02% |
$15.8K - $18K
|
1.7K
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-250- 6.51% |
$36.2K - $41.4K
|
3.59K
$652K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
2.1KNew |
$304K - $348K
|
2.1K
$382K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.3KNew |
$333K - $381K
|
2.3K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
27.8KNew |
$4.02M - $4.6M
|
27.8K
$5.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
202New |
$29.2K - $33.4K
|
202
$36.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
4.1K+ 4100.0% |
$593K - $678K
|
4.2K
$763K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$1.45K - $1.65K
|
10
$1.82K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$145 - $165
|
1
$182
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-346- 15.92% |
$50K - $57.2K
|
1.83K
$332K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.23KNew |
$178K - $203K
|
1.23K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-311- 7.29% |
$45K - $51.5K
|
3.96K
$718K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.21% |
$578 - $662
|
1.94K
$353K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-210- 3.48% |
$30.4K - $34.7K
|
5.83K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
84+ 0.4% |
$12.1K - $13.9K
|
21K
$3.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-347- 24.93% |
$50.2K - $57.4K
|
1.05K
$190K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
75.2KNew |
$10.9M - $12.4M
|
75.2K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-75- 3.51% |
$10.8K - $12.4K
|
2.06K
$374K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.64KNew |
$237K - $271K
|
1.64K
$298K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.8KNew |
$260K - $298K
|
1.8K
$327K
|
|
| Q4 2023 | |||||||
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-8- 0.26% |
$1.02K - $1.18K
|
3.05K
$554K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.66KNew |
$211K - $245K
|
1.66K
$300K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5- 0.07% |
$638 - $740
|
6.99K
$1.27M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-130- 14.07% |
$16.6K - $19.2K
|
794
$144K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
19New |
$2.43K - $2.81K
|
19
$3.45K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
66New |
$8.43K - $9.77K
|
66
$12K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-550- 22.76% |
$70.2K - $81.4K
|
1.87K
$339K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.23KNew |
$157K - $182K
|
1.23K
$223K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.98KNew |
$507K - $588K
|
3.98K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.72M - $2M
|
13.5K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-95- 14.29% |
$12.1K - $14.1K
|
570
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.71KNew |
$218K - $252K
|
1.71K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.48KNew |
$444K - $514K
|
3.48K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
221KNew |
$28.2M - $32.7M
|
221K
$40.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-138- 93.88% |
$17.6K - $20.4K
|
9
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
195New |
$24.9K - $28.9K
|
195
$35.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
18New |
$2.3K - $2.66K
|
18
$3.27K
|
|