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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.72KNew |
$454K - $502K
|
3.72K
$676K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-424- 14.62% |
$51.7K - $57.2K
|
2.48K
$450K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
47.5KNew |
$5.79M - $6.4M
|
47.5K
$8.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
279+ 7.69% |
$34K - $37.6K
|
3.91K
$709K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
27+ 0.44% |
$3.29K - $3.64K
|
6.22K
$1.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79.6KNew |
$9.71M - $10.7M
|
79.6K
$14.4M
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.05K- 78.78% |
$685K - $764K
|
1.63K
$296K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.32KNew |
$262K - $292K
|
2.32K
$420K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8+ 800.0% |
$906 - $1.01K
|
9
$1.63K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-19- 55.88% |
$2.15K - $2.4K
|
15
$2.72K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
361KNew |
$40.8M - $45.5M
|
361K
$65.5M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 26.74% |
$159K - $177K
|
3.84K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
152New |
$17.2K - $19.2K
|
152
$27.6K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
13.2KNew |
$1.5M - $1.67M
|
13.2K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$113 - $126
|
1
$182
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-674- 17.89% |
$76.3K - $85.1K
|
3.09K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.08KNew |
$575K - $641K
|
5.08K
$922K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.05MNew |
$119M - $133M
|
1.05M
$191M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-61- 2.86% |
$6.91K - $7.7K
|
2.07K
$376K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17New |
$1.92K - $2.15K
|
17
$3.09K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.02KNew |
$115K - $128K
|
1.02K
$184K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.06K- 92.16% |
$233K - $260K
|
175
$31.8K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-199- 48.66% |
$22.5K - $25.1K
|
210
$38.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.66KNew |
$188K - $209K
|
1.66K
$301K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
88New |
$9.96K - $11.1K
|
88
$16K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.37K- 49.67% |
$382K - $425K
|
3.42K
$620K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-994- 0.79% |
$113K - $125K
|
124K
$22.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.03K- 53.57% |
$230K - $256K
|
1.76K
$320K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21.7K- 92.88% |
$2.46M - $2.74M
|
1.66K
$302K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
11New |
$1.25K - $1.39K
|
11
$2K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 86.07% |
$1.79M - $1.99M
|
2.56K
$464K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.42KNew |
$251K - $293K
|
2.42K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
233New |
$24.2K - $28.2K
|
233
$42.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-43- 7.4% |
$4.46K - $5.21K
|
538
$97.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.91% |
$208 - $242
|
221
$40.1K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
22.8KNew |
$2.37M - $2.77M
|
22.8K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
263New |
$27.3K - $31.9K
|
263
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
60New |
$6.23K - $7.27K
|
60
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-95.6K- 5.52% |
$9.93M - $11.6M
|
1.64M
$297M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$1.14K - $1.33K
|
11
$2K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.59M- 99.12% |
$373M - $436M
|
31.8K
$5.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
256New |
$26.6K - $31K
|
256
$46.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-46- 0.48% |
$4.78K - $5.58K
|
9.53K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
14.4KNew |
$1.49M - $1.74M
|
14.4K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 59.46% |
$1.23M - $1.44M
|
31.8K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.8KNew |
$187K - $219K
|
1.8K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$727 - $849
|
7
$1.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
168+ 13.41% |
$17.4K - $20.4K
|
1.42K
$258K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50+ 27.62% |
$5.19K - $6.06K
|
231
$41.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-24.5K- 75.02% |
$2.55M - $2.97M
|
8.16K
$1.48M
|
|