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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-413- 21.74% |
$63.8K - $71.5K
|
1.49K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
633New |
$97.8K - $110K
|
633
$123K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
418New |
$64.6K - $72.4K
|
418
$81.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
6.14KNew |
$949K - $1.06M
|
6.14K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
74New |
$11.4K - $12.8K
|
74
$14.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
43New |
$6.65K - $7.45K
|
43
$8.36K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
855+ 78.15% |
$132K - $148K
|
1.95K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.51KNew |
$234K - $262K
|
1.51K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 0.43% |
$1.55K - $1.73K
|
2.29K
$445K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
95.7KNew |
$14.8M - $16.6M
|
95.7K
$18.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2- 0.08% |
$309 - $346
|
2.64K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
54.9K+ 46.1% |
$8.49M - $9.51M
|
174K
$33.8M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-335- 69.07% |
$51.8K - $58K
|
150
$29.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
223New |
$34.5K - $38.6K
|
223
$43.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 8.16% |
$16.2K - $18.2K
|
1.18K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-12- 46.15% |
$1.85K - $2.08K
|
14
$2.72K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
6.23KNew |
$964K - $1.08M
|
6.23K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
18.2KNew |
$2.81M - $3.14M
|
18.2K
$3.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.18KNew |
$182K - $204K
|
1.18K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-72- 2.29% |
$11.1K - $12.5K
|
3.08K
$598K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-14.3K- 77.45% |
$2.21M - $2.48M
|
4.17K
$811K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
110New |
$17K - $19.1K
|
110
$21.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
380New |
$58.7K - $65.8K
|
380
$73.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
182+ 0.16% |
$28.1K - $31.5K
|
112K
$21.8M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-141- 55.29% |
$21.8K - $24.4K
|
114
$22.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50New |
$7.73K - $8.66K
|
50
$9.72K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-688- 92.72% |
$106K - $119K
|
54
$10.5K
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-1.34K- 12.14% |
$193K - $221K
|
9.66K
$1.88M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.24KNew |
$179K - $205K
|
1.24K
$240K
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
56New |
$8.1K - $9.26K
|
56
$10.9K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$2.26M - $2.59M
|
15.7K
$3.04M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$4.34K - $4.96K
|
30
$5.83K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.95KNew |
$282K - $322K
|
1.95K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.53KNew |
$510K - $583K
|
3.53K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
47New |
$6.8K - $7.78K
|
47
$9.14K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45+ 60.0% |
$6.51K - $7.44K
|
120
$23.3K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$283K - $324K
|
1.96K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.53KNew |
$222K - $254K
|
1.53K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.63KNew |
$235K - $269K
|
1.63K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.71% |
$6.22K - $7.11K
|
6.11K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$723 - $827
|
5
$972
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
258+ 21.43% |
$37.3K - $42.7K
|
1.46K
$284K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-65K- 79.1% |
$9.4M - $10.8M
|
17.2K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
142New |
$20.5K - $23.5K
|
142
$27.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
114K+ 24.0% |
$16.6M - $18.9M
|
591K
$115M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
168K+ 53.57% |
$24.3M - $27.8M
|
482K
$93.8M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.69KNew |
$967K - $1.11M
|
6.69K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-14.8K- 64.5% |
$2.14M - $2.45M
|
8.16K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.33KNew |
$337K - $385K
|
2.33K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-25.6K- 48.56% |
$3.71M - $4.24M
|
27.2K
$5.28M
|
|