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 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-36Closed |
$4.45K - $5.23K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-25Closed |
$3.09K - $3.63K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.23KClosed |
$647K - $760K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-2.67KClosed |
$330K - $388K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-93- 3.97% |
$11.5K - $13.5K
|
2.25K
$363K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3Closed |
$371 - $436
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-6.52KClosed |
$805K - $946K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-55.7KClosed |
$6.88M - $8.08M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-55.6KClosed |
$6.87M - $8.07M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-766- 96.84% |
$94.6K - $111K
|
25
$4.04K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.01KClosed |
$619K - $727K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
180+ 54.38% |
$22.2K - $26.1K
|
511
$82.5K
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.55KClosed |
$191K - $224K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-157- 5.8% |
$19.4K - $22.8K
|
2.55K
$412K
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.4KClosed |
$173K - $204K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
114+ 98.28% |
$14.1K - $16.5K
|
230
$37.1K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$129K - $152K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
147KNew |
$18.2M - $21.3M
|
147K
$23.7M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.65KClosed |
$327K - $384K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-10.4KClosed |
$1.28M - $1.51M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
8+ 0.25% |
$988 - $1.16K
|
3.16K
$509K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.4KClosed |
$173K - $203K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.9KClosed |
$235K - $276K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.41KClosed |
$174K - $205K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.46KClosed |
$181K - $212K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.33KClosed |
$288K - $338K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-72Closed |
$8.9K - $10.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-60.4KClosed |
$7.47M - $8.77M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.1KClosed |
$260K - $305K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
466New |
$57.6K - $67.6K
|
466
$75.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-13.1KClosed |
$1.62M - $1.9M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-87.8KClosed |
$10.8M - $12.7M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-14KClosed |
$1.73M - $2.03M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.68KClosed |
$208K - $244K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-4.01KClosed |
$496K - $582K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.44KClosed |
$178K - $209K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-524Closed |
$64.7K - $76.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-52Closed |
$6.42K - $7.55K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.75KClosed |
$216K - $254K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-21KClosed |
$2.59M - $3.05M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.64KClosed |
$1.07M - $1.25M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-60Closed |
$7.41K - $8.71K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2- 0.18% |
$247 - $290
|
1.14K
$184K
|
|
| Q4 2021 | |||||||
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
34.8KNew |
$4.55M - $5.09M
|
34.8K
$5.61M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11+ 0.26% |
$1.44K - $1.61K
|
4.24K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$131K - $146K
|
1K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-245- 6.75% |
$32.1K - $35.8K
|
3.38K
$546K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5New |
$654 - $732
|
5
$807
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-318- 61.39% |
$41.6K - $46.5K
|
200
$32.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
229+ 202.65% |
$30K - $33.5K
|
342
$55.2K
|
|