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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.27K- 71.41% |
$1.28M - $1.36M
|
2.91K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
413+ 0.75% |
$72.9K - $77.2K
|
55.2K
$8.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-450- 0.14% |
$79.4K - $84.1K
|
319K
$51.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
37.6K+ 10.03% |
$6.64M - $7.03M
|
413K
$66.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
311+ 2.07% |
$54.9K - $58.1K
|
15.3K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31.3K- 6.75% |
$5.52M - $5.85M
|
432K
$69.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-243- 10.54% |
$42.9K - $45.4K
|
2.06K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.52K+ 220.98% |
$1.15M - $1.22M
|
9.47K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
178New |
$31.4K - $33.3K
|
178
$28.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.38K- 24.13% |
$773K - $818K
|
13.8K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
252+ 16.07% |
$44.5K - $47.1K
|
1.82K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-210K- 15.44% |
$37M - $39.2M
|
1.15M
$185M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-212- 2.81% |
$37.4K - $39.6K
|
7.32K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.51K- 0.21% |
$1.68M - $1.78M
|
4.57M
$738M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.4K- 3.74% |
$2.01M - $2.13M
|
293K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.18K- 7.97% |
$560K - $594K
|
36.7K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
241New |
$42.5K - $45K
|
241
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25.7K+ 132.33% |
$4.53M - $4.8M
|
45.1K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.33% |
$3.35K - $3.55K
|
5.73K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-552- 4.9% |
$97.4K - $103K
|
10.7K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$226K - $239K
|
1.28K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.43K- 5.17% |
$429K - $455K
|
44.6K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
517New |
$91.2K - $96.6K
|
517
$83.5K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
110New |
$19.4K - $20.6K
|
110
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-62- 0.49% |
$10.9K - $11.6K
|
12.5K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.1K- 2.52% |
$193K - $205K
|
42.4K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.12K- 7.2% |
$1.08M - $1.14M
|
78.8K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
81+ 0.25% |
$14.3K - $15.1K
|
32.4K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 12.51% |
$449K - $475K
|
17.8K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
23New |
$4.06K - $4.3K
|
23
$3.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
211+ 1.42% |
$37.2K - $39.4K
|
15.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.29K+ 9.01% |
$580K - $615K
|
39.8K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
163+ 0.19% |
$28.8K - $30.5K
|
83.9K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
112+ 2.1% |
$19.8K - $20.9K
|
5.45K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-366- 0.89% |
$64.6K - $68.4K
|
40.8K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
168K+ 40.44% |
$29.6M - $31.4M
|
583K
$94.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.8K+ 1.65% |
$494K - $524K
|
173K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 1.3% |
$3.92M - $4.16M
|
1.73M
$279M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-50- 1.51% |
$8.82K - $9.35K
|
3.26K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-24.3K- 8.65% |
$4.29M - $4.54M
|
257K
$41.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58K+ 1.22% |
$10.2M - $10.8M
|
4.82M
$778M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.1KNew |
$370K - $393K
|
2.1K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
1.14KNew |
$201K - $213K
|
1.14K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.82K- 51.0% |
$497K - $526K
|
2.71K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 2.4% |
$13.2K - $14K
|
3.05K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
894+ 1.36% |
$158K - $167K
|
66.8K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.57K- 1.8% |
$453K - $480K
|
140K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
184+ 2.33% |
$32.5K - $34.4K
|
8.09K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.33K+ 0.33% |
$234K - $248K
|
407K
$65.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-29.9K- 3.13% |
$5.27M - $5.59M
|
926K
$150M
|