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 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
356+ 0.66% |
$54.3K - $65.1K
|
54.6K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.88K+ 11.65% |
$286K - $343K
|
18K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.63K+ 157.91% |
$1.32M - $1.58M
|
14.1K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.09K+ 2.24% |
$165K - $198K
|
49.4K
$9.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
612New |
$93.3K - $112K
|
612
$114K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
25.8KNew |
$3.94M - $4.72M
|
25.8K
$4.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-34- 0.34% |
$5.18K - $6.22K
|
9.9K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3+ 0.22% |
$457 - $548
|
1.35K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 0.12% |
$610 - $731
|
3.21K
$597K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-11.1K- 67.61% |
$1.7M - $2.03M
|
5.33K
$992K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
216+ 12.8% |
$32.9K - $39.5K
|
1.9K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-2- 0.17% |
$305 - $366
|
1.21K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
220+ 17.36% |
$33.5K - $40.2K
|
1.49K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90+ 3.07% |
$13.7K - $16.5K
|
3.02K
$561K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39.9K- 8.06% |
$6.08M - $7.29M
|
455K
$84.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-75- 0.43% |
$11.4K - $13.7K
|
17.2K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.41K+ 6.91% |
$824K - $989K
|
83.7K
$15.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-24- 7.92% |
$3.66K - $4.39K
|
279
$51.9K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-99- 3.37% |
$15.1K - $18.1K
|
2.84K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
4.41KNew |
$673K - $807K
|
4.41K
$821K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
240+ 3.59% |
$36.6K - $43.9K
|
6.92K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100+ 11.43% |
$15.2K - $18.3K
|
975
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3K- 23.08% |
$457K - $548K
|
10K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
4.82KNew |
$735K - $881K
|
4.82K
$897K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.73KNew |
$263K - $316K
|
1.73K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
527+ 7.02% |
$80.3K - $96.3K
|
8.04K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.67K+ 25.14% |
$559K - $670K
|
18.2K
$3.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-3.6K- 16.6% |
$549K - $659K
|
18.1K
$3.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.22K- 14.16% |
$185K - $222K
|
7.37K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.3K+ 78.61% |
$2.49M - $2.98M
|
37.1K
$6.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-342- 8.16% |
$52.1K - $62.5K
|
3.85K
$716K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-54- 3.96% |
$8.23K - $9.87K
|
1.31K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-144- 28.46% |
$21.9K - $26.3K
|
362
$67.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
1.32K+ 2.88% |
$202K - $242K
|
47.3K
$8.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.71K+ 4.6% |
$871K - $1.04M
|
130K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.3K+ 7.57% |
$1.72M - $2.06M
|
160K
$29.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
6+ 0.23% |
$915 - $1.1K
|
2.6K
$484K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.61K+ 6.32% |
$550K - $660K
|
60.8K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.03K- 2.26% |
$157K - $189K
|
44.7K
$8.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
15.9K+ 7.2% |
$2.42M - $2.91M
|
237K
$44.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
647+ 3.63% |
$98.6K - $118K
|
18.5K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.66K+ 30.45% |
$1.17M - $1.4M
|
32.8K
$6.1M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-29- 2.29% |
$4.42K - $5.3K
|
1.24K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-7.83K- 12.91% |
$1.19M - $1.43M
|
52.8K
$9.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
5.62K+ 20.6% |
$856K - $1.03M
|
32.9K
$6.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-102K- 8.16% |
$15.6M - $18.7M
|
1.15M
$214M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
668+ 3.98% |
$102K - $122K
|
17.5K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-55- 1.52% |
$8.38K - $10.1K
|
3.57K
$663K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-319- 5.29% |
$48.6K - $58.3K
|
5.71K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
698+ 1.64% |
$106K - $128K
|
43.3K
$8.05M
|