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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
27+ 1.05% |
$4.92K - $5.25K
|
2.59K
$494K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.28K- 11.85% |
$234K - $250K
|
9.55K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.17% |
$1.28K - $1.36K
|
4.02K
$768K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
13.6K+ 1.98% |
$2.48M - $2.65M
|
701K
$134M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-44- 1.0% |
$8.02K - $8.56K
|
4.34K
$828K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-330- 2.28% |
$60.2K - $64.2K
|
14.2K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
1.05KNew |
$191K - $203K
|
1.05K
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-99- 3.09% |
$18.1K - $19.3K
|
3.11K
$593K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-57- 0.42% |
$10.4K - $11.1K
|
13.7K
$2.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
250+ 1.78% |
$45.6K - $48.6K
|
14.3K
$2.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-86- 3.65% |
$15.7K - $16.7K
|
2.27K
$434K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.21K- 11.84% |
$1.31M - $1.4M
|
53.7K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-778- 31.96% |
$142K - $151K
|
1.66K
$316K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24.8KNew |
$4.52M - $4.82M
|
24.8K
$4.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-12.4K- 8.58% |
$2.26M - $2.41M
|
132K
$25.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
351+ 9.83% |
$64K - $68.3K
|
3.92K
$749K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6- 35.29% |
$1.09K - $1.17K
|
11
$2.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-210- 1.06% |
$38.3K - $40.8K
|
19.6K
$3.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 2.36% |
$1.56M - $1.67M
|
355K
$67.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 14.6% |
$4.85M - $5.17M
|
209K
$39.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.5K+ 13.41% |
$274K - $293K
|
12.7K
$2.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-785- 2.32% |
$143K - $153K
|
33.1K
$6.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
18.2K+ 23.74% |
$3.31M - $3.54M
|
94.8K
$18.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.06KNew |
$192K - $205K
|
1.06K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-40- 3.65% |
$7.29K - $7.78K
|
1.06K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.41% |
$1.64K - $1.75K
|
2.18K
$416K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
28+ 2.14% |
$5.11K - $5.45K
|
1.34K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
200+ 1.28% |
$36.5K - $38.9K
|
15.8K
$3.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.47% |
$182 - $195
|
216
$41.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-121- 1.22% |
$22.1K - $23.5K
|
9.82K
$1.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-124- 1.29% |
$22.6K - $24.1K
|
9.51K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 1.75% |
$16K - $17.1K
|
4.94K
$944K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-39.4K- 13.01% |
$7.18M - $7.66M
|
263K
$50.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-186- 1.15% |
$33.9K - $36.2K
|
16K
$3.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-125- 0.77% |
$22.8K - $24.3K
|
16.2K
$3.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
823+ 11.55% |
$150K - $160K
|
7.95K
$1.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.17KNew |
$396K - $422K
|
2.17K
$414K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-68K- 31.46% |
$12.4M - $13.2M
|
148K
$28.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-123- 3.64% |
$22.4K - $23.9K
|
3.26K
$623K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
629+ 3.47% |
$115K - $122K
|
18.7K
$3.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7+ 0.07% |
$1.28K - $1.36K
|
9.44K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-350- 1.35% |
$63.8K - $68.1K
|
25.5K
$4.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 0.14% |
$6.2K - $6.61K
|
23.7K
$4.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17.5K+ 487.2% |
$3.19M - $3.4M
|
21.1K
$4.02M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-1- 0.18% |
$182 - $195
|
562
$107K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-395- 22.18% |
$72K - $76.8K
|
1.39K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-287- 3.63% |
$52.3K - $55.8K
|
7.62K
$1.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-13- 0.54% |
$2.37K - $2.53K
|
2.38K
$454K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.31K- 42.68% |
$1.15M - $1.23M
|
8.47K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15.3K- 19.86% |
$2.78M - $2.97M
|
61.6K
$11.8M
|