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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.61K+ 6.32% |
$550K - $660K
|
60.8K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.03K- 2.26% |
$157K - $189K
|
44.7K
$8.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
15.9K+ 7.2% |
$2.42M - $2.91M
|
237K
$43.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
647+ 3.63% |
$98.6K - $118K
|
18.5K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.66K+ 30.45% |
$1.17M - $1.4M
|
32.8K
$6.01M
|
|
|
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
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-7.83K- 12.91% |
$1.19M - $1.43M
|
52.8K
$9.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
5.62K+ 20.6% |
$856K - $1.03M
|
32.9K
$6.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-102K- 8.16% |
$15.6M - $18.7M
|
1.15M
$211M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
668+ 3.98% |
$102K - $122K
|
17.5K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-55- 1.52% |
$8.38K - $10.1K
|
3.57K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-319- 5.29% |
$48.6K - $58.3K
|
5.71K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
698+ 1.64% |
$106K - $128K
|
43.3K
$7.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.18K+ 7.22% |
$789K - $946K
|
76.9K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15+ 0.18% |
$2.29K - $2.74K
|
8.43K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
448+ 2.2% |
$68.3K - $81.9K
|
20.8K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.7KNew |
$564K - $676K
|
3.7K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
116+ 7.2% |
$17.7K - $21.2K
|
1.73K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14.2K- 35.68% |
$2.16M - $2.59M
|
25.6K
$4.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 3.47% |
$21.6K - $26K
|
4.23K
$776K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60.7KNew |
$9.25M - $11.1M
|
60.7K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
3.57KNew |
$544K - $652K
|
3.57K
$655K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
312+ 20.03% |
$47.6K - $57K
|
1.87K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-440- 43.61% |
$67.1K - $80.4K
|
569
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3K+ 75.52% |
$5.08M - $6.09M
|
77.5K
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.85K+ 9.21% |
$435K - $522K
|
33.8K
$6.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
742+ 4.63% |
$113K - $136K
|
16.8K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.44K+ 7.89% |
$677K - $812K
|
60.7K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
510+ 10.66% |
$77.7K - $93.2K
|
5.3K
$971K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 30.24% |
$268K - $322K
|
4.06K
$744K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.76K+ 25.44% |
$725K - $869K
|
23.4K
$4.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
125+ 0.87% |
$19.1K - $22.9K
|
14.6K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-205- 0.98% |
$31.2K - $37.5K
|
20.6K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.22% |
$457 - $548
|
1.4K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
142K+ 27.69% |
$21.6M - $25.9M
|
654K
$120M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.1K+ 37.0% |
$168K - $201K
|
4.07K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
969+ 4.57% |
$148K - $177K
|
22.2K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-289- 2.79% |
$44K - $52.8K
|
10.1K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
18.3K+ 36.51% |
$2.79M - $3.35M
|
68.5K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
758+ 8.54% |
$116K - $139K
|
9.64K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.37K+ 6.26% |
$361K - $433K
|
40.2K
$7.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
205+ 2.54% |
$31.2K - $37.5K
|
8.29K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.15KNew |
$176K - $211K
|
1.15K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.4K+ 29.66% |
$3.56M - $4.28M
|
102K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.37K- 35.54% |
$208K - $250K
|
2.48K
$455K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-893- 8.49% |
$136K - $163K
|
9.63K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-35K- 50.0% |
$5.33M - $6.4M
|
35K
$6.42M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-790- 0.41% |
$120K - $144K
|
194K
$35.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-765- 2.74% |
$117K - $140K
|
27.1K
$4.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-809- 14.49% |
$123K - $148K
|
4.77K
$876K
|