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 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19.9K+ 30.29% |
$3.34M - $3.7M
|
85.5K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.22K+ 10.29% |
$541K - $600K
|
34.5K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.29KNew |
$890K - $985K
|
5.29K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-452- 6.6% |
$76K - $84.2K
|
6.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
16.7KNew |
$2.81M - $3.11M
|
16.7K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-176- 2.48% |
$29.6K - $32.8K
|
6.92K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-85- 4.27% |
$14.3K - $15.8K
|
1.9K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
19.8K+ 22.22% |
$3.33M - $3.69M
|
109K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.43K+ 11.02% |
$240K - $266K
|
14.4K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
638+ 4.06% |
$107K - $119K
|
16.4K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
698+ 7.44% |
$117K - $130K
|
10.1K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.6K- 28.91% |
$1.28M - $1.42M
|
18.7K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-632- 5.9% |
$106K - $118K
|
10.1K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51.7K- 3.85% |
$8.69M - $9.62M
|
1.29M
$237M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
75+ 0.23% |
$12.6K - $14K
|
32.5K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.13K- 1.14% |
$190K - $210K
|
98.1K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.15K+ 102.07% |
$1.54M - $1.7M
|
18.1K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$3.18M - $3.52M
|
18.9K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.3K+ 3.14% |
$3.08M - $3.41M
|
601K
$110M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-24.3K- 14.06% |
$4.09M - $4.52M
|
149K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
911+ 0.71% |
$153K - $170K
|
130K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-370- 6.18% |
$62.2K - $68.9K
|
5.61K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
42+ 3.69% |
$7.06K - $7.82K
|
1.18K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.15K+ 45.47% |
$1.03M - $1.15M
|
19.7K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.1K- 6.75% |
$2.54M - $2.82M
|
209K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
8.19K+ 5.79% |
$1.38M - $1.53M
|
150K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.63K+ 26.56% |
$275K - $304K
|
7.79K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 84.12% |
$4.59M - $5.08M
|
5.15K
$944K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 40.0% |
$67.3K - $74.5K
|
1.4K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
377+ 26.91% |
$63.4K - $70.2K
|
1.78K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.8K+ 53.67% |
$6.03M - $6.67M
|
103K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14.8K+ 372.4% |
$2.5M - $2.76M
|
18.8K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
676+ 11.09% |
$114K - $126K
|
6.77K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
42.8KNew |
$7.2M - $7.97M
|
42.8K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
17K+ 1318.27% |
$2.85M - $3.16M
|
18.2K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 44.06% |
$403K - $446K
|
3.04K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
307+ 307.0% |
$51.6K - $57.2K
|
407
$74.7K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.5K+ 12.48% |
$757K - $838K
|
40.5K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$4.71K - $5.21K
|
28
$5.14K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
164+ 1.62% |
$27.6K - $30.5K
|
10.3K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
814+ 15.59% |
$137K - $152K
|
6.04K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-196- 0.25% |
$33K - $36.5K
|
76.7K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.31K- 23.66% |
$556K - $616K
|
10.7K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 74.69% |
$303K - $335K
|
4.21K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.99K+ 5.24% |
$502K - $556K
|
60K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
188K+ 31.41% |
$31.7M - $35.1M
|
789K
$145M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
840+ 5.36% |
$141K - $156K
|
16.5K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
784+ 15.53% |
$132K - $146K
|
5.83K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
77.2KNew |
$13M - $14.4M
|
77.2K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.4K- 17.69% |
$2.42M - $2.68M
|
66.9K
$12.3M
|