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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 5.0% |
$9.6K - $11.5K
|
1.2K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.52K+ 23.56% |
$383K - $460K
|
13.2K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.43M+ 72284.92% |
$371M - $445M
|
2.44M
$471M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
176+ 0.38% |
$26.8K - $32.2K
|
46.5K
$8.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 38.57% |
$240K - $287K
|
5.65K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.61K- 10.9% |
$549K - $659K
|
29.5K
$5.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 0.02% |
$152 - $183
|
6.51K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-543- 13.13% |
$82.8K - $99.3K
|
3.59K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.13K+ 142.45% |
$325K - $390K
|
3.63K
$700K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-30.5K- 43.52% |
$4.65M - $5.57M
|
39.6K
$7.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.89K+ 8.36% |
$440K - $527K
|
37.4K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 16.46% |
$235K - $282K
|
7.82K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.11K+ 311.21% |
$778K - $934K
|
6.75K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.3K+ 193.82% |
$1.88M - $2.25M
|
18.7K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-55- 5.68% |
$8.38K - $10.1K
|
913
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-556- 1.85% |
$84.7K - $102K
|
29.5K
$5.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-498- 4.84% |
$75.9K - $91K
|
9.79K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-499- 60.85% |
$76.1K - $91.2K
|
321
$62K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.27KNew |
$1.41M - $1.69M
|
9.27K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
421+ 0.64% |
$64.2K - $77K
|
65.8K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
37.4KNew |
$5.7M - $6.84M
|
37.4K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-35- 0.1% |
$5.33K - $6.4K
|
35.3K
$6.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 0.27% |
$7.62K - $9.14K
|
18.6K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-58.1K- 26.56% |
$8.86M - $10.6M
|
161K
$31M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-4.15K- 55.86% |
$632K - $758K
|
3.28K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.99K+ 2.64% |
$304K - $364K
|
77.4K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-156- 11.76% |
$23.8K - $28.5K
|
1.17K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
9.67K+ 19.3% |
$1.47M - $1.77M
|
59.8K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
32+ 100.0% |
$4.88K - $5.85K
|
64
$12.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 3.86% |
$254K - $305K
|
44.8K
$8.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
644+ 0.18% |
$98.2K - $118K
|
354K
$68.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.01K+ 3.41% |
$459K - $550K
|
91.2K
$17.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-692- 11.61% |
$105K - $127K
|
5.27K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
217+ 1.18% |
$33.1K - $39.7K
|
18.6K
$3.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.53K+ 3.31% |
$538K - $645K
|
110K
$21.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.24K- 3.37% |
$798K - $957K
|
150K
$29M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-23.8K- 45.41% |
$3.63M - $4.35M
|
28.6K
$5.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.14KNew |
$174K - $208K
|
1.14K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
33+ 0.5% |
$5.03K - $6.03K
|
6.6K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.38K- 33.25% |
$210K - $252K
|
2.77K
$535K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-430- 40.41% |
$65.5K - $78.6K
|
634
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13+ 0.21% |
$1.98K - $2.38K
|
6.08K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
41K+ 8.26% |
$6.25M - $7.5M
|
537K
$104M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.7K- 6.52% |
$14.3M - $17.1M
|
1.34M
$259M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
128New |
$19.5K - $23.4K
|
128
$24.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.62K+ 429.84% |
$1.16M - $1.39M
|
9.39K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-48.4K- 71.01% |
$7.38M - $8.85M
|
19.8K
$3.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.09K+ 15.53% |
$928K - $1.11M
|
45.3K
$8.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
584+ 1.09% |
$89K - $107K
|
54.1K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.34K+ 1.35% |
$356K - $427K
|
176K
$33.9M
|