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 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.33K+ 35.34% |
$392K - $434K
|
8.93K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-39.5K- 34.43% |
$6.64M - $7.35M
|
75.1K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.79K+ 93.48% |
$302K - $334K
|
3.71K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
409+ 8.19% |
$68.8K - $76.2K
|
5.4K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.14K+ 14.62% |
$529K - $585K
|
24.6K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.33K+ 298.43% |
$223K - $247K
|
1.77K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
115+ 4.09% |
$19.3K - $21.4K
|
2.93K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-360- 30.51% |
$60.5K - $67K
|
820
$152K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
18+ 1.19% |
$3.03K - $3.35K
|
1.53K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.5K+ 28.8% |
$1.93M - $2.13M
|
51.2K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.61K+ 7.23% |
$607K - $672K
|
53.5K
$9.9M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.36K+ 24.4% |
$565K - $625K
|
17.1K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-159- 2.68% |
$26.7K - $29.6K
|
5.76K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.5K+ 412.92% |
$8.66M - $9.59M
|
64K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
75K+ 284.34% |
$12.6M - $14M
|
101K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.08K+ 158.14% |
$518K - $573K
|
5.03K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
228+ 11.57% |
$38.3K - $42.5K
|
2.2K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 5.11% |
$4.9M - $5.43M
|
542K
$100M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
190K+ 1000.52% |
$31.9M - $35.3M
|
209K
$38.6M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
140+ 1.52% |
$23.5K - $26.1K
|
9.33K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.7K+ 5.04% |
$2.13M - $2.36M
|
264K
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
16.6K+ 57.34% |
$2.8M - $3.1M
|
45.7K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.98K+ 578.94% |
$1.68M - $1.86M
|
11.7K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
324K+ 6.73% |
$54.6M - $60.4M
|
5.14M
$951M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.95K- 17.25% |
$328K - $364K
|
9.37K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
273+ 120.8% |
$45.9K - $50.8K
|
499
$92.2K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-38- 2.3% |
$6.39K - $7.08K
|
1.61K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
742+ 4.54% |
$125K - $138K
|
17.1K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-569- 2.24% |
$95.7K - $106K
|
24.8K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.91K- 4.41% |
$1.16M - $1.29M
|
150K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.4K- 4.52% |
$5.12M - $5.67M
|
644K
$119M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.58K- 5.18% |
$266K - $295K
|
29K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 20.66% |
$575K - $636K
|
13.1K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-292- 0.87% |
$49.1K - $54.4K
|
33.2K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3K- 1.44% |
$504K - $558K
|
205K
$37.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 5.39% |
$1.85M - $2.05M
|
215K
$39.8M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 8.14% |
$407K - $450K
|
27.3K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60.5K- 2.49% |
$10.2M - $11.3M
|
2.37M
$438M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
251KNew |
$42.3M - $46.8M
|
251K
$46.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
700+ 16.28% |
$118K - $130K
|
5K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
286K+ 30.9% |
$48.1M - $53.3M
|
1.21M
$224M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-877- 5.78% |
$147K - $163K
|
14.3K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.68K+ 18.93% |
$451K - $499K
|
16.8K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
14+ 0.54% |
$2.35K - $2.61K
|
2.6K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
326+ 12.03% |
$54.8K - $60.7K
|
3.04K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
163+ 2.6% |
$27.4K - $30.4K
|
6.43K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.88K+ 3.06% |
$652K - $722K
|
130K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3+ 0.15% |
$504 - $559
|
2.07K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.31K- 1.78% |
$388K - $430K
|
127K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.68K+ 15.27% |
$619K - $685K
|
27.8K
$5.14M
|