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
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2- 0.66% |
$336 - $372
|
300
$55K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.1K+ 6.25% |
$4.89M - $5.42M
|
495K
$90.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
309K+ 76.77% |
$51.9M - $57.5M
|
711K
$130M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
112+ 1.79% |
$18.8K - $20.9K
|
6.36K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
18+ 1.13% |
$3.03K - $3.35K
|
1.61K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.9K- 95.08% |
$7.89M - $8.73M
|
2.43K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.25K+ 11.74% |
$1.56M - $1.72M
|
88.1K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.02K+ 9.78% |
$676K - $748K
|
45.1K
$8.28M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
141K+ 10.23% |
$23.8M - $26.3M
|
1.52M
$280M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
343K+ 11.18% |
$57.6M - $63.8M
|
3.41M
$625M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-177- 12.62% |
$29.8K - $33K
|
1.23K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.74KNew |
$965K - $1.07M
|
5.74K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.9K+ 774.89% |
$9.07M - $10M
|
60.9K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.8K- 18.54% |
$3.83M - $4.24M
|
100K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-338- 0.93% |
$56.8K - $62.9K
|
36.1K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-186- 10.18% |
$31.3K - $34.6K
|
1.64K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.56KClosed |
$1.44M - $1.59M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
28+ 0.94% |
$4.71K - $5.21K
|
3.01K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-131- 13.02% |
$22K - $24.4K
|
875
$161K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
194+ 13.83% |
$32.6K - $36.1K
|
1.6K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-203KClosed |
$34.1M - $37.7M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 8.28% |
$3.59M - $3.98M
|
279K
$51.2M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.94K- 5.71% |
$663K - $734K
|
65K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
40+ 0.89% |
$6.73K - $7.45K
|
4.56K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.12K- 11.18% |
$187K - $208K
|
8.86K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
80+ 2.69% |
$13.5K - $14.9K
|
3.05K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.1K+ 19.44% |
$3.21M - $3.56M
|
117K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
150+ 3.36% |
$25.2K - $27.9K
|
4.61K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.14K+ 8.11% |
$1.37M - $1.52M
|
109K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-949- 14.21% |
$160K - $177K
|
5.73K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.13KNew |
$527K - $583K
|
3.13K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.4K+ 14.26% |
$572K - $633K
|
27.3K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.4K+ 5.25% |
$3.59M - $3.98M
|
428K
$78.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.58K- 46.73% |
$601K - $666K
|
4.08K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.56K- 50.46% |
$1.27M - $1.41M
|
7.42K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-674- 1.19% |
$113K - $126K
|
55.9K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53.8K+ 16.88% |
$9.04M - $10M
|
372K
$68.3M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.3K- 95.23% |
$3.07M - $3.4M
|
915
$168K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.47K+ 21.6% |
$247K - $274K
|
8.28K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.06K+ 75.63% |
$347K - $384K
|
4.79K
$879K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
5.03K+ 27.81% |
$847K - $937K
|
23.1K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.76K+ 1.97% |
$1.64M - $1.82M
|
506K
$92.8M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-924- 41.9% |
$155K - $172K
|
1.28K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-108- 7.88% |
$18.2K - $20.1K
|
1.26K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-36.6K- 82.79% |
$6.15M - $6.81M
|
7.61K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.8K- 6.72% |
$7.19M - $7.97M
|
594K
$109M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-36.3K- 41.47% |
$6.1M - $6.76M
|
51.2K
$9.39M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
63.3KNew |
$10.6M - $11.8M
|
63.3K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 0.44% |
$15.1K - $16.8K
|
20.7K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.87K- 27.58% |
$818K - $906K
|
12.8K
$2.34M
|