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 11, 2025
Q2 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.74K+ 4.51% |
$265K - $318K
|
40.3K
$7.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
798+ 2.93% |
$122K - $146K
|
28.1K
$5.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
5.98K+ 14.65% |
$912K - $1.09M
|
46.8K
$9.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-64.6K- 42.4% |
$9.85M - $11.8M
|
87.8K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-530- 0.39% |
$80.8K - $96.9K
|
134K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-6- 3.13% |
$915 - $1.1K
|
186
$36K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
400New |
$61K - $73.1K
|
400
$77.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5K+ 10.98% |
$1.6M - $1.92M
|
106K
$20.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-216K- 2.96% |
$32.9M - $39.4M
|
7.08M
$1.37B
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.15K+ 4.63% |
$785K - $942K
|
117K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-12.5K- 86.38% |
$1.9M - $2.28M
|
1.96K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
433+ 5.31% |
$66K - $79.2K
|
8.58K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-360- 9.22% |
$54.9K - $65.8K
|
3.54K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-78- 5.51% |
$11.9K - $14.3K
|
1.34K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-23.7K- 30.35% |
$3.61M - $4.33M
|
54.3K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
90+ 5.52% |
$13.7K - $16.5K
|
1.72K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-286- 0.14% |
$43.6K - $52.3K
|
204K
$39.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-595- 18.9% |
$90.7K - $109K
|
2.55K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-15.1K- 46.14% |
$2.3M - $2.76M
|
17.6K
$3.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.62KNew |
$247K - $297K
|
1.62K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
BUY
|
- |
962+ 0.83% |
$147K - $176K
|
117K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
21.1K+ 414.82% |
$3.22M - $3.86M
|
26.2K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-369- 0.83% |
$56.2K - $67.5K
|
43.9K
$8.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.79K- 0.55% |
$424K - $509K
|
503K
$97.4M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
675+ 18.47% |
$103K - $123K
|
4.33K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.9K- 10.06% |
$290K - $348K
|
17K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.53K+ 33.83% |
$233K - $280K
|
6.05K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
304+ 5.27% |
$46.3K - $55.6K
|
6.08K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-80- 15.66% |
$12.2K - $14.6K
|
431
$83.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.47K+ 1.32% |
$529K - $634K
|
267K
$51.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.46K+ 0.83% |
$222K - $266K
|
177K
$34.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-973- 3.39% |
$148K - $178K
|
27.7K
$5.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.26K- 12.2% |
$344K - $413K
|
16.3K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.56K+ 6.71% |
$694K - $833K
|
72.5K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.6KNew |
$3.6M - $4.32M
|
23.6K
$4.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
102K+ 13.61% |
$15.6M - $18.7M
|
854K
$165M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$1.52K - $1.83K
|
6.7K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.06K+ 82.87% |
$314K - $377K
|
4.55K
$881K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 3.97% |
$1.53M - $1.84M
|
264K
$51.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.3K- 1.6% |
$5.23M - $6.27M
|
2.11M
$409M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.8K+ 16.62% |
$5.46M - $6.55M
|
251K
$48.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 1.76% |
$275K - $330K
|
101K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.06K+ 14.42% |
$619K - $742K
|
32.2K
$6.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.06K- 40.27% |
$162K - $194K
|
1.58K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
33KNew |
$5.03M - $6.03M
|
33K
$6.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
273+ 12.45% |
$41.6K - $49.9K
|
2.47K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
273+ 4.76% |
$41.6K - $49.9K
|
6.01K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-690- 12.71% |
$105K - $126K
|
4.74K
$918K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 2.43% |
$193K - $232K
|
53.6K
$10.4M
|