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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
191K+ 40.1% |
$32.1M - $35.5M
|
667K
$123M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.59K- 57.05% |
$268K - $296K
|
1.2K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.77K+ 2.12% |
$1.31M - $1.45M
|
374K
$69.2M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.24K+ 25.5% |
$209K - $231K
|
6.1K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
619+ 4.23% |
$104K - $115K
|
15.2K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 60.07% |
$787K - $872K
|
12.5K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 11.7% |
$627K - $694K
|
35.6K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
6+ 0.02% |
$1.01K - $1.12K
|
25.6K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.04% |
$1.18K - $1.3K
|
17.8K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.08M- 97.82% |
$181M - $201M
|
24K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$168 - $186
|
1.07K
$198K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
23.3K+ 16.65% |
$3.92M - $4.34M
|
163K
$30.2M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.39K- 2.16% |
$403K - $446K
|
108K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.99K+ 38.96% |
$839K - $930K
|
17.8K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 0.93% |
$8.35M - $9.25M
|
5.4M
$998M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.01K- 2.2% |
$507K - $561K
|
134K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.9K- 20.72% |
$992K - $1.1M
|
22.6K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
700+ 9.56% |
$118K - $130K
|
8.02K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 1.65% |
$3.87K - $4.28K
|
1.38K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-89- 1.18% |
$15K - $16.6K
|
7.48K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.38K- 5.53% |
$400K - $442K
|
40.6K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.9K- 2.82% |
$2.17M - $2.41M
|
445K
$82.2M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
263+ 5.35% |
$44.2K - $49K
|
5.18K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.48K+ 14.77% |
$922K - $1.02M
|
42.6K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.46K+ 6.95% |
$414K - $459K
|
37.9K
$7.01M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15.3K- 6.49% |
$2.57M - $2.85M
|
221K
$40.8M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
955+ 3.35% |
$161K - $178K
|
29.5K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-48- 2.05% |
$8.07K - $8.94K
|
2.29K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-772- 7.81% |
$130K - $144K
|
9.12K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
337+ 13.4% |
$56.7K - $62.8K
|
2.85K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.8K- 4.13% |
$2.15M - $2.38M
|
297K
$54.9M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-19- 0.33% |
$3.2K - $3.54K
|
5.71K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77K+ 13.82% |
$13M - $14.3M
|
635K
$117M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
817+ 6.25% |
$137K - $152K
|
13.9K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-40.2K- 85.44% |
$6.75M - $7.48M
|
6.85K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 0.29% |
$256K - $283K
|
519K
$95.9M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 4.66% |
$16.8K - $18.6K
|
2.24K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108K+ 5.79% |
$18.1M - $20M
|
1.97M
$364M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-192- 1.03% |
$32.3K - $35.8K
|
18.4K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 6.15% |
$1.71M - $1.9M
|
155K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-242K- 5.29% |
$40.7M - $45M
|
4.33M
$801M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-409- 2.85% |
$68.8K - $76.2K
|
14K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-812- 3.01% |
$137K - $151K
|
26.2K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.21K- 7.55% |
$539K - $597K
|
39.2K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.52K- 15.79% |
$256K - $284K
|
8.13K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
394+ 0.58% |
$66.3K - $73.4K
|
67.8K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-361- 2.83% |
$60.7K - $67.2K
|
12.4K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 2.73% |
$350K - $388K
|
74.1K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-267- 6.64% |
$44.9K - $49.7K
|
3.76K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.14KNew |
$865K - $958K
|
5.14K
$951K
|