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
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-14- 0.9% |
$2.35K - $2.61K
|
1.54K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
145K+ 8.97% |
$24.4M - $27M
|
1.76M
$325M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
132+ 23.16% |
$22.2K - $24.6K
|
702
$130K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
116KNew |
$19.6M - $21.7M
|
116K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
442+ 0.82% |
$74.3K - $82.3K
|
54.2K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12.3K- 22.14% |
$2.06M - $2.28M
|
43.1K
$7.97M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
896+ 27.88% |
$151K - $167K
|
4.11K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 29.92% |
$4.7M - $5.2M
|
65.5K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-236- 15.76% |
$39.7K - $43.9K
|
1.26K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.38K- 7.99% |
$231K - $256K
|
15.8K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-11.5K- 20.09% |
$1.93M - $2.14M
|
45.7K
$8.44M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.84K+ 137.41% |
$1.15M - $1.27M
|
11.8K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
970+ 20.9% |
$163K - $181K
|
5.61K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.9K+ 3.75% |
$2.67M - $2.96M
|
440K
$81.4M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.35K- 77.17% |
$731K - $810K
|
1.29K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.88K+ 14.4% |
$1.66M - $1.84M
|
78.5K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
90+ 0.29% |
$15.1K - $16.8K
|
30.7K
$5.68M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.39K- 2.91% |
$233K - $258K
|
46.3K
$8.56M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
381K+ 5.79% |
$64.1M - $70.9M
|
6.96M
$1.29B
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-31.9K- 45.0% |
$5.37M - $5.95M
|
39K
$7.22M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-134- 5.16% |
$22.5K - $25K
|
2.47K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-646- 0.68% |
$109K - $120K
|
94.6K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1+ 0.07% |
$168 - $186
|
1.42K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
356+ 2.72% |
$59.9K - $66.3K
|
13.4K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3+ 0.22% |
$504 - $559
|
1.34K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.15KNew |
$698K - $773K
|
4.15K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.85K+ 25.55% |
$648K - $717K
|
18.9K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.69K+ 55.7% |
$453K - $501K
|
7.52K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.9K+ 12.97% |
$3.35M - $3.71M
|
173K
$32M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
746+ 3.48% |
$125K - $139K
|
22.2K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-527- 2.72% |
$88.6K - $98.1K
|
18.8K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.17M- 89.45% |
$197M - $219M
|
138K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.29K+ 53.09% |
$722K - $799K
|
12.4K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-400- 1.99% |
$67.3K - $74.5K
|
19.7K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
184+ 3.01% |
$30.9K - $34.3K
|
6.29K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.7K- 14.32% |
$1.97M - $2.18M
|
70K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
18+ 1.69% |
$3.03K - $3.35K
|
1.09K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
421+ 6.69% |
$70.8K - $78.4K
|
6.71K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-118- 6.09% |
$19.8K - $22K
|
1.82K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-210- 42.42% |
$35.3K - $39.1K
|
285
$52.7K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.05K- 0.8% |
$176K - $195K
|
130K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.4K+ 12.51% |
$3.59M - $3.98M
|
192K
$35.5M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.75K+ 11.46% |
$1.3M - $1.44M
|
75.4K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.66K+ 7.04% |
$1.29M - $1.43M
|
116K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-42- 1.25% |
$7.06K - $7.82K
|
3.31K
$612K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
12.4KNew |
$2.09M - $2.31M
|
12.4K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.28K+ 12.35% |
$1.56M - $1.73M
|
84.4K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
12.9K+ 3.93% |
$2.16M - $2.39M
|
340K
$62.8M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
42.5KNew |
$7.14M - $7.91M
|
42.5K
$7.85M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.71K+ 3.65% |
$792K - $877K
|
134K
$24.7M
|