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 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-109K- 84.9% |
$16.6M - $19.9M
|
19.4K
$3.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.05K+ 2.59% |
$1.07M - $1.29M
|
279K
$53.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-462- 23.95% |
$70.4K - $84.5K
|
1.47K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-53.2K- 4.6% |
$8.11M - $9.72M
|
1.1M
$212M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
548+ 4.08% |
$83.5K - $100K
|
14K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
269+ 1.05% |
$41K - $49.2K
|
25.8K
$4.97M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-569- 1.9% |
$86.7K - $104K
|
29.4K
$5.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 7.23% |
$392K - $470K
|
38.1K
$7.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$261K - $313K
|
1.71K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-228- 11.78% |
$34.8K - $41.7K
|
1.71K
$328K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.13% |
$305 - $366
|
1.57K
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.09KNew |
$166K - $199K
|
1.09K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.32K- 3.61% |
$1.12M - $1.34M
|
195K
$37.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
14+ 0.96% |
$2.13K - $2.56K
|
1.48K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
51+ 0.05% |
$7.77K - $9.32K
|
108K
$20.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-33- 2.7% |
$5.03K - $6.03K
|
1.19K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.11KNew |
$169K - $203K
|
1.11K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
801+ 0.73% |
$122K - $146K
|
110K
$21.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 0.69% |
$158K - $190K
|
149K
$28.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.1K+ 60.76% |
$1.85M - $2.22M
|
32.1K
$6.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.64KNew |
$707K - $848K
|
4.64K
$892K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.07K- 11.05% |
$621K - $744K
|
32.8K
$6.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
908+ 2.38% |
$138K - $166K
|
39.1K
$7.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.73KNew |
$264K - $317K
|
1.73K
$333K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.73K- 2.51% |
$416K - $499K
|
106K
$20.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.74KNew |
$722K - $866K
|
4.74K
$910K
|
|
|
Aug 07, 2025
Q2 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
58.6K+ 17.23% |
$8.92M - $10.7M
|
398K
$76.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17.2K+ 8.89% |
$2.62M - $3.14M
|
210K
$40.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-51- 1.63% |
$7.77K - $9.32K
|
3.08K
$592K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
611+ 0.56% |
$93.1K - $112K
|
109K
$21M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.15KNew |
$176K - $211K
|
1.15K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15.8K- 19.2% |
$2.41M - $2.89M
|
66.5K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.71K+ 101.31% |
$260K - $312K
|
3.39K
$651K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
676New |
$103K - $124K
|
676
$130K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
685+ 9.11% |
$104K - $125K
|
8.21K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-4.07K- 32.79% |
$620K - $744K
|
8.34K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$395K - $474K
|
2.59K
$498K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14.4K+ 8.54% |
$2.19M - $2.63M
|
183K
$35.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-280- 0.95% |
$42.7K - $51.2K
|
29.2K
$5.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.04K- 1.51% |
$158K - $190K
|
67.9K
$13.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-46- 1.52% |
$7.01K - $8.41K
|
2.99K
$574K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.1K+ 2.32% |
$6.87M - $8.24M
|
1.98M
$382M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-271- 4.58% |
$41.3K - $49.5K
|
5.65K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-126- 2.37% |
$19.2K - $23K
|
5.2K
$999K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
103+ 1.38% |
$15.7K - $18.8K
|
7.58K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
253+ 1.67% |
$38.6K - $46.3K
|
15.4K
$2.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 21.89% |
$477K - $572K
|
17.4K
$3.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.01K+ 15.99% |
$763K - $915K
|
36.3K
$6.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
36+ 189.47% |
$5.49K - $6.58K
|
55
$10.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
32+ 1.99% |
$4.88K - $5.85K
|
1.64K
$316K
|