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 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.6K- 13.55% |
$1.62M - $1.94M
|
67.8K
$13M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.11% |
$152 - $183
|
878
$169K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-525- 28.38% |
$80K - $96K
|
1.33K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
107+ 7.17% |
$16.3K - $19.6K
|
1.6K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-14- 0.83% |
$2.13K - $2.56K
|
1.67K
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
20.3K+ 2.68% |
$3.09M - $3.71M
|
775K
$149M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.92K+ 2.53% |
$293K - $351K
|
78K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.77K+ 5.45% |
$575K - $690K
|
73K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.4K+ 5.27% |
$670K - $804K
|
87.8K
$16.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40- 1.11% |
$6.1K - $7.31K
|
3.57K
$686K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.61KNew |
$551K - $661K
|
3.61K
$695K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.55K- 12.97% |
$389K - $467K
|
17.1K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.17K+ 37.59% |
$178K - $214K
|
4.28K
$823K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-208- 1.31% |
$31.7K - $38K
|
15.6K
$3.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.02K+ 4.95% |
$155K - $186K
|
21.6K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
843+ 5.96% |
$128K - $154K
|
15K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-16.9K- 24.48% |
$2.57M - $3.08M
|
52K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-84.8K- 98.64% |
$12.9M - $15.5M
|
1.17K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-185- 3.61% |
$28.2K - $33.8K
|
4.95K
$951K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.5K+ 38.1% |
$686K - $823K
|
16.3K
$3.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.78K+ 9.16% |
$1.19M - $1.42M
|
92.6K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-381K- 10.71% |
$58M - $69.6M
|
3.17M
$611M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.71K+ 4.94% |
$414K - $496K
|
57.6K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 9.36% |
$4.24M - $5.09M
|
325K
$62.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-97- 2.86% |
$14.8K - $17.7K
|
3.3K
$634K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
15+ 0.83% |
$2.29K - $2.74K
|
1.82K
$350K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.4K+ 601.59% |
$2.19M - $2.62M
|
16.7K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.36% |
$5.33K - $6.4K
|
9.7K
$1.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.68K+ 1.35% |
$865K - $1.04M
|
425K
$81.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-78- 3.72% |
$11.9K - $14.3K
|
2.02K
$388K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.63K- 13.23% |
$554K - $664K
|
23.8K
$4.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.78KNew |
$881K - $1.06M
|
5.78K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-44- 0.71% |
$6.71K - $8.04K
|
6.13K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.29% |
$305 - $366
|
681
$131K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.82K+ 22.37% |
$430K - $516K
|
15.4K
$2.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
211+ 1.76% |
$32.2K - $38.6K
|
12.2K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
827+ 0.95% |
$126K - $151K
|
88.1K
$16.9M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-51- 1.32% |
$7.77K - $9.32K
|
3.81K
$732K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.22KNew |
$186K - $223K
|
1.22K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-56.9K- 32.35% |
$8.67M - $10.4M
|
119K
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-180- 1.07% |
$27.4K - $32.9K
|
16.7K
$3.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-398- 3.5% |
$60.7K - $72.8K
|
11K
$2.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.37KNew |
$208K - $250K
|
1.37K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-658- 0.69% |
$100K - $120K
|
95.1K
$18.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.14K- 5.57% |
$631K - $757K
|
70.3K
$13.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
133+ 10.47% |
$20.3K - $24.3K
|
1.4K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.19K+ 32.16% |
$334K - $400K
|
9K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
30+ 1.95% |
$4.57K - $5.48K
|
1.57K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
65+ 0.84% |
$9.91K - $11.9K
|
7.82K
$1.5M
|