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 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.14% |
$504 - $559
|
2.19K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.11K- 0.25% |
$522K - $578K
|
1.25M
$231M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
569+ 4.9% |
$95.7K - $106K
|
12.2K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
105+ 8.72% |
$17.7K - $19.6K
|
1.31K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$16.1K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-37.7K- 88.11% |
$6.34M - $7.02M
|
5.09K
$941K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
306+ 2.39% |
$51.5K - $57K
|
13.1K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.42K+ 10.58% |
$575K - $637K
|
35.7K
$6.61M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.8K- 14.95% |
$1.82M - $2.01M
|
61.6K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30.5KNew |
$5.13M - $5.68M
|
30.5K
$5.63M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 13.45% |
$331K - $366K
|
16.6K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-647- 99.54% |
$109K - $120K
|
3
$554
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.23K+ 1.56% |
$879K - $974K
|
341K
$63M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.25KNew |
$379K - $420K
|
2.25K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
24.2K+ 10.01% |
$4.06M - $4.5M
|
266K
$49.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.99K+ 73.4% |
$1.01M - $1.12M
|
14.2K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 0.16% |
$336 - $372
|
1.22K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 30.73% |
$321K - $356K
|
8.13K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
220+ 10.16% |
$37K - $41K
|
2.39K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.01K- 0.61% |
$506K - $561K
|
492K
$90.9M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
17.8K+ 27.08% |
$2.99M - $3.31M
|
83.4K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.07K+ 54.18% |
$853K - $945K
|
14.4K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.31KNew |
$219K - $243K
|
1.31K
$241K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15.1K- 18.81% |
$2.54M - $2.81M
|
65.2K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
416+ 29.78% |
$70K - $77.5K
|
1.81K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-300- 10.25% |
$50.4K - $55.9K
|
2.63K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
527+ 9.66% |
$88.6K - $98.1K
|
5.98K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.85% |
$8.41K - $9.31K
|
5.92K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
17.3K+ 12.39% |
$2.92M - $3.23M
|
157K
$29.1M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.95K+ 3.63% |
$496K - $549K
|
84.1K
$15.5M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-228- 1.09% |
$38.3K - $42.5K
|
20.8K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.35KNew |
$228K - $252K
|
1.35K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.7K- 82.41% |
$6.18M - $6.84M
|
7.84K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$286K - $317K
|
1.7K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
424+ 4.27% |
$71.3K - $79K
|
10.4K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.2K- 1.62% |
$201K - $223K
|
72.8K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.52K+ 9.35% |
$423K - $469K
|
29.4K
$5.44M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-128- 6.56% |
$21.5K - $23.8K
|
1.82K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
944+ 22.34% |
$159K - $176K
|
5.17K
$956K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-25- 1.66% |
$4.2K - $4.66K
|
1.49K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 8.44% |
$580K - $643K
|
44.3K
$8.2M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-38- 0.04% |
$6.39K - $7.08K
|
101K
$18.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.6K+ 15.33% |
$1.95M - $2.16M
|
87.3K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
19+ 0.91% |
$3.2K - $3.54K
|
2.1K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.8K- 30.81% |
$1.81M - $2M
|
24.2K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
308+ 9.34% |
$51.8K - $57.4K
|
3.61K
$666K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3- 0.17% |
$504 - $559
|
1.8K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
16.7K+ 71.85% |
$2.81M - $3.11M
|
39.9K
$7.38M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
24.5K+ 6.34% |
$4.12M - $4.56M
|
411K
$75.9M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.7K- 3.86% |
$2.8M - $3.1M
|
416K
$76.8M
|