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
|
Wells Financial Advisors Inc
|
SELL
|
- |
-175- 0.96% |
$29.4K - $32.6K
|
18K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-803- 21.15% |
$135K - $150K
|
2.99K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.59K- 1.89% |
$267K - $295K
|
82.3K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26KNew |
$379K - $420K
|
2.26K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
937+ 3.42% |
$158K - $174K
|
28.4K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-643- 28.51% |
$108K - $120K
|
1.61K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
55+ 0.22% |
$9.25K - $10.2K
|
24.5K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-96- 6.16% |
$16.1K - $17.9K
|
1.46K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
251New |
$42.2K - $46.7K
|
251
$46.7K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2K+ 2.68% |
$2.21M - $2.45M
|
503K
$93.6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
538+ 17.63% |
$90.5K - $100K
|
3.59K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-223- 2.3% |
$37.5K - $41.5K
|
9.45K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.64K- 39.67% |
$275K - $304K
|
2.49K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.81K+ 21.43% |
$1.14M - $1.27M
|
38.6K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.98K+ 9.95% |
$1.34M - $1.49M
|
88.2K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.89K+ 24.32% |
$654K - $724K
|
19.9K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-543- 24.39% |
$91.3K - $101K
|
1.68K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
40+ 1.62% |
$6.73K - $7.45K
|
2.51K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61.2K+ 67.02% |
$10.3M - $11.4M
|
152K
$28.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.2K+ 88.91% |
$10.5M - $11.6M
|
132K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 2.09% |
$6.22K - $6.89K
|
1.8K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-97- 0.81% |
$16.3K - $18.1K
|
11.8K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
644+ 21.57% |
$108K - $120K
|
3.63K
$675K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-89- 16.86% |
$15K - $16.6K
|
439
$81.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8K+ 18.92% |
$1.82M - $2.01M
|
67.9K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-120- 13.03% |
$20.2K - $22.3K
|
801
$149K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.14% |
$504 - $559
|
2.19K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.11K- 0.25% |
$522K - $578K
|
1.25M
$233M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
569+ 4.9% |
$95.7K - $106K
|
12.2K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
105+ 8.72% |
$17.7K - $19.6K
|
1.31K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$16.2K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-37.7K- 88.11% |
$6.34M - $7.02M
|
5.09K
$947K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
306+ 2.39% |
$51.5K - $57K
|
13.1K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.42K+ 10.58% |
$575K - $637K
|
35.7K
$6.65M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.8K- 14.95% |
$1.82M - $2.01M
|
61.6K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30.5KNew |
$5.13M - $5.68M
|
30.5K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 13.45% |
$331K - $366K
|
16.6K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-647- 99.54% |
$109K - $120K
|
3
$558
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.23K+ 1.56% |
$879K - $974K
|
341K
$63.4M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.25KNew |
$379K - $420K
|
2.25K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.99K+ 73.4% |
$1.01M - $1.12M
|
14.2K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 0.16% |
$336 - $372
|
1.22K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 30.73% |
$321K - $356K
|
8.13K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
220+ 10.16% |
$37K - $41K
|
2.39K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.01K- 0.61% |
$506K - $561K
|
492K
$91.5M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
17.8K+ 27.08% |
$2.99M - $3.31M
|
83.4K
$15.5M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.07K+ 54.18% |
$853K - $945K
|
14.4K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.31KNew |
$219K - $243K
|
1.31K
$243K
|
|
|
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
$337K
|