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 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
117+ 6.87% |
$17.8K - $21.4K
|
1.82K
$350K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.4K+ 8.27% |
$1.74M - $2.09M
|
150K
$28.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-127- 2.46% |
$19.4K - $23.2K
|
5.04K
$970K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
359New |
$54.7K - $65.6K
|
359
$69K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
952+ 7.94% |
$145K - $174K
|
12.9K
$2.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.52K+ 7.72% |
$232K - $278K
|
21.2K
$4.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18.2K- 76.36% |
$2.77M - $3.32M
|
5.63K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.99K+ 28.66% |
$760K - $912K
|
22.4K
$4.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-138- 3.42% |
$21K - $25.2K
|
3.89K
$749K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
48+ 4.18% |
$7.32K - $8.78K
|
1.2K
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
175K+ 7.5% |
$26.6M - $31.9M
|
2.5M
$481M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.56KNew |
$237K - $285K
|
1.56K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-65- 73.86% |
$9.91K - $11.9K
|
23
$4.42K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.3K- 25.06% |
$2.49M - $2.99M
|
48.9K
$9.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.08KNew |
$622K - $746K
|
4.08K
$785K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-9.65K- 57.67% |
$1.47M - $1.76M
|
7.08K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.23KNew |
$188K - $225K
|
1.23K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
40New |
$6.1K - $7.31K
|
40
$7.69K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.22K+ 2.41% |
$490K - $588K
|
137K
$26.3M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.17KNew |
$178K - $214K
|
1.17K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
127+ 6.04% |
$19.4K - $23.2K
|
2.23K
$429K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-220- 18.64% |
$33.5K - $40.2K
|
960
$185K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
139+ 6.03% |
$21.2K - $25.4K
|
2.45K
$470K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
75New |
$11.4K - $13.7K
|
75
$14.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-429- 14.95% |
$65.4K - $78.4K
|
2.44K
$469K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 0.35% |
$332K - $398K
|
633K
$122M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
48New |
$7.32K - $8.78K
|
48
$9.23K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14.9K- 6.11% |
$2.27M - $2.72M
|
229K
$44M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17.9K+ 3.2% |
$2.72M - $3.26M
|
576K
$111M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
486+ 38.09% |
$74.1K - $88.9K
|
1.76K
$339K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 7.54% |
$852K - $1.02M
|
79.7K
$15.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 135.09% |
$585K - $702K
|
6.68K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.5K+ 146.2% |
$4.04M - $4.84M
|
44.6K
$8.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
656+ 21866.67% |
$100K - $120K
|
659
$127K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
835+ 2.21% |
$127K - $153K
|
38.7K
$7.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
24.2K+ 1969.24% |
$3.69M - $4.42M
|
25.4K
$4.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-482- 9.65% |
$73.5K - $88.1K
|
4.52K
$868K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-28K- 7.28% |
$4.26M - $5.11M
|
356K
$68.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-204- 7.2% |
$31.1K - $37.3K
|
2.63K
$506K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.74K- 1.85% |
$266K - $318K
|
92.3K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-501- 1.38% |
$76.4K - $91.6K
|
35.8K
$6.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.86K- 42.38% |
$589K - $706K
|
5.25K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.6K- 4.16% |
$396K - $475K
|
59.8K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
665+ 15.8% |
$101K - $122K
|
4.88K
$937K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
131+ 1.67% |
$20K - $23.9K
|
8K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
414+ 11.01% |
$63.1K - $75.7K
|
4.17K
$803K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.88K- 7.93% |
$287K - $344K
|
21.8K
$4.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
625K+ 1.96% |
$95.2M - $114M
|
32.5M
$6.25B
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-182K- 72.86% |
$27.7M - $33.3M
|
67.8K
$13M
|