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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 22.08% |
$2.02M - $2.42M
|
73.3K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.7K+ 4.84% |
$258K - $310K
|
36.7K
$7.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.59K- 4.17% |
$852K - $1.02M
|
128K
$24.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-9- 15.25% |
$1.37K - $1.65K
|
50
$9.61K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
733+ 12.25% |
$112K - $134K
|
6.72K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
50+ 3.42% |
$7.62K - $9.14K
|
1.51K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 14.29% |
$3.81K - $4.57K
|
150
$28.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-105- 6.33% |
$16K - $19.2K
|
1.55K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-301- 3.21% |
$45.9K - $55K
|
9.07K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-60- 0.71% |
$9.15K - $11K
|
8.4K
$1.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
32+ 2.47% |
$4.88K - $5.85K
|
1.33K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.74K+ 1.42% |
$1.18M - $1.41M
|
553K
$106M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-916- 7.76% |
$140K - $167K
|
10.9K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-231- 2.77% |
$35.2K - $42.2K
|
8.12K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.95K+ 30.68% |
$298K - $357K
|
8.32K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
52+ 1.57% |
$7.93K - $9.51K
|
3.36K
$646K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
250+ 1.1% |
$38.1K - $45.7K
|
23K
$4.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.29K- 4.64% |
$197K - $236K
|
26.5K
$5.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17.6K- 8.41% |
$2.68M - $3.21M
|
191K
$36.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
177+ 13.5% |
$27K - $32.4K
|
1.49K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8- 0.45% |
$1.22K - $1.46K
|
1.78K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-27- 1.56% |
$4.12K - $4.94K
|
1.7K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-11.2K- 33.42% |
$1.7M - $2.04M
|
22.3K
$4.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.16% |
$152 - $183
|
645
$124K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
434+ 7.73% |
$66.2K - $79.3K
|
6.05K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.54K- 3.98% |
$1.3M - $1.56M
|
206K
$39.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1.4K+ 13.3% |
$213K - $256K
|
11.9K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-680- 5.52% |
$104K - $124K
|
11.6K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.13K+ 18.6% |
$324K - $389K
|
13.6K
$2.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.55K- 6.31% |
$389K - $466K
|
37.9K
$7.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.27K+ 1.5% |
$194K - $233K
|
86.4K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
42+ 1.7% |
$6.4K - $7.68K
|
2.52K
$484K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
148+ 6.52% |
$22.6K - $27.1K
|
2.42K
$465K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-44- 2.05% |
$6.71K - $8.04K
|
2.1K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
154+ 10.67% |
$23.5K - $28.2K
|
1.6K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
9.56K+ 14.86% |
$1.46M - $1.75M
|
73.9K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.4K+ 7.6% |
$822K - $986K
|
76.4K
$14.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14.9K- 6.11% |
$2.27M - $2.72M
|
229K
$44M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
640+ 17.45% |
$97.5K - $117K
|
4.31K
$828K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.75K+ 1.27% |
$572K - $686K
|
299K
$57.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.9K+ 47.99% |
$441K - $529K
|
8.93K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.1K+ 38.28% |
$3.83M - $4.59M
|
90.7K
$17.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-40- 0.72% |
$6.1K - $7.31K
|
5.5K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
327+ 15.03% |
$49.8K - $59.8K
|
2.5K
$481K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
264+ 9.49% |
$40.2K - $48.3K
|
3.05K
$586K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
7.73K+ 3.61% |
$1.18M - $1.41M
|
222K
$42.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-222- 1.69% |
$33.8K - $40.6K
|
12.9K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
38.8KNew |
$5.91M - $7.09M
|
38.8K
$7.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.18% |
$762 - $914
|
2.83K
$543K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
908+ 0.9% |
$138K - $166K
|
102K
$19.5M
|