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 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.4K+ 8.43% |
$9.83M - $10.9M
|
751K
$140M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-9.11K- 23.33% |
$1.53M - $1.7M
|
29.9K
$5.57M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-69K- 2.88% |
$11.6M - $12.8M
|
2.33M
$433M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.32M+ 7.82% |
$222M - $246M
|
18.2M
$3.38B
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
528+ 17.45% |
$88.8K - $98.3K
|
3.55K
$661K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 19.56% |
$178K - $197K
|
6.46K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
604+ 6.47% |
$102K - $112K
|
9.94K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-192- 5.96% |
$32.3K - $35.8K
|
3.03K
$564K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.38K+ 11.31% |
$1.58M - $1.75M
|
92.3K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
210+ 3.81% |
$35.3K - $39.1K
|
5.73K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
206+ 11.23% |
$34.6K - $38.4K
|
2.04K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-37- 20.79% |
$6.22K - $6.89K
|
141
$26.2K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.97K- 4.41% |
$499K - $553K
|
64.3K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
492+ 5.72% |
$82.7K - $91.6K
|
9.1K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.61K+ 3.27% |
$1.45M - $1.6M
|
272K
$50.6M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.77K+ 14.84% |
$1.14M - $1.26M
|
52.4K
$9.74M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-608- 12.81% |
$102K - $113K
|
4.14K
$769K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
278+ 3.06% |
$46.7K - $51.8K
|
9.36K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 42.2% |
$183K - $203K
|
1.49K
$277K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
620New |
$104K - $115K
|
620
$115K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
118+ 9.02% |
$19.8K - $22K
|
1.43K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-198- 2.48% |
$33.3K - $36.9K
|
7.79K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15.2K+ 50.69% |
$2.55M - $2.83M
|
45.1K
$8.4M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.36KNew |
$228K - $253K
|
1.36K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 6.38% |
$2.51M - $2.77M
|
219K
$40.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42.6K- 91.56% |
$7.16M - $7.93M
|
3.93K
$730K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
46.7K+ 12.72% |
$7.85M - $8.69M
|
414K
$77M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-193- 55.3% |
$32.5K - $35.9K
|
156
$29K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.36K- 28.79% |
$229K - $254K
|
3.37K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-15.3K- 28.86% |
$2.57M - $2.85M
|
37.7K
$7.01M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.58K+ 23.55% |
$1.44M - $1.6M
|
45K
$8.37M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.6K- 68.62% |
$942K - $1.04M
|
2.56K
$476K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-25- 0.93% |
$4.2K - $4.66K
|
2.67K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.1K+ 2.49% |
$2.04M - $2.26M
|
499K
$92.9M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-42- 3.46% |
$7.06K - $7.82K
|
1.17K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.9K+ 8.24% |
$823K - $912K
|
64.3K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
298+ 0.21% |
$50.1K - $55.5K
|
139K
$25.9M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.17K+ 2.79% |
$196K - $217K
|
43K
$7.99M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.05K+ 52.9% |
$1.02M - $1.13M
|
17.5K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
24.1K+ 12.69% |
$4.05M - $4.49M
|
214K
$39.8M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-477- 2.76% |
$80.2K - $88.8K
|
16.8K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-357- 11.91% |
$60K - $66.5K
|
2.64K
$491K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.82K+ 1.65% |
$1.15M - $1.27M
|
420K
$78M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-263- 4.08% |
$44.2K - $49K
|
6.18K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.43K- 45.28% |
$240K - $266K
|
1.73K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$496K - $550K
|
2.95K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-322- 3.99% |
$54.1K - $60K
|
7.76K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.3K+ 14.08% |
$5.26M - $5.83M
|
254K
$47.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 6.68% |
$22.6M - $25M
|
2.15M
$400M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
765+ 7.72% |
$129K - $142K
|
10.7K
$1.99M
|