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 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-18- 1.0% |
$3.03K - $3.35K
|
1.79K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.55K+ 29.54% |
$261K - $289K
|
6.81K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.9K+ 18.29% |
$7.73M - $8.55M
|
297K
$55.3M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45+ 93.75% |
$7.57K - $8.38K
|
93
$17.3K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
19.7KNew |
$3.31M - $3.66M
|
19.7K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.7K+ 19.81% |
$1.98M - $2.19M
|
71K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
19.7K+ 30.25% |
$3.31M - $3.67M
|
84.9K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
35+ 0.59% |
$5.89K - $6.52K
|
5.93K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-839- 3.09% |
$141K - $156K
|
26.3K
$4.9M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.37KNew |
$1.07M - $1.19M
|
6.37K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-22- 40.0% |
$3.7K - $4.1K
|
33
$6.14K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-125- 3.86% |
$21K - $23.3K
|
3.11K
$578K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-29- 1.19% |
$4.88K - $5.4K
|
2.42K
$450K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-158- 2.21% |
$26.6K - $29.4K
|
6.99K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-326- 6.15% |
$54.8K - $60.7K
|
4.98K
$926K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.98K+ 9.61% |
$1.01M - $1.11M
|
68.2K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.7K- 93.26% |
$3.66M - $4.05M
|
1.57K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.92K- 5.87% |
$323K - $358K
|
30.8K
$5.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33.4K+ 7.21% |
$5.62M - $6.22M
|
496K
$92.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.36K+ 7.58% |
$902K - $998K
|
76.1K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.06K- 10.55% |
$1.02M - $1.13M
|
51.3K
$9.55M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
666+ 1.65% |
$112K - $124K
|
41K
$7.62M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
11K+ 1.48% |
$1.85M - $2.05M
|
755K
$140M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-671- 0.89% |
$113K - $125K
|
74.4K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-128- 33.42% |
$21.5K - $23.8K
|
255
$47.4K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
785+ 8.95% |
$132K - $146K
|
9.55K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.8K- 6.75% |
$2.32M - $2.57M
|
191K
$35.5M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
349New |
$58.7K - $65K
|
349
$64.9K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
5.32KNew |
$895K - $991K
|
5.32K
$990K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.75K+ 6.21% |
$462K - $511K
|
47K
$8.74M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.11% |
$168 - $186
|
948
$176K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 52.91% |
$690K - $764K
|
3.65K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.83K+ 132.32% |
$308K - $341K
|
3.21K
$598K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.91K+ 25.44% |
$1.33M - $1.47M
|
39K
$7.25M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.84K+ 13.94% |
$1.65M - $1.83M
|
80.4K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 35.33% |
$27.7K - $30.7K
|
632
$118K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-35- 0.62% |
$5.89K - $6.52K
|
5.64K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
296New |
$49.8K - $55.1K
|
296
$55.1K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-806- 2.83% |
$136K - $150K
|
27.6K
$5.14M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
577+ 109.28% |
$97K - $107K
|
1.11K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 13.73% |
$2.26M - $2.5M
|
111K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.9K+ 17.55% |
$2.5M - $2.77M
|
99.8K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.65K+ 4.64% |
$614K - $680K
|
82.4K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-95- 5.85% |
$16K - $17.7K
|
1.53K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.08K+ 4.94% |
$854K - $945K
|
108K
$20M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-580- 15.54% |
$97.5K - $108K
|
3.15K
$586K
|
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
BUY
|
- |
224+ 0.99% |
$37.7K - $41.7K
|
22.8K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
624+ 9.07% |
$105K - $116K
|
7.5K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17.2K+ 3.27% |
$2.9M - $3.21M
|
545K
$101M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-250- 15.52% |
$42K - $46.6K
|
1.36K
$253K
|