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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
107+ 0.65% |
$19.5K - $20.8K
|
16.6K
$3.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-600- 1.94% |
$109K - $117K
|
30.3K
$5.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-62- 0.22% |
$11.3K - $12.1K
|
27.6K
$5.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-8.69K- 18.5% |
$1.58M - $1.69M
|
38.3K
$7.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-216- 9.05% |
$39.4K - $42K
|
2.17K
$414K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.4K- 26.44% |
$4.81M - $5.13M
|
73.4K
$14M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 11.59% |
$225K - $240K
|
9.4K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-106- 8.27% |
$19.3K - $20.6K
|
1.18K
$225K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.25K- 10.75% |
$411K - $438K
|
18.7K
$3.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
859+ 0.79% |
$157K - $167K
|
110K
$21M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
149+ 5.2% |
$27.2K - $29K
|
3.01K
$575K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-27- 8.46% |
$4.92K - $5.25K
|
292
$55.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-358- 1.76% |
$65.3K - $69.6K
|
20K
$3.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-6.17K- 43.43% |
$1.12M - $1.2M
|
8.03K
$1.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-111- 6.39% |
$20.2K - $21.6K
|
1.63K
$311K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.02K- 6.96% |
$550K - $587K
|
40.3K
$7.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
9.28K+ 4.95% |
$1.69M - $1.81M
|
197K
$37.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-657- 21.58% |
$120K - $128K
|
2.39K
$456K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92+ 2.75% |
$16.8K - $17.9K
|
3.44K
$657K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-120- 1.06% |
$21.9K - $23.3K
|
11.3K
$2.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.8K- 6.95% |
$510K - $544K
|
37.4K
$7.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-697- 7.65% |
$127K - $136K
|
8.41K
$1.61M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-10.1K- 17.06% |
$1.85M - $1.97M
|
49.3K
$9.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.09KNew |
$199K - $212K
|
1.09K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.23K- 40.49% |
$225K - $240K
|
1.81K
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34- 1.78% |
$6.2K - $6.61K
|
1.88K
$359K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-210- 60.0% |
$38.3K - $40.8K
|
140
$26.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
246New |
$44.9K - $47.8K
|
246
$47K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.12K+ 1.92% |
$205K - $218K
|
59.7K
$11.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
1.44KNew |
$263K - $280K
|
1.44K
$275K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-266- 12.46% |
$48.5K - $51.7K
|
1.87K
$357K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-118- 4.07% |
$21.5K - $23K
|
2.78K
$532K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
352+ 4.13% |
$64.2K - $68.5K
|
8.88K
$1.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.16K+ 2.03% |
$211K - $225K
|
58.2K
$11.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
617+ 6.76% |
$112K - $120K
|
9.74K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12.8K- 19.25% |
$2.34M - $2.5M
|
53.9K
$10.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.0% |
$353K - $377K
|
95.1K
$18.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-499- 20.14% |
$91K - $97.1K
|
1.98K
$378K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.59K- 2.32% |
$290K - $309K
|
67K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11.4K+ 8.34% |
$2.08M - $2.22M
|
148K
$28.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
190+ 1.26% |
$34.6K - $37K
|
15.2K
$2.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.47K+ 4.98% |
$267K - $285K
|
30.9K
$5.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-47K- 33.01% |
$8.56M - $9.13M
|
95.3K
$18.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.03K+ 1.62% |
$1.65M - $1.76M
|
566K
$108M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-373K- 99.39% |
$68M - $72.6M
|
2.31K
$441K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 5.68% |
$308K - $329K
|
31.4K
$6M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
366+ 8.02% |
$66.7K - $71.2K
|
4.93K
$942K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
51.1K+ 1.73% |
$9.31M - $9.93M
|
3.01M
$574M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.64K- 1.58% |
$481K - $513K
|
164K
$31.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
602+ 4.37% |
$110K - $117K
|
14.4K
$2.75M
|