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 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.73K- 10.88% |
$263K - $315K
|
14.1K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-165- 1.85% |
$25.1K - $30.2K
|
8.74K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-57- 4.0% |
$8.69K - $10.4K
|
1.37K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.67K+ 5.5% |
$254K - $305K
|
32K
$5.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.83K+ 7.44% |
$584K - $700K
|
55.3K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$152 - $183
|
2.01K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 2.31% |
$194K - $232K
|
56.4K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.68% |
$11K - $13.2K
|
10.6K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 6.13% |
$22.9K - $27.4K
|
2.6K
$476K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.7K- 19.66% |
$2.54M - $3.05M
|
68.2K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
614+ 1.78% |
$93.6K - $112K
|
35K
$6.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$152 - $183
|
1
$183
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-638- 16.6% |
$97.2K - $117K
|
3.21K
$588K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.16KNew |
$177K - $213K
|
1.16K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.69K+ 396.5% |
$1.02M - $1.22M
|
8.38K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-13- 0.42% |
$1.98K - $2.38K
|
3.06K
$562K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.18K+ 1.43% |
$179K - $215K
|
83.5K
$15.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 13.58% |
$2.91M - $3.49M
|
160K
$29.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-310- 4.2% |
$47.3K - $56.7K
|
7.07K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.86K+ 4.41% |
$436K - $523K
|
67.7K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.03K- 62.89% |
$462K - $554K
|
1.79K
$328K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-355- 4.58% |
$54.1K - $64.9K
|
7.39K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-13.3K- 8.22% |
$2.03M - $2.43M
|
149K
$27.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
133K+ 58.01% |
$20.3M - $24.4M
|
364K
$66.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.6K+ 4.7% |
$1.93M - $2.31M
|
282K
$51.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 3.17% |
$3.05K - $3.66K
|
651
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
389+ 5.46% |
$59.3K - $71.1K
|
7.52K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.24% |
$915 - $1.1K
|
2.55K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 0.36% |
$1.52K - $1.83K
|
2.76K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.45K+ 3.56% |
$221K - $266K
|
42.2K
$7.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
12.8K+ 10.39% |
$1.95M - $2.34M
|
136K
$25M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-235- 8.4% |
$35.8K - $43K
|
2.56K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 2.53% |
$9.15K - $11K
|
2.31K
$423K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.61K- 70.64% |
$398K - $477K
|
1.09K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11K+ 18.45% |
$169K - $203K
|
7.13K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.43% |
$1.83K - $2.19K
|
2.8K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-37- 6.94% |
$5.64K - $6.76K
|
496
$91K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.99K+ 62.48% |
$456K - $547K
|
7.79K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.26K- 2.15% |
$192K - $231K
|
57.3K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.19K+ 6.07% |
$1.1M - $1.31M
|
125K
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.1KNew |
$472K - $566K
|
3.1K
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-174- 4.89% |
$26.5K - $31.8K
|
3.38K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
578+ 22.13% |
$88.1K - $106K
|
3.19K
$585K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.3K- 79.08% |
$2.94M - $3.53M
|
5.11K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 1.28% |
$3.03M - $3.63M
|
1.57M
$288M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.24K+ 13.75% |
$189K - $227K
|
10.3K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
193+ 1.6% |
$29.4K - $35.3K
|
12.2K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-61- 8.74% |
$9.3K - $11.2K
|
637
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.2KNew |
$4.6M - $5.52M
|
30.2K
$5.54M
|