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 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-14- 2.45% |
$2.35K - $2.61K
|
558
$104K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-573- 40.64% |
$96.4K - $107K
|
837
$156K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253New |
$42.5K - $47.1K
|
253
$47.1K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-5- 0.04% |
$841 - $931
|
13.3K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
436+ 8.94% |
$73.3K - $81.2K
|
5.31K
$988K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.16% |
$1.01K - $1.12K
|
3.68K
$685K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
55New |
$9.25K - $10.2K
|
55
$10.2K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-146- 3.74% |
$24.6K - $27.2K
|
3.76K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11.4K+ 3.32% |
$1.91M - $2.12M
|
354K
$65.8M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.3K+ 16.71% |
$2.56M - $2.84M
|
107K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
42+ 0.71% |
$7.06K - $7.82K
|
5.96K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-29.9K- 5.09% |
$5.03M - $5.57M
|
558K
$104M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 0.35% |
$1.85K - $2.05K
|
3.15K
$586K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
80+ 84.21% |
$13.5K - $14.9K
|
175
$32.6K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16.5K- 70.39% |
$2.78M - $3.08M
|
6.96K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.78K+ 30.82% |
$299K - $331K
|
7.55K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-17.3K- 30.63% |
$2.91M - $3.22M
|
39.2K
$7.3M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.35K- 2.6% |
$395K - $437K
|
88.1K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.39K+ 6.68% |
$402K - $445K
|
38.2K
$7.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-441- 1.28% |
$74.2K - $82.1K
|
34K
$6.33M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.73K+ 4.02% |
$1.13M - $1.25M
|
174K
$32.4M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.13K+ 0.68% |
$190K - $211K
|
166K
$31M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
11.8K+ 2.82% |
$1.98M - $2.2M
|
430K
$79.9M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.8K+ 12.04% |
$1.98M - $2.19M
|
110K
$20.4M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 11.82% |
$1.64M - $1.82M
|
92.2K
$17.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-868- 6.88% |
$146K - $162K
|
11.7K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-127K- 98.1% |
$21.3M - $23.6M
|
2.45K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
818+ 0.24% |
$138K - $152K
|
335K
$62.4M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.43K+ 88.46% |
$241K - $267K
|
3.05K
$568K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.85K+ 1.5% |
$1.32M - $1.46M
|
532K
$98.9M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.3KNew |
$218K - $241K
|
1.3K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-560- 9.35% |
$94.2K - $104K
|
5.43K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-267- 13.56% |
$44.9K - $49.7K
|
1.7K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-103- 1.25% |
$17.3K - $19.2K
|
8.15K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.61K- 8.48% |
$438K - $485K
|
28.1K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.32K- 9.22% |
$558K - $617K
|
32.7K
$6.08M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$1.18K - $1.3K
|
7
$1.3K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.15% |
$168 - $186
|
679
$126K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
834+ 11.27% |
$140K - $155K
|
8.23K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.39K+ 1.78% |
$737K - $817K
|
250K
$46.6M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 7.14% |
$11.8K - $13K
|
1.05K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
437+ 11.42% |
$73.5K - $81.4K
|
4.27K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.23K- 61.85% |
$1.05M - $1.16M
|
3.84K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
62+ 0.43% |
$10.4K - $11.5K
|
14.4K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
833+ 7.36% |
$140K - $155K
|
12.2K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 14.82% |
$14.6K - $16.2K
|
500
$93K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.99K- 17.52% |
$1.18M - $1.3M
|
32.9K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12K- 38.65% |
$2.01M - $2.23M
|
19K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
916+ 10.31% |
$154K - $171K
|
9.8K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
90+ 58.44% |
$15.1K - $16.8K
|
244
$45.4K
|