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 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
|
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
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.07K- 3.88% |
$684K - $757K
|
101K
$18.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-437K- 11.62% |
$73.4M - $81.3M
|
3.32M
$618M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.99K+ 1.57% |
$502K - $556K
|
193K
$35.9M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
100+ 4.43% |
$16.8K - $18.6K
|
2.36K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
160+ 6.91% |
$26.9K - $29.8K
|
2.48K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
42+ 1.93% |
$7.06K - $7.82K
|
2.22K
$413K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.18K- 0.36% |
$366K - $405K
|
597K
$111M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.27KNew |
$214K - $236K
|
1.27K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.62K+ 2.19% |
$272K - $301K
|
75.3K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59.9K+ 29.99% |
$10.1M - $11.2M
|
260K
$48.3M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
140+ 8.02% |
$23.5K - $26.1K
|
1.89K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.17K+ 4.82% |
$197K - $218K
|
25.5K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-103K- 33.65% |
$17.3M - $19.1M
|
203K
$37.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12+ 16.44% |
$2.02K - $2.23K
|
85
$15.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
3.85K+ 10.41% |
$648K - $717K
|
40.8K
$7.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
3.83K+ 7.63% |
$644K - $713K
|
54.1K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-453K- 11.92% |
$76.3M - $84.4M
|
3.35M
$623M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-102K- 96.55% |
$17.1M - $18.9M
|
3.63K
$675K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-48.2K- 18.34% |
$8.11M - $8.98M
|
215K
$40M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
29.2K+ 37.87% |
$4.9M - $5.43M
|
106K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.73K- 8.49% |
$292K - $323K
|
18.7K
$3.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.01% |
$1.18K - $1.3K
|
59.3K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
297+ 5.46% |
$49.9K - $55.3K
|
5.74K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.16K- 15.18% |
$699K - $774K
|
23.2K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
472+ 79.73% |
$79.4K - $87.9K
|
1.06K
$198K
|