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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
439+ 1.23% |
$73.8K - $81.7K
|
36.3K
$6.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.05K+ 1.79% |
$176K - $195K
|
59.5K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
440+ 9.47% |
$74K - $81.9K
|
5.09K
$946K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.63K- 1.48% |
$442K - $490K
|
175K
$32.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-96- 33.33% |
$16.1K - $17.9K
|
192
$35.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 3.86% |
$326K - $361K
|
52.3K
$9.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.54K- 3.15% |
$595K - $659K
|
109K
$20.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.81K- 44.6% |
$640K - $709K
|
4.73K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-357- 11.91% |
$60K - $66.5K
|
2.64K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 0.04% |
$172K - $190K
|
2.69M
$500M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16K+ 13.44% |
$2.69M - $2.97M
|
135K
$25.1M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.06% |
$16.8K - $18.6K
|
158K
$29.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
331New |
$55.7K - $61.6K
|
331
$61.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
2.57K+ 7.57% |
$432K - $479K
|
36.5K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
359+ 0.98% |
$60.4K - $66.8K
|
36.9K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.94K+ 8.36% |
$326K - $361K
|
25.1K
$4.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.75K+ 3.46% |
$630K - $698K
|
112K
$20.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.89K+ 16.18% |
$1.5M - $1.66M
|
63.9K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
19.1K+ 12.14% |
$3.22M - $3.56M
|
177K
$32.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13.1K+ 5.67% |
$2.2M - $2.44M
|
244K
$45.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-707- 55.49% |
$119K - $132K
|
567
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.12K+ 7.03% |
$861K - $953K
|
78K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 5.73% |
$1.9M - $2.11M
|
209K
$38.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-299- 2.46% |
$50.3K - $55.7K
|
11.8K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$379K - $419K
|
2.25K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
902+ 3.01% |
$152K - $168K
|
30.9K
$5.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.38KNew |
$400K - $443K
|
2.38K
$443K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-46- 2.53% |
$7.74K - $8.57K
|
1.77K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.46K+ 3.75% |
$246K - $272K
|
40.4K
$7.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
7.31K+ 13.28% |
$1.23M - $1.36M
|
62.4K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-5.45K- 26.41% |
$916K - $1.01M
|
15.2K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.71M+ 9.31% |
$456M - $505M
|
31.9M
$5.92B
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-107- 3.54% |
$18K - $19.9K
|
2.92K
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
353+ 1.19% |
$59.4K - $65.7K
|
30K
$5.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.28K+ 128.48% |
$720K - $797K
|
7.61K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-27.6K- 28.62% |
$4.65M - $5.15M
|
68.9K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
51+ 0.85% |
$8.58K - $9.5K
|
6.07K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.26K+ 6.97% |
$717K - $794K
|
65.4K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-176- 1.21% |
$29.6K - $32.8K
|
14.4K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
187+ 6.35% |
$31.4K - $34.8K
|
3.13K
$582K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-617- 0.89% |
$104K - $115K
|
68.6K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
36.3K+ 45.59% |
$6.11M - $6.77M
|
116K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14.4K+ 7.78% |
$2.42M - $2.68M
|
200K
$37.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.61K- 10.16% |
$943K - $1.04M
|
49.6K
$9.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.61K+ 17.7% |
$606K - $671K
|
24K
$4.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 5.32% |
$24K - $26.6K
|
2.83K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.95K+ 12.26% |
$328K - $363K
|
17.8K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
924New |
$155K - $172K
|
924
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.6K+ 4.46% |
$2.62M - $2.9M
|
365K
$67.9M
|