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 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-409K- 10.31% |
$68.7M - $76.1M
|
3.56M
$661M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-372- 14.45% |
$62.6K - $69.3K
|
2.2K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.2KNew |
$202K - $224K
|
1.2K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.15KNew |
$193K - $214K
|
1.15K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
12KNew |
$2.02M - $2.23M
|
12K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.7K+ 21.26% |
$790K - $875K
|
26.8K
$4.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
362+ 4.82% |
$60.9K - $67.4K
|
7.87K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.16K+ 4.45% |
$700K - $775K
|
97.6K
$18.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.95K+ 9.98% |
$1M - $1.11M
|
65.6K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-153- 14.5% |
$25.7K - $28.5K
|
902
$168K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-20- 1.61% |
$3.36K - $3.72K
|
1.22K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
580+ 35.91% |
$97.5K - $108K
|
2.2K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
333+ 1.56% |
$56K - $62K
|
21.6K
$4.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.07K+ 0.97% |
$180K - $199K
|
112K
$20.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-242- 7.87% |
$40.7K - $45.1K
|
2.83K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.5K+ 22.07% |
$2.11M - $2.33M
|
69.3K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 23.15% |
$291K - $322K
|
9.2K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
715+ 21.0% |
$120K - $133K
|
4.12K
$766K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-635- 27.51% |
$107K - $118K
|
1.67K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-72- 9.59% |
$12.1K - $13.4K
|
679
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-12.5K- 90.72% |
$2.1M - $2.33M
|
1.28K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
460+ 24.56% |
$77.4K - $85.7K
|
2.33K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
39.3K+ 7.78% |
$6.62M - $7.33M
|
545K
$101M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-3- 0.18% |
$504 - $559
|
1.68K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-504- 1.11% |
$84.8K - $93.8K
|
44.9K
$8.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.84K+ 2.16% |
$477K - $528K
|
134K
$24.9M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
602New |
$101K - $112K
|
602
$112K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
175+ 6.75% |
$29.4K - $32.6K
|
2.77K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
134+ 7.96% |
$22.5K - $25K
|
1.82K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 1.28% |
$8.41K - $9.31K
|
3.86K
$718K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
218+ 8.5% |
$36.7K - $40.6K
|
2.78K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.34K- 2.94% |
$225K - $250K
|
44.3K
$8.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
110K+ 10.48% |
$18.5M - $20.4M
|
1.16M
$215M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-996- 17.14% |
$167K - $185K
|
4.82K
$896K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
56+ 0.52% |
$9.42K - $10.4K
|
10.9K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 7.26% |
$5.04K - $5.59K
|
443
$82.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 17.05% |
$458K - $507K
|
18.7K
$3.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
66+ 2.6% |
$11.1K - $12.3K
|
2.61K
$485K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.75K+ 8.52% |
$462K - $512K
|
35K
$6.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
5.35K+ 11.93% |
$899K - $995K
|
50.1K
$9.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.74K- 4.28% |
$965K - $1.07M
|
128K
$23.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
23+ 4.83% |
$3.87K - $4.28K
|
499
$92.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
333New |
$56K - $62K
|
333
$61.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 15.38% |
$2.02K - $2.23K
|
66
$12.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.43K+ 11.43% |
$409K - $453K
|
23.7K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65New |
$10.9K - $12.1K
|
65
$12.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 3.0% |
$7.06K - $7.82K
|
1.44K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12- 0.24% |
$2.02K - $2.23K
|
4.89K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.64K- 8.27% |
$444K - $491K
|
29.3K
$5.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.7K- 49.5% |
$5.16M - $5.72M
|
31.3K
$5.82M
|