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 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.1% |
$1.85K - $2.05K
|
11.4K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-213- 1.98% |
$35.8K - $39.7K
|
10.5K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.7K- 20.32% |
$2.14M - $2.37M
|
50K
$9.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 9.82% |
$262K - $290K
|
17.4K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
241+ 1.56% |
$40.5K - $44.9K
|
15.7K
$2.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12KNew |
$2.01M - $2.23M
|
12K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
41+ 1.88% |
$6.89K - $7.63K
|
2.22K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-657- 5.02% |
$110K - $122K
|
12.4K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.16K- 8.79% |
$363K - $401K
|
22.4K
$4.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.4K- 53.75% |
$740K - $820K
|
3.79K
$705K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-71- 4.5% |
$11.9K - $13.2K
|
1.51K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-659- 2.25% |
$111K - $123K
|
28.7K
$5.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-34.5K- 25.77% |
$5.81M - $6.43M
|
99.5K
$18.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
82+ 0.65% |
$13.8K - $15.3K
|
12.7K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.97K+ 9.8% |
$330K - $366K
|
22K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
277New |
$46.6K - $51.6K
|
277
$51.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
14.9K+ 623.26% |
$2.51M - $2.78M
|
17.3K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.64KNew |
$275K - $305K
|
1.64K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
444+ 13.78% |
$74.7K - $82.7K
|
3.67K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-100- 5.13% |
$16.8K - $18.6K
|
1.85K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12- 0.78% |
$2.02K - $2.23K
|
1.53K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.26KNew |
$212K - $235K
|
1.26K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
17.8KNew |
$2.99M - $3.32M
|
17.8K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-8- 0.32% |
$1.35K - $1.49K
|
2.48K
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
525+ 11.75% |
$88.3K - $97.8K
|
4.99K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.22K+ 3.33% |
$373K - $413K
|
68.9K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19K+ 394.8% |
$3.19M - $3.54M
|
23.8K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.3K+ 13.7% |
$1.91M - $2.11M
|
94K
$17.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-143- 8.9% |
$24K - $26.6K
|
1.46K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.01K+ 6.38% |
$170K - $188K
|
16.8K
$3.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38.6K+ 29.8% |
$6.48M - $7.18M
|
168K
$31.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.36K+ 8.29% |
$397K - $440K
|
30.8K
$5.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
274+ 0.09% |
$46.1K - $51K
|
295K
$54.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
521+ 0.62% |
$87.6K - $97K
|
85.2K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$312K - $345K
|
1.85K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-35- 0.4% |
$5.89K - $6.52K
|
8.67K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
128New |
$21.5K - $23.8K
|
128
$23.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7- 0.11% |
$1.18K - $1.3K
|
6.25K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
47+ 0.16% |
$7.9K - $8.75K
|
29.3K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.23K+ 21.43% |
$374K - $415K
|
12.6K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.07K+ 8.4% |
$181K - $200K
|
13.9K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.21K- 1.25% |
$204K - $226K
|
95.7K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-19- 1.26% |
$3.2K - $3.54K
|
1.49K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
45+ 1.95% |
$7.57K - $8.38K
|
2.35K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.5K+ 9.83% |
$9.49M - $10.5M
|
631K
$117M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.29KNew |
$217K - $240K
|
1.29K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 37.31% |
$225K - $250K
|
2.25K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
121+ 1.8% |
$20.3K - $22.5K
|
6.83K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.46K+ 7.61% |
$245K - $271K
|
20.6K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
41New |
$6.89K - $7.63K
|
41
$7.63K
|