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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
100+ 10.58% |
$18.2K - $19.5K
|
1.05K
$200K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
519+ 8.71% |
$94.6K - $101K
|
6.48K
$1.24M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.28K+ 6.52% |
$233K - $248K
|
20.9K
$3.99M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
31+ 0.8% |
$5.65K - $6.03K
|
3.92K
$749K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.68K+ 5.27% |
$671K - $716K
|
73.5K
$14M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 3.27% |
$13.5K - $14.4K
|
2.19K
$418K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
496+ 7.45% |
$90.4K - $96.5K
|
7.16K
$1.37M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.91K+ 1.32% |
$531K - $566K
|
223K
$42.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-17.8K- 92.0% |
$3.25M - $3.46M
|
1.55K
$296K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-349- 2.91% |
$63.6K - $67.9K
|
11.7K
$2.23M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-58- 3.4% |
$10.6K - $11.3K
|
1.65K
$315K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-161- 2.23% |
$29.4K - $31.3K
|
7.07K
$1.35M
|
|
| Q2 2025 | |||||||
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-589- 3.06% |
$89.8K - $108K
|
18.6K
$3.56M
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
9+ 0.13% |
$1.37K - $1.65K
|
7.03K
$1.34M
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
810New |
$123K - $148K
|
810
$155K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.0% |
$305 - $366
|
642K
$123M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-6.51K- 93.59% |
$992K - $1.19M
|
446
$85.2K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
1.56K+ 51.19% |
$238K - $286K
|
4.62K
$882K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.24K- 4.78% |
$494K - $593K
|
64.6K
$12.3M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-540- 7.2% |
$82.3K - $98.7K
|
6.96K
$1.33M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-55.4KClosed |
$8.44M - $10.1M
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.2K- 4.34% |
$8.42M - $10.1M
|
1.22M
$232M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
7.58K+ 538.73% |
$1.16M - $1.39M
|
8.99K
$1.72M
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$282K - $338K
|
1.85K
$353K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2K+ 9.58% |
$1.71M - $2.06M
|
129K
$24.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
232New |
$35.4K - $42.4K
|
232
$44.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.3KNew |
$808K - $969K
|
5.3K
$1.01M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
11.2KNew |
$1.7M - $2.04M
|
11.2K
$2.14M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
53KNew |
$8.07M - $9.68M
|
53K
$10.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
957+ 25.23% |
$146K - $175K
|
4.75K
$907K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-369K- 67.97% |
$56.2M - $67.4M
|
174K
$33.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.29K+ 6.91% |
$349K - $419K
|
35.5K
$6.78M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-3.32K- 48.59% |
$506K - $607K
|
3.51K
$671K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-473K- 79.59% |
$72M - $86.4M
|
121K
$23.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.1K+ 17.2% |
$319K - $383K
|
14.3K
$2.73M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
197+ 4.62% |
$30K - $36K
|
4.46K
$852K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.47K- 18.56% |
$529K - $634K
|
15.2K
$2.91M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
197+ 12.89% |
$30K - $36K
|
1.73K
$329K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
87+ 3.69% |
$13.3K - $15.9K
|
2.44K
$466K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 10.51% |
$383K - $460K
|
21.4K
$4.09M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09K+ 2.27% |
$165K - $198K
|
48.8K
$9.33M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.9K- 55.05% |
$5.32M - $6.38M
|
28.5K
$5.44M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.74K+ 542.19% |
$264K - $317K
|
2.06K
$393K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
57+ 2.32% |
$8.69K - $10.4K
|
2.52K
$481K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-6.17K- 0.78% |
$941K - $1.13M
|
782K
$149M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.29K+ 11.94% |
$350K - $419K
|
21.5K
$4.11M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.16% |
$152 - $183
|
621
$119K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.1K+ 8.0% |
$319K - $383K
|
28.3K
$5.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.61K+ 3.17% |
$397K - $477K
|
84.9K
$16.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
574K+ 6.01% |
$87.5M - $105M
|
10.1M
$1.93B
|
|