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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-141- 0.55% |
$21.5K - $25.8K
|
25.6K
$4.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.76KNew |
$267K - $321K
|
1.76K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
32+ 11.76% |
$4.88K - $5.85K
|
304
$55.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.69K+ 11.72% |
$1.48M - $1.77M
|
92.4K
$16.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.49K+ 99.0% |
$227K - $272K
|
2.99K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4+ 0.08% |
$610 - $731
|
4.91K
$901K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-14.1K- 6.66% |
$2.15M - $2.58M
|
198K
$36.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.22KNew |
$643K - $772K
|
4.22K
$774K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-708- 3.42% |
$108K - $129K
|
20K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$7.62K - $9.14K
|
50
$9.17K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-215- 2.32% |
$32.8K - $39.3K
|
9.03K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-129- 8.08% |
$19.7K - $23.6K
|
1.47K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
6.56K+ 7.06% |
$1M - $1.2M
|
99.5K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.28K- 14.21% |
$196K - $235K
|
7.75K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.88K+ 17.89% |
$896K - $1.07M
|
38.7K
$7.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11K+ 15.18% |
$322K - $386K
|
16K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
13.2K+ 10.66% |
$2.01M - $2.41M
|
137K
$25.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
872+ 56.55% |
$133K - $159K
|
2.41K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-564- 20.45% |
$86K - $103K
|
2.19K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-436- 4.14% |
$66.5K - $79.7K
|
10.1K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-179- 5.57% |
$27.3K - $32.7K
|
3.03K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.35K- 7.18% |
$511K - $613K
|
43.3K
$7.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-10.3K- 10.05% |
$1.57M - $1.89M
|
92.5K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.14K- 6.18% |
$326K - $392K
|
32.5K
$5.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-816- 3.52% |
$124K - $149K
|
22.4K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
7.32KNew |
$1.11M - $1.34M
|
7.32K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 69.56% |
$2.21M - $2.65M
|
35.3K
$6.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.82K+ 9.38% |
$1.34M - $1.61M
|
103K
$18.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.14K+ 25.61% |
$783K - $940K
|
25.2K
$4.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
974+ 4.17% |
$148K - $178K
|
24.4K
$4.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3- 0.23% |
$457 - $548
|
1.31K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-591- 3.78% |
$90.1K - $108K
|
15K
$2.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-649- 14.73% |
$98.9K - $119K
|
3.76K
$689K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-198- 51.7% |
$30.2K - $36.2K
|
185
$33.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
212+ 5.84% |
$32.3K - $38.8K
|
3.84K
$705K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8.99K+ 13.31% |
$1.37M - $1.64M
|
76.5K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.58K- 16.75% |
$546K - $655K
|
17.8K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 3.71% |
$916K - $1.1M
|
156K
$28.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
120+ 8.96% |
$18.3K - $21.9K
|
1.46K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.5KNew |
$381K - $457K
|
2.5K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.37K+ 50.8% |
$209K - $251K
|
4.08K
$748K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.7K- 0.99% |
$3.77M - $4.52M
|
2.46M
$452M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-402- 65.15% |
$61.3K - $73.5K
|
215
$39.4K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.85K+ 30.31% |
$586K - $703K
|
16.5K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
447+ 17.97% |
$68.1K - $81.7K
|
2.93K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-483- 12.33% |
$73.6K - $88.3K
|
3.43K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
207+ 9.5% |
$31.6K - $37.8K
|
2.39K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.75K- 27.24% |
$572K - $686K
|
10K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
13.1K+ 1.94% |
$2M - $2.39M
|
687K
$126M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
573+ 6.87% |
$87.3K - $105K
|
8.91K
$1.63M
|