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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
564+ 5.02% |
$103K - $110K
|
11.8K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.29K- 2.99% |
$236K - $252K
|
42K
$8.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.6K- 40.56% |
$4.3M - $4.59M
|
34.6K
$6.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8K+ 173.06% |
$6.34M - $6.76M
|
54.9K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.8K+ 4.43% |
$876K - $934K
|
113K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
615+ 13.86% |
$112K - $120K
|
5.05K
$982K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.7K- 14.97% |
$1.94M - $2.07M
|
60.5K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.61K+ 128.78% |
$294K - $313K
|
2.86K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4+ 0.18% |
$729 - $778
|
2.18K
$424K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 10.83% |
$554K - $591K
|
25K
$4.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
387+ 14.97% |
$70.6K - $75.3K
|
2.97K
$578K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.97K+ 2.66% |
$542K - $578K
|
115K
$22.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.41K- 11.31% |
$256K - $273K
|
11K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.69K- 14.47% |
$491K - $523K
|
15.9K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
51New |
$9.3K - $9.92K
|
51
$9.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-503- 0.3% |
$91.7K - $97.8K
|
169K
$32.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
51KNew |
$9.3M - $9.92M
|
51K
$9.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-590- 11.23% |
$108K - $115K
|
4.66K
$906K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
211+ 0.31% |
$38.5K - $41K
|
68.1K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.37K+ 22.22% |
$1.71M - $1.82M
|
51.5K
$10M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-259- 1.67% |
$47.2K - $50.4K
|
15.2K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-5- 0.08% |
$912 - $973
|
6.5K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
144New |
$26.3K - $28K
|
144
$28K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
209+ 6.22% |
$38.1K - $40.7K
|
3.57K
$694K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
305+ 11.45% |
$55.6K - $59.3K
|
2.97K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
813+ 5.6% |
$148K - $158K
|
15.3K
$2.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.1K- 5.71% |
$2.94M - $3.14M
|
267K
$51.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-56- 6.07% |
$10.2K - $10.9K
|
866
$168K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.14K- 12.12% |
$208K - $222K
|
8.26K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.75K- 22.98% |
$319K - $340K
|
5.86K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
24+ 1.45% |
$4.38K - $4.67K
|
1.68K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-15.8K- 31.57% |
$2.89M - $3.08M
|
34.3K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.7K- 35.98% |
$674K - $719K
|
6.58K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.61K- 8.29% |
$293K - $312K
|
17.7K
$3.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
490New |
$89.3K - $95.3K
|
490
$95.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-59.9K- 22.34% |
$10.9M - $11.6M
|
208K
$40.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-907K- 17.4% |
$165M - $176M
|
4.3M
$836M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
365+ 15.05% |
$66.6K - $71K
|
2.79K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
435+ 8.8% |
$79.3K - $84.6K
|
5.38K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-101- 4.91% |
$18.4K - $19.6K
|
1.95K
$380K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-92.7K- 2.32% |
$16.9M - $18M
|
3.91M
$760M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$18.2K - $19.5K
|
100
$19.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.2K- 24.24% |
$4.23M - $4.51M
|
72.5K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
178+ 6.74% |
$32.5K - $34.6K
|
2.82K
$548K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
72+ 17.56% |
$13.1K - $14K
|
482
$93.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$839K - $895K
|
4.6K
$894K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.27K- 3.31% |
$413K - $441K
|
66.2K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-8.31K- 10.74% |
$1.52M - $1.62M
|
69.1K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.9K- 8.8% |
$347K - $370K
|
19.7K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-39- 2.77% |
$7.11K - $7.59K
|
1.37K
$266K
|
|