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 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-453- 1.61% |
$69K - $82.8K
|
27.6K
$5.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.94K- 2.72% |
$601K - $720K
|
141K
$25.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.45K+ 395.4% |
$982K - $1.18M
|
8.08K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.92K+ 3.64% |
$750K - $900K
|
140K
$25.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-127- 29.53% |
$19.4K - $23.2K
|
303
$55.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$203K - $244K
|
1.33K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.26K+ 2.31% |
$344K - $413K
|
99.8K
$18.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
141+ 27.27% |
$21.5K - $25.8K
|
658
$121K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.89KNew |
$593K - $711K
|
3.89K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
148+ 0.77% |
$22.6K - $27.1K
|
19.5K
$3.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-570- 3.79% |
$86.9K - $104K
|
14.5K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8+ 0.27% |
$1.22K - $1.46K
|
3K
$551K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
224+ 3.99% |
$34.1K - $41K
|
5.83K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.6K+ 39.17% |
$244K - $293K
|
5.7K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.24KNew |
$189K - $227K
|
1.24K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
488+ 25.08% |
$74.4K - $89.2K
|
2.43K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
935+ 3.31% |
$143K - $171K
|
29.2K
$5.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.38K+ 6.75% |
$362K - $435K
|
37.6K
$6.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
51New |
$7.77K - $9.32K
|
51
$9.35K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
194+ 35.21% |
$29.6K - $35.5K
|
745
$137K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20K- 3.83% |
$3.04M - $3.65M
|
501K
$91.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
123+ 151.85% |
$18.7K - $22.5K
|
204
$37.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
561+ 15.91% |
$85.5K - $103K
|
4.09K
$750K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
313+ 4.8% |
$47.7K - $57.2K
|
6.84K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75.9K- 29.42% |
$11.6M - $13.9M
|
182K
$33.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.36KNew |
$359K - $431K
|
2.36K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5.03K+ 18.18% |
$767K - $920K
|
32.7K
$6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7.48K- 31.42% |
$1.14M - $1.37M
|
16.3K
$2.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
20+ 1.14% |
$3.05K - $3.66K
|
1.78K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
716+ 0.74% |
$109K - $131K
|
97.1K
$17.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.61K- 4.45% |
$398K - $477K
|
56K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.46K- 7.83% |
$527K - $632K
|
40.7K
$7.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-485- 7.39% |
$73.9K - $88.7K
|
6.08K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.39K- 2.29% |
$365K - $437K
|
102K
$18.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.1K+ 5.56% |
$1.23M - $1.48M
|
154K
$28.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.26K- 0.76% |
$193K - $231K
|
165K
$30.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.56% |
$9.15K - $11K
|
10.7K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-669- 1.11% |
$102K - $122K
|
59.4K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.86KNew |
$436K - $523K
|
2.86K
$525K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.32KNew |
$201K - $241K
|
1.32K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 3.77% |
$1.92M - $2.31M
|
347K
$63.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-341- 4.94% |
$52K - $62.3K
|
6.57K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
110+ 6.79% |
$16.8K - $20.1K
|
1.73K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.05K- 0.35% |
$160K - $192K
|
303K
$55.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46K+ 60.83% |
$223K - $267K
|
3.86K
$708K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.14K- 11.11% |
$174K - $208K
|
9.11K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.55K+ 45.38% |
$541K - $649K
|
11.4K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.6K+ 40.72% |
$2.68M - $3.22M
|
60.9K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.56K+ 2.81% |
$695K - $833K
|
167K
$30.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.15KNew |
$175K - $209K
|
1.15K
$210K
|