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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.8K+ 1.01% |
$2.72M - $3.26M
|
1.78M
$340M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
40.9K+ 19.58% |
$6.24M - $7.48M
|
250K
$47.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-168- 1.57% |
$25.6K - $30.7K
|
10.5K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
25K+ 10.53% |
$3.81M - $4.57M
|
262K
$50.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.12K+ 4.45% |
$780K - $935K
|
120K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.5K+ 44.54% |
$1.14M - $1.37M
|
24.3K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-57- 69.51% |
$8.69K - $10.4K
|
25
$4.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.69K+ 7.08% |
$409K - $491K
|
40.6K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
192+ 3.0% |
$29.3K - $35.1K
|
6.59K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.55K+ 8.69% |
$236K - $283K
|
19.4K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
310+ 5.41% |
$47.3K - $56.7K
|
6.04K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-3.03K- 16.42% |
$461K - $553K
|
15.4K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.92KNew |
$598K - $717K
|
3.92K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
9.44KNew |
$1.44M - $1.73M
|
9.44K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.6K+ 14.03% |
$2.83M - $3.39M
|
151K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
341KNew |
$51.9M - $62.3M
|
341K
$65M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 0.14% |
$1.56M - $1.87M
|
7.47M
$1.43B
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-39.3K- 3.58% |
$6M - $7.19M
|
1.06M
$203M
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-5.47K- 10.13% |
$834K - $1M
|
48.6K
$9.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-690- 11.66% |
$105K - $126K
|
5.23K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-4.95K- 65.8% |
$754K - $904K
|
2.57K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.86K+ 33.8% |
$741K - $889K
|
19.3K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-77.8K- 21.31% |
$11.9M - $14.2M
|
287K
$54.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 8.64% |
$19.8K - $23.8K
|
1.37K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-352- 11.76% |
$53.7K - $64.4K
|
2.64K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.69K+ 3.54% |
$257K - $309K
|
49.4K
$9.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5+ 0.14% |
$762 - $914
|
3.63K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.48K+ 18.64% |
$531K - $637K
|
22.2K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
337+ 3.34% |
$51.4K - $61.6K
|
10.4K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.8K- 2.62% |
$5.16M - $6.18M
|
1.26M
$240M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
181+ 11.21% |
$27.6K - $33.1K
|
1.8K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-140- 5.77% |
$21.3K - $25.6K
|
2.29K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.25K- 3.69% |
$495K - $594K
|
84.8K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
289+ 0.89% |
$44K - $52.8K
|
32.8K
$6.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-24.4K- 7.09% |
$3.71M - $4.46M
|
319K
$61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17K+ 68.49% |
$2.59M - $3.11M
|
41.8K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
429+ 2.27% |
$65.4K - $78.4K
|
19.4K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.14KNew |
$173K - $208K
|
1.14K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4+ 0.06% |
$610 - $731
|
6.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7K+ 3.62% |
$412K - $494K
|
77.2K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.48K+ 2.34% |
$530K - $636K
|
152K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 1.2% |
$3.37M - $4.04M
|
1.82M
$347M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7+ 0.18% |
$1.07K - $1.28K
|
3.93K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15- 0.27% |
$2.29K - $2.74K
|
5.6K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.9K+ 8.16% |
$6.38M - $7.66M
|
555K
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
48+ 4.07% |
$7.32K - $8.78K
|
1.23K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.05K+ 51.02% |
$159K - $191K
|
3.1K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
400+ 8.78% |
$61K - $73.1K
|
4.96K
$947K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.56KNew |
$1.3M - $1.56M
|
8.56K
$1.63M
|