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 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$11.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.07M+ 56.83% |
$163M - $196M
|
2.95M
$542M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
418+ 13.41% |
$63.7K - $76.4K
|
3.54K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
307+ 14.14% |
$46.8K - $56.1K
|
2.48K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.05K+ 7.96% |
$770K - $924K
|
68.6K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12K+ 117.13% |
$1.82M - $2.19M
|
22.2K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
17+ 0.14% |
$2.59K - $3.11K
|
12K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25.6K+ 4.82% |
$3.9M - $4.68M
|
557K
$102M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
189+ 5.99% |
$28.8K - $34.6K
|
3.35K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.95K+ 42.8% |
$906K - $1.09M
|
19.8K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.59KNew |
$1.31M - $1.57M
|
8.59K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.23K+ 2.41% |
$340K - $408K
|
94.6K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
189+ 4.51% |
$28.8K - $34.6K
|
4.38K
$804K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-5.76K- 1.96% |
$878K - $1.05M
|
288K
$52.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.5KNew |
$8.92M - $10.7M
|
58.5K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
325+ 2.41% |
$49.5K - $59.4K
|
13.8K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
94+ 0.31% |
$14.3K - $17.2K
|
30.2K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.04K+ 3.6% |
$310K - $372K
|
58.5K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
307+ 4.04% |
$46.8K - $56.1K
|
7.91K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-245- 9.3% |
$37.3K - $44.8K
|
2.39K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.44K+ 9.52% |
$372K - $446K
|
28.1K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-250- 13.28% |
$38.1K - $45.7K
|
1.63K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.6K+ 12.06% |
$701K - $840K
|
42.7K
$7.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.1% |
$762 - $914
|
5.19K
$953K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
214+ 11.15% |
$32.6K - $39.1K
|
2.13K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 28.68% |
$199K - $238K
|
3.24K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-322- 0.83% |
$49.1K - $58.9K
|
38.5K
$7.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-26.3K- 10.84% |
$4M - $4.8M
|
216K
$39.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-769- 22.16% |
$117K - $141K
|
2.7K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.62K+ 2.83% |
$246K - $295K
|
58.8K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
204+ 3.61% |
$31.1K - $37.3K
|
5.86K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$204K - $244K
|
1.34K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-92- 6.7% |
$14K - $16.8K
|
1.28K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
110+ 8.02% |
$16.8K - $20.1K
|
1.48K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.21% |
$457 - $548
|
1.42K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
603+ 2.96% |
$91.9K - $110K
|
21K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.45K+ 2.3% |
$373K - $448K
|
109K
$20M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4K+ 15.76% |
$1.59M - $1.91M
|
76.7K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.24K+ 0.87% |
$494K - $593K
|
375K
$68.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.7K- 51.58% |
$2.4M - $2.88M
|
14.8K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58K- 60.55% |
$241K - $289K
|
1.03K
$189K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
220+ 2.04% |
$33.5K - $40.2K
|
11K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15K- 13.23% |
$2.29M - $2.74M
|
98.4K
$18M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-510- 1.08% |
$77.7K - $93.2K
|
46.7K
$8.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-85- 2.91% |
$13K - $15.5K
|
2.83K
$519K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3+ 0.16% |
$457 - $548
|
1.87K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.01K+ 2.68% |
$153K - $184K
|
38.6K
$7.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.03% |
$305 - $366
|
6.14K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.05K+ 35.68% |
$464K - $557K
|
11.6K
$2.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-372- 5.36% |
$56.7K - $68K
|
6.57K
$1.2M
|