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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.33KNew |
$965K - $1.16M
|
6.33K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.9K+ 55.22% |
$1.66M - $1.99M
|
30.5K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.34K+ 2.23% |
$510K - $611K
|
153K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
308+ 3.96% |
$46.9K - $56.3K
|
8.09K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.9K+ 910.82% |
$7.15M - $8.57M
|
52K
$9.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
500+ 35.71% |
$76.2K - $91.4K
|
1.9K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.46M+ 13080.88% |
$375M - $450M
|
2.48M
$474M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-555- 8.2% |
$84.6K - $101K
|
6.22K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-71.7K- 70.75% |
$10.9M - $13.1M
|
29.7K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.2K+ 155.28% |
$2.93M - $3.51M
|
31.6K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.7K+ 90.43% |
$5.9M - $7.08M
|
81.6K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-55- 9.89% |
$8.38K - $10.1K
|
501
$95.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-14.6K- 79.98% |
$2.22M - $2.67M
|
3.65K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.2K- 95.48% |
$8.86M - $10.6M
|
2.75K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.4K+ 116.2% |
$671K - $805K
|
8.19K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
302+ 16.01% |
$46K - $55.2K
|
2.19K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
576+ 6.5% |
$87.8K - $105K
|
9.44K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.53K+ 37.32% |
$234K - $280K
|
5.64K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.37KNew |
$209K - $251K
|
1.37K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.84K+ 27.04% |
$1.19M - $1.43M
|
36.8K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.84KNew |
$281K - $337K
|
1.84K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.87K+ 7.35% |
$438K - $525K
|
42K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.3K- 26.91% |
$1.26M - $1.52M
|
22.5K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-41- 3.25% |
$6.25K - $7.5K
|
1.22K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.31K+ 1.17% |
$199K - $239K
|
113K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
98+ 24.87% |
$14.9K - $17.9K
|
492
$94K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-13- 0.5% |
$1.98K - $2.38K
|
2.59K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.57K+ 84.89% |
$239K - $287K
|
3.42K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.73K+ 0.49% |
$1.48M - $1.78M
|
1.98M
$378M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-421- 8.56% |
$64.2K - $77K
|
4.5K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-273- 54.71% |
$41.6K - $49.9K
|
226
$43.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
78+ 0.2% |
$11.9K - $14.3K
|
39K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.97KNew |
$452K - $542K
|
2.97K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.66M- 96.65% |
$253M - $303M
|
57.6K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$152 - $183
|
6.85K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.32K- 1.35% |
$1.12M - $1.34M
|
535K
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.03% |
$457 - $548
|
10.1K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.07K+ 3.64% |
$469K - $562K
|
87.5K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-56.3K- 87.07% |
$8.59M - $10.3M
|
8.36K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.26K- 0.77% |
$191K - $229K
|
162K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.9K- 4.4% |
$2.87M - $3.45M
|
409K
$78.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.63K+ 26.7% |
$249K - $299K
|
7.75K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.17K+ 4.88% |
$635K - $762K
|
89.7K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.5KNew |
$2.22M - $2.66M
|
14.5K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.29K- 2.18% |
$958K - $1.15M
|
283K
$54M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.9K+ 18.77% |
$595K - $713K
|
24.7K
$4.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
116+ 12.68% |
$17.7K - $21.2K
|
1.03K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 2.01% |
$7.27M - $8.72M
|
2.42M
$462M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.73K- 13.04% |
$1.33M - $1.6M
|
58.2K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
90New |
$13.7K - $16.5K
|
90
$17.2K
|