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 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-141- 8.35% |
$21.5K - $25.8K
|
1.55K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 14.56% |
$576K - $691K
|
29.7K
$5.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.49K+ 22.06% |
$1.29M - $1.55M
|
47K
$8.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
532+ 2.07% |
$81.1K - $97.3K
|
26.2K
$4.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34+ 10.76% |
$5.18K - $6.22K
|
350
$64.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
216K+ 745.38% |
$32.9M - $39.5M
|
245K
$45M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35+ 28.69% |
$5.33K - $6.4K
|
157
$28.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.83K+ 10.85% |
$1.04M - $1.25M
|
69.8K
$12.8M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.02K- 4.96% |
$156K - $187K
|
19.6K
$3.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.37K+ 0.97% |
$209K - $250K
|
142K
$26.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.5K+ 7.94% |
$228K - $274K
|
20.4K
$3.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
5.33K+ 22.1% |
$812K - $974K
|
29.5K
$5.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
665+ 11.09% |
$101K - $122K
|
6.66K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.21K+ 12.61% |
$185K - $222K
|
10.8K
$1.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.2K+ 8.79% |
$182K - $218K
|
14.8K
$2.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-373- 14.15% |
$56.9K - $68.2K
|
2.26K
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 9.49% |
$1.98K - $2.38K
|
150
$27.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.13KNew |
$1.39M - $1.67M
|
9.13K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.44K- 3.8% |
$1.13M - $1.36M
|
189K
$34.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-188- 3.21% |
$28.7K - $34.4K
|
5.66K
$1.04M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.59% |
$6.1K - $7.31K
|
1.51K
$276K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
39+ 1.88% |
$5.94K - $7.13K
|
2.12K
$389K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
559+ 4.1% |
$85.2K - $102K
|
14.2K
$2.6M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-188- 2.54% |
$28.7K - $34.4K
|
7.23K
$1.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
9.18K+ 4.35% |
$1.4M - $1.68M
|
220K
$40.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.32K- 18.15% |
$201K - $242K
|
5.96K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.37% |
$1.07K - $1.28K
|
1.9K
$349K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.2K+ 2.53% |
$1.87M - $2.24M
|
497K
$91.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.72K- 3.23% |
$263K - $315K
|
51.7K
$9.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
347+ 2.59% |
$52.9K - $63.4K
|
13.7K
$2.52M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.19K+ 5.88% |
$181K - $218K
|
21.4K
$3.93M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
530+ 20.38% |
$80.8K - $96.9K
|
3.13K
$574K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.26K+ 74.39% |
$1.26M - $1.51M
|
19.4K
$3.55M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.29K+ 22.49% |
$217K - $240K
|
7.02K
$1.29M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
52+ 4.08% |
$8.74K - $9.68K
|
1.33K
$243K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
10.8K+ 18.2% |
$1.82M - $2.02M
|
70.5K
$12.9M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-86- 11.08% |
$14.5K - $16K
|
690
$127K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.61K+ 201.86% |
$439K - $486K
|
3.9K
$716K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.19K- 62.11% |
$705K - $780K
|
2.56K
$469K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-38.1K- 26.58% |
$6.41M - $7.1M
|
105K
$19.3M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
647+ 0.21% |
$109K - $120K
|
303K
$55.5M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-25.7K- 39.47% |
$4.32M - $4.78M
|
39.4K
$7.23M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
98New |
$16.5K - $18.2K
|
98
$18K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39.1K- 13.98% |
$6.57M - $7.28M
|
240K
$44.1M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
152+ 7.63% |
$25.6K - $28.3K
|
2.15K
$393K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-85- 1.85% |
$14.3K - $15.8K
|
4.52K
$829K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-981- 1.74% |
$165K - $183K
|
55.5K
$10.2M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
17.5K+ 22.73% |
$2.94M - $3.25M
|
94.3K
$17.3M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
337+ 2.81% |
$56.7K - $62.8K
|
12.3K
$2.26M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.3K- 21.63% |
$892K - $987K
|
19.2K
$3.52M
|
|