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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-654- 10.44% |
$110K - $122K
|
5.61K
$1.03M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
88.7K+ 101.63% |
$14.9M - $16.5M
|
176K
$32.3M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.11K- 2.31% |
$187K - $207K
|
47K
$8.63M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.26K- 23.53% |
$212K - $234K
|
4.09K
$750K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
38.9KNew |
$6.54M - $7.24M
|
38.9K
$7.14M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
304+ 1.05% |
$51.1K - $56.6K
|
29.3K
$5.37M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
879+ 27.88% |
$148K - $164K
|
4.03K
$740K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.2K+ 9359.03% |
$3.57M - $3.96M
|
21.5K
$3.94M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
65+ 282.61% |
$10.9K - $12.1K
|
88
$16.1K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.9K+ 6.15% |
$487K - $540K
|
50K
$9.17M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.1K+ 16.24% |
$185K - $204K
|
7.86K
$1.44M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
119+ 2.26% |
$20K - $22.2K
|
5.39K
$989K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
218New |
$36.7K - $40.6K
|
218
$40K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
430+ 21.18% |
$72.3K - $80.1K
|
2.46K
$451K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
137New |
$23K - $25.5K
|
137
$25.1K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.52K- 82.26% |
$1.1M - $1.21M
|
1.41K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
659+ 5.71% |
$111K - $123K
|
12.2K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.79K- 1.82% |
$302K - $334K
|
97K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-132- 2.78% |
$22.2K - $24.6K
|
4.61K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.3K+ 18.91% |
$3.08M - $3.41M
|
115K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64.7KNew |
$10.9M - $12M
|
64.7K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 17.76% |
$3.25M - $3.6M
|
128K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.23K- 2.42% |
$879K - $974K
|
210K
$38.6M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
993+ 14.7% |
$167K - $185K
|
7.75K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
470+ 1.33% |
$79K - $87.5K
|
35.7K
$6.55M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.66K+ 21.81% |
$279K - $309K
|
9.28K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.16% |
$168 - $186
|
644
$118K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
398+ 15.44% |
$66.9K - $74.1K
|
2.98K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
662+ 20.32% |
$111K - $123K
|
3.92K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 77.57% |
$245K - $272K
|
422
$77.4K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.32K+ 6.3% |
$390K - $432K
|
39.1K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.05K+ 19.86% |
$177K - $196K
|
6.36K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.18KNew |
$198K - $219K
|
1.18K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02K+ 4.62% |
$1.01M - $1.12M
|
136K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.86K+ 188.21% |
$650K - $720K
|
5.92K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.02K+ 11.76% |
$845K - $936K
|
47.7K
$8.76M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-455- 0.75% |
$76.5K - $84.7K
|
60.4K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
516+ 2.8% |
$86.8K - $96.1K
|
19K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.8K- 2.94% |
$5.68M - $6.29M
|
1.11M
$204M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.09K+ 14.89% |
$520K - $576K
|
23.9K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
171K+ 17.88% |
$28.8M - $31.9M
|
1.13M
$207M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
34.9K+ 15.16% |
$5.87M - $6.5M
|
265K
$48.6M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6.33K- 7.71% |
$1.06M - $1.18M
|
75.7K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
582+ 0.94% |
$97.9K - $108K
|
62.4K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 3.01% |
$372K - $412K
|
75.8K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.09K+ 40.22% |
$183K - $203K
|
3.79K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
48.9K+ 25.95% |
$8.22M - $9.11M
|
237K
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-256- 5.22% |
$43K - $47.7K
|
4.64K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.13K+ 10.34% |
$527K - $584K
|
33.4K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-53- 4.26% |
$8.91K - $9.87K
|
1.19K
$218K
|