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 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-338- 11.33% |
$51.5K - $61.8K
|
2.64K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.93K- 5.23% |
$599K - $719K
|
71.2K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-371- 1.9% |
$56.5K - $67.8K
|
19.2K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
300+ 1.34% |
$45.7K - $54.8K
|
22.7K
$4.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
14.6K+ 9.25% |
$2.22M - $2.66M
|
172K
$33.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.9K+ 9.72% |
$4.4M - $5.28M
|
326K
$62.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
576+ 10.22% |
$87.8K - $105K
|
6.21K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-934- 1.68% |
$142K - $171K
|
54.5K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
442K+ 5503.0% |
$67.3M - $80.7M
|
450K
$86.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-11.8K- 4.1% |
$1.8M - $2.16M
|
276K
$53.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
53+ 0.22% |
$8.08K - $9.69K
|
24.6K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-121- 1.55% |
$18.4K - $22.1K
|
7.67K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-545- 14.93% |
$83.1K - $99.6K
|
3.11K
$600K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
479+ 108.13% |
$73K - $87.6K
|
922
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
410New |
$62.5K - $75K
|
410
$79.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
184+ 1.53% |
$28K - $33.6K
|
12.2K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-345- 14.08% |
$52.6K - $63.1K
|
2.11K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 7.03% |
$195M - $234M
|
19.5M
$3.76B
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
382New |
$58.2K - $69.8K
|
382
$73.7K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.58K+ 3.89% |
$241K - $289K
|
42.2K
$8.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-295- 0.97% |
$45K - $53.9K
|
30.2K
$5.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.83KNew |
$889K - $1.07M
|
5.83K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.13K+ 3.27% |
$1.39M - $1.67M
|
288K
$55.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.7K+ 15.04% |
$2.24M - $2.68M
|
112K
$21.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.75KNew |
$266K - $319K
|
1.75K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.05K+ 18.07% |
$465K - $558K
|
20K
$3.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.42KNew |
$216K - $259K
|
1.42K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.67MNew |
$255M - $306M
|
1.67M
$323M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-239- 1.52% |
$36.4K - $43.7K
|
15.5K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 5.0% |
$9.6K - $11.5K
|
1.2K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.52K+ 23.56% |
$383K - $460K
|
13.2K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.43M+ 72284.92% |
$371M - $445M
|
2.44M
$471M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
176+ 0.38% |
$26.8K - $32.2K
|
46.5K
$8.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 38.57% |
$240K - $287K
|
5.65K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.61K- 10.9% |
$549K - $659K
|
29.5K
$5.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 0.02% |
$152 - $183
|
6.51K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-543- 13.13% |
$82.8K - $99.3K
|
3.59K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.13K+ 142.45% |
$325K - $390K
|
3.63K
$700K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-30.5K- 43.52% |
$4.65M - $5.57M
|
39.6K
$7.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.89K+ 8.36% |
$440K - $527K
|
37.4K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 16.46% |
$235K - $282K
|
7.82K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.11K+ 311.21% |
$778K - $934K
|
6.75K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.3K+ 193.82% |
$1.88M - $2.25M
|
18.7K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-55- 5.68% |
$8.38K - $10.1K
|
913
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-556- 1.85% |
$84.7K - $102K
|
29.5K
$5.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-498- 4.84% |
$75.9K - $91K
|
9.79K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-499- 60.85% |
$76.1K - $91.2K
|
321
$62K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.27KNew |
$1.41M - $1.69M
|
9.27K
$1.79M
|