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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.62KNew |
$287K - $304K
|
1.62K
$279K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.38KNew |
$243K - $258K
|
1.38K
$237K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
41.8KNew |
$7.38M - $7.81M
|
41.8K
$7.17M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
541+ 6.11% |
$95.4K - $101K
|
9.4K
$1.61M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.75K+ 0.87% |
$484K - $513K
|
319K
$54.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 3.85% |
$644K - $682K
|
98.3K
$16.9M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
11.3KNew |
$2M - $2.11M
|
11.3K
$1.94M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-434- 3.5% |
$76.6K - $81.1K
|
12K
$2.06M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.48KNew |
$613K - $650K
|
3.48K
$597K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
76.9KNew |
$13.6M - $14.4M
|
76.9K
$13.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
61.1KNew |
$10.8M - $11.4M
|
61.1K
$10.5M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
573New |
$101K - $107K
|
573
$98.3K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-4.02K- 32.5% |
$709K - $751K
|
8.34K
$1.43M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.02K+ 25.27% |
$357K - $378K
|
10K
$1.72M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.81K+ 3.19% |
$319K - $338K
|
58.5K
$10M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-886- 4.07% |
$156K - $166K
|
20.9K
$3.59M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
73New |
$12.9K - $13.6K
|
73
$12.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
20.6KNew |
$3.63M - $3.84M
|
20.6K
$3.53M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
25.1K+ 7.93% |
$4.43M - $4.7M
|
342K
$58.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-26- 2.52% |
$4.59K - $4.86K
|
1.01K
$173K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.19K+ 5.29% |
$915K - $969K
|
103K
$17.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23.5KNew |
$4.14M - $4.39M
|
23.5K
$4.03M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.26% |
$1.23K - $1.31K
|
2.69K
$461K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
561+ 7.08% |
$99K - $105K
|
8.49K
$1.46M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.9K+ 15.46% |
$1.75M - $1.85M
|
74K
$12.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
18.2KNew |
$3.2M - $3.39M
|
18.2K
$3.12M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.3K- 47.92% |
$10.3M - $10.9M
|
63.4K
$10.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.82KNew |
$497K - $526K
|
2.82K
$483K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
129+ 0.72% |
$22.8K - $24.1K
|
18.1K
$3.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
786New |
$139K - $147K
|
786
$135K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.58K+ 34.06% |
$279K - $295K
|
6.22K
$1.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.03KNew |
$358K - $379K
|
2.03K
$348K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
415New |
$73.2K - $77.6K
|
415
$71.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
926+ 1.06% |
$163K - $173K
|
88.4K
$15.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.86K+ 5.02% |
$1.21M - $1.28M
|
143K
$24.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
8.71KNew |
$1.54M - $1.63M
|
8.71K
$1.49M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 15.66% |
$963K - $1.02M
|
40.3K
$6.92M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-45.7K- 44.35% |
$8.07M - $8.55M
|
57.4K
$9.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.6K+ 1.69% |
$4.7M - $4.98M
|
1.6M
$275M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.64K- 19.91% |
$289K - $306K
|
6.6K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.95KNew |
$344K - $364K
|
1.95K
$335K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-69- 0.79% |
$12.2K - $12.9K
|
8.69K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-829- 0.49% |
$146K - $155K
|
167K
$28.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17K+ 582.26% |
$3M - $3.18M
|
20K
$3.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-208- 2.48% |
$36.7K - $38.9K
|
8.19K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-10.9K- 57.87% |
$1.92M - $2.04M
|
7.93K
$1.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.7K- 60.31% |
$5.06M - $5.36M
|
18.9K
$3.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
181+ 8.12% |
$31.9K - $33.8K
|
2.41K
$414K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.99K+ 4.54% |
$528K - $560K
|
69K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
19.4K+ 34.46% |
$3.42M - $3.63M
|
75.7K
$13M
|