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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-27.4K- 52.75% |
$5.23M - $5.46M
|
24.5K
$4.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.4K- 43.0% |
$1.22M - $1.27M
|
8.48K
$1.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
140+ 8.34% |
$26.7K - $27.9K
|
1.82K
$354K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-36.2K- 1.32% |
$6.91M - $7.2M
|
2.7M
$525M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
29+ 1.12% |
$5.54K - $5.78K
|
2.63K
$510K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-444- 3.95% |
$84.8K - $88.4K
|
10.8K
$2.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-292- 3.28% |
$55.8K - $58.2K
|
8.62K
$1.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.4K- 50.14% |
$840K - $876K
|
4.38K
$851K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-483- 5.08% |
$92.3K - $96.2K
|
9.02K
$1.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
5+ 0.04% |
$955 - $996
|
12K
$2.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.69K- 6.06% |
$514K - $536K
|
41.7K
$8.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-180- 7.22% |
$34.4K - $35.9K
|
2.31K
$449K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-552- 2.16% |
$105K - $110K
|
25K
$4.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.34K- 27.16% |
$638K - $665K
|
8.96K
$1.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.2K- 37.09% |
$3.29M - $3.43M
|
29.2K
$5.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-6.91K- 40.32% |
$1.32M - $1.38M
|
10.2K
$1.99M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-389- 12.8% |
$74.3K - $77.5K
|
2.65K
$515K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.22K+ 3.68% |
$233K - $243K
|
34.3K
$6.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-74- 0.15% |
$14.1K - $14.7K
|
49.9K
$9.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.7K+ 3.57% |
$324K - $338K
|
49.1K
$9.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.2K- 27.53% |
$9.59M - $10M
|
132K
$25.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.83K- 1.81% |
$541K - $564K
|
153K
$29.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-146- 3.53% |
$27.9K - $29.1K
|
3.99K
$775K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
6.79KNew |
$1.3M - $1.35M
|
6.79K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
220+ 5.61% |
$42K - $43.8K
|
4.14K
$805K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
20.2KNew |
$3.86M - $4.03M
|
20.2K
$3.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-409- 24.59% |
$78.1K - $81.5K
|
1.25K
$244K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-40.6K- 29.09% |
$7.75M - $8.08M
|
98.9K
$19.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-155- 1.02% |
$29.6K - $30.9K
|
15.1K
$2.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.57K+ 58.3% |
$1.64M - $1.71M
|
23.3K
$4.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-697- 2.25% |
$133K - $139K
|
30.2K
$5.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-321- 0.41% |
$61.3K - $63.9K
|
77.7K
$15.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-120- 5.99% |
$22.9K - $23.9K
|
1.89K
$366K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.74K+ 2.62% |
$523K - $545K
|
107K
$20.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.72K+ 10.2% |
$329K - $343K
|
18.6K
$3.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
25+ 0.46% |
$4.78K - $4.98K
|
5.43K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
619+ 2.1% |
$118K - $123K
|
30.1K
$5.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
30.3KNew |
$5.79M - $6.03M
|
30.3K
$5.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-227- 16.0% |
$43.4K - $45.2K
|
1.19K
$232K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-264- 8.5% |
$50.4K - $52.6K
|
2.84K
$552K
|
|
|
Jan 15, 2026
Q4 2025
|
Gfg Capital, LLC
|
BUY
|
- |
18+ 1.25% |
$3.44K - $3.59K
|
1.46K
$284K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.32KNew |
$252K - $263K
|
1.32K
$256K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-244- 4.22% |
$46.6K - $48.6K
|
5.54K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
787+ 1.6% |
$150K - $157K
|
50K
$9.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.68K- 71.13% |
$893K - $931K
|
1.9K
$369K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
242+ 1.9% |
$46.2K - $48.2K
|
13K
$2.52M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
408+ 0.72% |
$77.9K - $81.3K
|
57K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.11K- 1.33% |
$212K - $221K
|
82.2K
$16M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
195New |
$37.2K - $38.8K
|
195
$37.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.53% |
$382 - $398
|
381
$74.1K
|
|