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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-396- 48.89% |
$72.2K - $77K
|
414
$80.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
25KNew |
$4.56M - $4.86M
|
25K
$4.86M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.59K+ 1.54% |
$290K - $309K
|
104K
$20.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.1K- 20.75% |
$4.93M - $5.26M
|
103K
$20.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
138+ 0.13% |
$25.2K - $26.8K
|
106K
$20.7M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 0.88% |
$2.19K - $2.33K
|
1.38K
$268K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
4.29KNew |
$783K - $835K
|
4.29K
$834K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-385- 4.97% |
$70.2K - $74.9K
|
7.37K
$1.43M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7.58K- 14.77% |
$1.38M - $1.47M
|
43.8K
$8.5M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-13K- 40.63% |
$2.37M - $2.53M
|
19K
$3.7M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.84KNew |
$335K - $357K
|
1.84K
$357K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-25- 0.76% |
$4.56K - $4.86K
|
3.25K
$632K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.19K- 37.15% |
$216K - $230K
|
2.01K
$390K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-135- 3.34% |
$24.6K - $26.3K
|
3.91K
$760K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.62K- 1.77% |
$659K - $703K
|
201K
$39M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-312- 18.35% |
$56.9K - $60.7K
|
1.39K
$270K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
21New |
$3.83K - $4.08K
|
21
$4.08K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.27K- 63.96% |
$413K - $441K
|
1.28K
$248K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-65.3K- 96.1% |
$11.9M - $12.7M
|
2.65K
$514K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.35K+ 1.66% |
$245K - $262K
|
82.2K
$16M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-287- 0.44% |
$52.3K - $55.8K
|
64.3K
$12.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.18K- 20.24% |
$215K - $230K
|
4.65K
$904K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-24- 0.98% |
$4.38K - $4.67K
|
2.42K
$470K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.79K- 1.98% |
$1.42M - $1.52M
|
385K
$74.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.53K+ 1.97% |
$462K - $493K
|
131K
$25.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.76KNew |
$1.78M - $1.9M
|
9.76K
$1.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.14KNew |
$207K - $221K
|
1.14K
$221K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.9K- 11.33% |
$347K - $370K
|
14.9K
$2.89M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
595K+ 132.36% |
$108M - $116M
|
1.04M
$203M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.46K- 0.6% |
$449K - $479K
|
407K
$79.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.6K- 56.19% |
$839K - $895K
|
3.59K
$698K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-37- 3.07% |
$6.75K - $7.2K
|
1.17K
$227K
|
|
|
Nov 18, 2025
Q3 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-158- 1.11% |
$28.8K - $30.7K
|
14.1K
$2.74M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-822- 2.91% |
$150K - $160K
|
27.4K
$5.33M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.24% |
$1.09K - $1.17K
|
2.55K
$496K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.18K+ 46.4% |
$580K - $619K
|
10K
$1.95M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.58K- 9.37% |
$834K - $890K
|
44.2K
$8.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
98.5K+ 12.59% |
$18M - $19.2M
|
881K
$171M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
7+ 0.21% |
$1.28K - $1.36K
|
3.37K
$654K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
338+ 1.7% |
$61.6K - $65.7K
|
20.3K
$3.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-22- 0.32% |
$4.01K - $4.28K
|
6.9K
$1.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.5KNew |
$638K - $681K
|
3.5K
$680K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-44- 0.46% |
$8.02K - $8.56K
|
9.57K
$1.86M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603+ 8.98% |
$110K - $117K
|
7.32K
$1.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
150+ 11.58% |
$27.3K - $29.2K
|
1.45K
$281K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.56K- 72.95% |
$1.2M - $1.28M
|
2.43K
$473K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-706- 1.03% |
$129K - $137K
|
67.9K
$13.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.67K+ 1.55% |
$670K - $714K
|
241K
$46.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.34K+ 49.6% |
$427K - $456K
|
7.07K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-135K- 4.06% |
$24.6M - $26.2M
|
3.18M
$618M
|
|