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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-394- 2.35% |
$71.8K - $76.6K
|
16.3K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-10.3K- 9.22% |
$1.87M - $2M
|
101K
$19.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-858- 10.23% |
$156K - $167K
|
7.53K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-42.9K- 10.34% |
$7.82M - $8.34M
|
372K
$72.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-695- 33.62% |
$127K - $135K
|
1.37K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
BUY
|
- |
12K+ 13.7% |
$2.19M - $2.34M
|
99.8K
$19.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.04K- 11.96% |
$555K - $592K
|
22.4K
$4.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-110- 4.23% |
$20.1K - $21.4K
|
2.49K
$484K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.29K- 4.53% |
$1.33M - $1.42M
|
153K
$29.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-358- 1.19% |
$65.3K - $69.6K
|
29.8K
$5.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
915+ 4.59% |
$167K - $178K
|
20.9K
$4.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-163- 7.45% |
$29.7K - $31.7K
|
2.03K
$394K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16+ 0.2% |
$2.92K - $3.11K
|
8.15K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.08K+ 1.84% |
$380K - $405K
|
115K
$22.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50+ 5000.0% |
$9.12K - $9.73K
|
51
$9.91K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-325K- 4.59% |
$59.2M - $63.2M
|
6.76M
$1.31B
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-285- 10.55% |
$52K - $55.4K
|
2.42K
$470K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-10.9K- 3.25% |
$1.99M - $2.12M
|
324K
$63M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4+ 0.29% |
$729 - $778
|
1.37K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-580K- 8.32% |
$106M - $113M
|
6.38M
$1.24B
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-34- 1.96% |
$6.2K - $6.61K
|
1.7K
$330K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
404+ 2.02% |
$73.7K - $78.6K
|
20.4K
$3.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
108+ 6.28% |
$19.7K - $21K
|
1.83K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-74- 5.21% |
$13.5K - $14.4K
|
1.35K
$261K
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$247K - $264K
|
1.36K
$263K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
731+ 18.63% |
$133K - $142K
|
4.65K
$905K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 7.93% |
$17.3K - $18.5K
|
1.29K
$251K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
785+ 1.68% |
$143K - $153K
|
47.4K
$9.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
314+ 5.7% |
$57.3K - $61.1K
|
5.82K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.77K- 5.36% |
$686K - $732K
|
66.5K
$12.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
409+ 0.1% |
$74.6K - $79.6K
|
399K
$77.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-106- 0.55% |
$19.3K - $20.6K
|
19.1K
$3.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
91+ 5.0% |
$16.6K - $17.7K
|
1.91K
$371K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-84- 0.01% |
$15.3K - $16.3K
|
698K
$136M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
809+ 1.33% |
$148K - $157K
|
61.6K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-15.1K- 85.66% |
$2.75M - $2.93M
|
2.52K
$491K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.98K- 5.76% |
$542K - $579K
|
48.7K
$9.46M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.06KNew |
$193K - $206K
|
1.06K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
209+ 0.38% |
$38.1K - $40.7K
|
54.7K
$10.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-82- 0.4% |
$15K - $15.9K
|
20.3K
$3.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-512- 1.56% |
$93.4K - $99.6K
|
32.3K
$6.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-8- 0.02% |
$1.46K - $1.56K
|
32.5K
$6.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.11K+ 27.21% |
$202K - $216K
|
5.19K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
133+ 2.2% |
$24.2K - $25.9K
|
6.18K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.54K- 1.71% |
$462K - $493K
|
146K
$28.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.78K- 8.72% |
$690K - $736K
|
39.6K
$7.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
1.36KNew |
$248K - $265K
|
1.36K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12- 0.12% |
$2.19K - $2.33K
|
10.4K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
410+ 6.75% |
$74.8K - $79.7K
|
6.49K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-4.2K- 15.73% |
$766K - $817K
|
22.5K
$4.37M
|
|