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 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
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.91K- 6.7% |
$895K - $954K
|
68.3K
$13.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.18K+ 0.29% |
$397K - $423K
|
743K
$144M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.39K- 22.85% |
$253K - $270K
|
4.69K
$912K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.59K+ 0.9% |
$290K - $310K
|
178K
$34.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.05KNew |
$192K - $205K
|
1.05K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-200- 13.33% |
$36.5K - $38.9K
|
1.3K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13.8K- 11.88% |
$2.52M - $2.69M
|
103K
$20M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
129+ 1.6% |
$23.5K - $25.1K
|
8.17K
$1.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.18K+ 6.46% |
$215K - $229K
|
19.4K
$3.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.8K+ 3.77% |
$6.52M - $6.96M
|
986K
$192M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-334- 5.45% |
$60.9K - $65K
|
5.8K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-10K- 0.83% |
$1.83M - $1.95M
|
1.2M
$234M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.02% |
$182 - $195
|
4.33K
$842K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.38K- 61.8% |
$434K - $463K
|
1.47K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12.5KNew |
$2.27M - $2.42M
|
12.5K
$2.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-691- 24.45% |
$126K - $134K
|
2.14K
$415K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.32K- 23.67% |
$422K - $451K
|
7.47K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
412+ 3.86% |
$75.1K - $80.1K
|
11.1K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-87- 0.34% |
$15.9K - $16.9K
|
25.9K
$5.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-141- 3.38% |
$25.7K - $27.4K
|
4.03K
$784K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.41K+ 1.35% |
$1.17M - $1.25M
|
481K
$93.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-349- 12.73% |
$63.6K - $67.9K
|
2.39K
$465K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-584- 19.68% |
$106K - $114K
|
2.38K
$463K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.85K- 25.99% |
$701K - $748K
|
11K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.6K- 22.39% |
$3.02M - $3.22M
|
57.4K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.42KNew |
$259K - $276K
|
1.42K
$276K
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-196- 0.51% |
$35.7K - $38.1K
|
38.1K
$7.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-3.66K- 17.59% |
$667K - $712K
|
17.1K
$3.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-3.83K- 55.24% |
$699K - $746K
|
3.11K
$604K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.01K+ 7.67% |
$913K - $973K
|
70.2K
$13.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-772- 40.21% |
$141K - $150K
|
1.15K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.2K- 17.05% |
$6.41M - $6.84M
|
171K
$33.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-876- 0.92% |
$160K - $170K
|
94.2K
$18.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-78- 5.32% |
$14.2K - $15.2K
|
1.39K
$270K
|
|