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 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-845- 1.06% |
$154K - $164K
|
78.8K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-100K- 89.29% |
$18.3M - $19.5M
|
12K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28.6K- 94.89% |
$5.22M - $5.57M
|
1.54K
$300K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-199K- 98.04% |
$36.2M - $38.6M
|
3.96K
$771K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
71+ 9.52% |
$12.9K - $13.8K
|
817
$159K
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.49K+ 85.1% |
$271K - $289K
|
3.23K
$628K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-287- 20.87% |
$52.3K - $55.8K
|
1.09K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.53K- 16.49% |
$278K - $297K
|
7.73K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-24- 2.05% |
$4.38K - $4.67K
|
1.15K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-31- 1.03% |
$5.65K - $6.03K
|
2.97K
$578K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
9+ 0.26% |
$1.64K - $1.75K
|
3.42K
$666K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-206- 8.53% |
$37.6K - $40.1K
|
2.21K
$429K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
11K+ 30.07% |
$2M - $2.14M
|
47.5K
$9.24M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.21K- 0.31% |
$767K - $818K
|
1.34M
$260M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-894- 4.52% |
$163K - $174K
|
18.9K
$3.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.36K+ 630.7% |
$247K - $264K
|
1.57K
$305K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-20.1K- 9.74% |
$3.66M - $3.91M
|
186K
$36.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-85- 2.89% |
$15.5K - $16.5K
|
2.86K
$556K
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 0.4% |
$5.65K - $6.03K
|
7.79K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.52K+ 169.07% |
$1.74M - $1.85M
|
15.1K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-4.34K- 52.0% |
$791K - $843K
|
4K
$778K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.03K+ 309.92% |
$1.46M - $1.56M
|
10.6K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
51+ 3.38% |
$9.3K - $9.92K
|
1.56K
$303K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
7+ 0.19% |
$1.28K - $1.36K
|
3.7K
$718K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.76K- 17.08% |
$1.23M - $1.31M
|
32.8K
$6.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-9.64K- 25.77% |
$1.76M - $1.87M
|
27.8K
$5.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3- 0.1% |
$547 - $584
|
2.98K
$580K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-433- 0.72% |
$78.9K - $84.2K
|
59.4K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.82K- 36.94% |
$1.24M - $1.33M
|
11.6K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3+ 0.22% |
$547 - $584
|
1.35K
$262K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 1.74% |
$5.83K - $6.22K
|
1.87K
$364K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-554- 1.02% |
$101K - $108K
|
53.7K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
BUY
|
- |
5.77K+ 4.93% |
$1.05M - $1.12M
|
123K
$23.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.9K+ 9.23% |
$2.89M - $3.09M
|
188K
$36.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.14K- 0.46% |
$390K - $416K
|
463K
$89.9M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
26K+ 11.8% |
$4.74M - $5.06M
|
246K
$47.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
17New |
$3.1K - $3.31K
|
17
$3.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-2.43M- 99.81% |
$444M - $473M
|
4.62K
$898K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6.71K- 7.77% |
$1.22M - $1.31M
|
79.7K
$15.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-477- 14.47% |
$87K - $92.8K
|
2.82K
$548K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.19% |
$547 - $584
|
1.62K
$315K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-2.46K- 68.01% |
$448K - $478K
|
1.16K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-94- 14.8% |
$17.1K - $18.3K
|
541
$105K
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-113K- 80.68% |
$20.6M - $22M
|
27.1K
$5.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.1K- 23.47% |
$382K - $408K
|
6.84K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-276- 4.03% |
$50.3K - $53.7K
|
6.57K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.51K+ 101.65% |
$1.55M - $1.66M
|
16.9K
$3.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-2.11K- 1.14% |
$385K - $410K
|
184K
$35.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9.79K- 40.23% |
$1.78M - $1.9M
|
14.5K
$2.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
198+ 2.38% |
$36.1K - $38.5K
|
8.52K
$1.66M
|
|