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 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
84+ 3.75% |
$15.3K - $16.3K
|
2.33K
$452K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$182 - $195
|
2.35K
$456K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.63K- 7.99% |
$297K - $317K
|
18.8K
$3.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.67K- 0.99% |
$304K - $325K
|
167K
$32.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2K- 1.46% |
$365K - $389K
|
135K
$26.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.34K- 4.56% |
$245K - $261K
|
28.1K
$5.46M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.61K- 6.11% |
$1.21M - $1.29M
|
102K
$19.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.28K- 3.4% |
$233K - $249K
|
36.3K
$7.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.26K- 12.26% |
$230K - $245K
|
9.02K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
183+ 1.51% |
$33.4K - $35.6K
|
12.3K
$2.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 3.83% |
$403K - $429K
|
55.4K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.14K+ 69.44% |
$572K - $610K
|
7.65K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-21.4K- 43.79% |
$3.9M - $4.16M
|
27.5K
$5.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.05KNew |
$191K - $204K
|
1.05K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-408- 1.45% |
$74.4K - $79.4K
|
27.7K
$5.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-185- 3.07% |
$33.7K - $36K
|
5.83K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-239- 0.8% |
$43.6K - $46.5K
|
29.7K
$5.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
21+ 1.16% |
$3.83K - $4.08K
|
1.83K
$356K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-5.26K- 5.98% |
$960K - $1.02M
|
82.8K
$16.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.85K- 8.3% |
$337K - $359K
|
20.4K
$3.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.55K- 18.77% |
$464K - $495K
|
11K
$2.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
41+ 4.21% |
$7.48K - $7.97K
|
1.02K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60.4K+ 82.48% |
$11M - $11.8M
|
134K
$26M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-306K- 9.64% |
$55.8M - $59.5M
|
2.87M
$558M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.1K+ 43.23% |
$1.11M - $1.19M
|
20.2K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-3.38K- 6.11% |
$616K - $657K
|
51.9K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
616+ 2.75% |
$112K - $120K
|
23K
$4.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$182 - $195
|
968
$188K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
333K+ 274.79% |
$60.7M - $64.8M
|
454K
$88.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-404- 30.49% |
$73.7K - $78.6K
|
921
$179K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.28KNew |
$234K - $249K
|
1.28K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3+ 0.1% |
$547 - $584
|
3.08K
$599K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-24.4K- 6.89% |
$4.45M - $4.75M
|
330K
$64.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.27K- 1.15% |
$232K - $247K
|
109K
$21.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.62K- 2.79% |
$296K - $316K
|
56.7K
$11M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-379- 2.85% |
$69.1K - $73.7K
|
12.9K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27K- 5.39% |
$4.93M - $5.25M
|
474K
$92.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
941+ 2.02% |
$172K - $183K
|
47.4K
$9.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
794+ 25.0% |
$145K - $154K
|
3.97K
$772K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.32K+ 49.53% |
$605K - $646K
|
10K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-150- 3.26% |
$27.3K - $29.2K
|
4.46K
$866K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
16New |
$2.92K - $3.11K
|
16
$3.11K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.3K- 72.33% |
$2.24M - $2.39M
|
4.7K
$914K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-121- 8.4% |
$22.1K - $23.5K
|
1.32K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-94- 1.18% |
$17.1K - $18.3K
|
7.9K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
17.1KNew |
$3.12M - $3.33M
|
17.1K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-165- 0.7% |
$30.1K - $32.1K
|
23.3K
$4.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
8.17K+ 11.68% |
$1.49M - $1.59M
|
78.1K
$15.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 14.49% |
$7.59M - $8.1M
|
329K
$64M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-522- 2.53% |
$95.2K - $102K
|
20.1K
$3.91M
|
|