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 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
19+ 21.84% |
$3.46K - $3.7K
|
106
$20.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-62- 2.51% |
$11.3K - $12.1K
|
2.41K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
14+ 1.67% |
$2.55K - $2.72K
|
851
$165K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
226+ 1.54% |
$41.2K - $44K
|
14.9K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-27- 0.02% |
$4.92K - $5.25K
|
127K
$24.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-69- 0.72% |
$12.6K - $13.4K
|
9.57K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.7K- 61.4% |
$2.86M - $3.05M
|
9.85K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-16- 4.91% |
$2.92K - $3.11K
|
310
$60.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.61K- 18.33% |
$658K - $702K
|
16.1K
$3.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
100New |
$18.2K - $19.5K
|
100
$19.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.92K- 15.69% |
$350K - $373K
|
10.3K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.5K- 12.88% |
$455K - $485K
|
16.9K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Performa LTD (Us), LLC
|
SELL
|
- |
-929- 2.3% |
$169K - $181K
|
39.4K
$7.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-20.5K- 13.35% |
$3.74M - $3.99M
|
133K
$25.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20K+ 3151.26% |
$3.64M - $3.89M
|
20.6K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-36- 3.06% |
$6.56K - $7K
|
1.14K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.33K+ 12.03% |
$607K - $648K
|
31K
$6.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.36% |
$182 - $195
|
280
$54.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-361- 0.63% |
$65.8K - $70.2K
|
57.2K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
147K+ 66.43% |
$26.8M - $28.6M
|
369K
$71.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.8K- 0.32% |
$329K - $350K
|
567K
$110M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
130New |
$23.7K - $25.3K
|
130
$25.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.39K+ 9.94% |
$800K - $854K
|
48.6K
$9.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.38M- 19.63% |
$1.16B - $1.24B
|
26.1M
$5.07B
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
211+ 0.87% |
$38.5K - $41K
|
24.4K
$4.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-14- 21.21% |
$2.55K - $2.72K
|
52
$10.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-11.8K- 18.64% |
$2.14M - $2.29M
|
51.3K
$9.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-21.1K- 42.97% |
$3.84M - $4.1M
|
28K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
482+ 2.68% |
$87.9K - $93.7K
|
18.4K
$3.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
23+ 0.23% |
$4.19K - $4.47K
|
10.1K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
195+ 6.76% |
$35.6K - $37.9K
|
3.08K
$599K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
753+ 7.15% |
$137K - $146K
|
11.3K
$2.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.12K+ 3.51% |
$204K - $218K
|
33.1K
$6.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-281- 12.81% |
$51.2K - $54.7K
|
1.91K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$182 - $195
|
5.39K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12K- 7.89% |
$2.19M - $2.34M
|
140K
$27.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11+ 0.19% |
$2.01K - $2.14K
|
5.87K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-21- 1.18% |
$3.83K - $4.08K
|
1.76K
$342K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.07K- 10.84% |
$194K - $207K
|
8.76K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-806- 2.09% |
$147K - $157K
|
37.8K
$7.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-95.6K- 26.62% |
$17.4M - $18.6M
|
263K
$51.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.11% |
$365 - $389
|
1.87K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-20- 1.87% |
$3.65K - $3.89K
|
1.05K
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.6K+ 2.64% |
$474K - $506K
|
101K
$19.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
282+ 6.95% |
$51.4K - $54.8K
|
4.34K
$843K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-135- 3.51% |
$24.6K - $26.3K
|
3.71K
$720K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.29K+ 19.62% |
$600K - $640K
|
20.1K
$3.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-114- 0.67% |
$20.8K - $22.2K
|
17K
$3.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-556- 1.89% |
$101K - $108K
|
28.9K
$5.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
73+ 4.23% |
$13.3K - $14.2K
|
1.8K
$349K
|
|