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 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 1661.4% |
$1.95M - $2.08M
|
11.4K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-745- 2.27% |
$136K - $145K
|
32K
$6.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-586- 3.43% |
$107K - $114K
|
16.5K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-7- 0.57% |
$1.28K - $1.36K
|
1.21K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.36K+ 0.71% |
$613K - $654K
|
477K
$92.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.11% |
$182 - $195
|
879
$171K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.9K- 3.03% |
$4.72M - $5.03M
|
828K
$161M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.05K- 27.26% |
$374K - $399K
|
5.47K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-257- 6.09% |
$46.9K - $50K
|
3.97K
$771K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-151- 1.36% |
$27.5K - $29.4K
|
10.9K
$2.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
272+ 0.75% |
$49.6K - $52.9K
|
36.6K
$7.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5New |
$912 - $973
|
5
$972
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.1KNew |
$200K - $214K
|
1.1K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-570- 1.21% |
$104K - $111K
|
46.7K
$9.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.01% |
$2.55K - $2.72K
|
109K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.34% |
$9.12K - $9.73K
|
14.6K
$2.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-315- 1.38% |
$57.4K - $61.3K
|
22.4K
$4.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-985- 0.57% |
$180K - $192K
|
172K
$33.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
912+ 58.09% |
$166K - $177K
|
2.48K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-6.02K- 20.03% |
$1.1M - $1.17M
|
24K
$4.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
378New |
$68.9K - $73.5K
|
378
$73.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.95K- 13.82% |
$1.45M - $1.55M
|
49.6K
$9.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-819- 5.43% |
$149K - $159K
|
14.3K
$2.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
27+ 0.48% |
$4.92K - $5.25K
|
5.67K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-463- 4.33% |
$84.4K - $90.1K
|
10.2K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
58+ 0.2% |
$10.6K - $11.3K
|
29.7K
$5.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
3.56KNew |
$649K - $693K
|
3.56K
$692K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.93K+ 14.05% |
$352K - $376K
|
15.7K
$3.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.3K- 10.09% |
$2.06M - $2.2M
|
101K
$19.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.05KNew |
$192K - $205K
|
1.05K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
257New |
$46.9K - $50K
|
257
$50K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-17- 0.7% |
$3.1K - $3.31K
|
2.43K
$472K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
171K+ 43.6% |
$31.2M - $33.3M
|
564K
$110M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
11KNew |
$2.01M - $2.15M
|
11K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-101- 1.24% |
$18.4K - $19.6K
|
8.02K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-130- 61.32% |
$23.7K - $25.3K
|
82
$15.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36K+ 2239.33% |
$612K - $653K
|
3.51K
$682K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.21K+ 4.14% |
$1.13M - $1.21M
|
156K
$30.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-27K- 18.15% |
$4.92M - $5.25M
|
122K
$23.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
899+ 2.13% |
$164K - $175K
|
43.1K
$8.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.6K- 15.98% |
$2.11M - $2.25M
|
60.9K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
453+ 20.3% |
$82.6K - $88.1K
|
2.68K
$522K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.28% |
$182 - $195
|
363
$70.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
320+ 6.22% |
$58.3K - $62.2K
|
5.46K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.26K- 18.46% |
$959K - $1.02M
|
23.2K
$4.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.37K+ 8.71% |
$614K - $655K
|
42K
$8.17M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.5KNew |
$274K - $292K
|
1.5K
$292K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.5K- 13.96% |
$4.47M - $4.77M
|
151K
$29.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 13.15% |
$1.84M - $1.96M
|
86.8K
$16.9M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.26K- 24.18% |
$229K - $244K
|
3.94K
$766K
|
|