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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-50- 23.81% |
$9.12K - $9.73K
|
160
$31.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1+ 0.08% |
$182 - $195
|
1.23K
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.65KNew |
$847K - $904K
|
4.65K
$903K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
68+ 26.88% |
$12.4K - $13.2K
|
321
$62.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.64K+ 109.6% |
$845K - $902K
|
8.87K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.61K- 61.04% |
$476K - $508K
|
1.67K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
20+ 1.23% |
$3.65K - $3.89K
|
1.64K
$319K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
899+ 2.45% |
$164K - $175K
|
37.6K
$7.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-28- 0.24% |
$5.11K - $5.45K
|
11.6K
$2.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.28% |
$4.38K - $4.67K
|
8.6K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-44.1K- 56.9% |
$8.04M - $8.57M
|
33.4K
$6.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-11.2K- 8.62% |
$2.04M - $2.17M
|
119K
$23M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.05K- 37.89% |
$191K - $204K
|
1.72K
$335K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.4K- 9.98% |
$802K - $855K
|
39.7K
$7.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.9K+ 14.55% |
$2.71M - $2.89M
|
117K
$22.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-460- 4.59% |
$83.9K - $89.5K
|
9.56K
$1.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-7.11K- 32.42% |
$1.3M - $1.38M
|
14.8K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.04KNew |
$189K - $202K
|
1.04K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-632- 1.27% |
$115K - $123K
|
49.2K
$9.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
7.18K+ 22.47% |
$1.31M - $1.4M
|
39.2K
$7.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 21.62% |
$2.92K - $3.11K
|
58
$11.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
125K+ 5.01% |
$22.9M - $24.4M
|
2.63M
$511M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-213- 3.43% |
$38.8K - $41.4K
|
6K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
285+ 4.54% |
$52K - $55.4K
|
6.56K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-761- 0.61% |
$139K - $148K
|
124K
$24.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.9KNew |
$346K - $369K
|
1.9K
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-35.2K- 72.16% |
$6.43M - $6.85M
|
13.6K
$2.64M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-799- 1.39% |
$146K - $155K
|
56.6K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-13- 0.64% |
$2.37K - $2.53K
|
2.01K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5- 0.07% |
$912 - $973
|
7.12K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-9.77K- 16.34% |
$1.78M - $1.9M
|
50K
$9.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
989+ 1.44% |
$180K - $192K
|
69.5K
$13.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-493K- 20.54% |
$89.8M - $95.8M
|
1.91M
$370M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
329+ 4.79% |
$60K - $64K
|
7.2K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
726+ 0.17% |
$132K - $141K
|
417K
$81.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.13K- 31.18% |
$570K - $608K
|
6.9K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-405- 7.56% |
$73.8K - $78.8K
|
4.95K
$963K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.36K+ 2.49% |
$248K - $264K
|
55.9K
$10.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.06% |
$2.37K - $2.53K
|
22.2K
$4.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-900- 8.93% |
$164K - $175K
|
9.18K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-137- 11.06% |
$25K - $26.6K
|
1.1K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-169- 6.43% |
$30.8K - $32.9K
|
2.46K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.57K+ 82.5% |
$468K - $500K
|
5.68K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
165+ 57.69% |
$30.1K - $32.1K
|
451
$87.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
1.26K+ 27.26% |
$230K - $245K
|
5.88K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.73KNew |
$680K - $725K
|
3.73K
$725K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
94+ 5.33% |
$17.1K - $18.3K
|
1.86K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.18K- 3.1% |
$214K - $229K
|
36.7K
$7.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 8.28% |
$619K - $660K
|
44.4K
$8.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.42KNew |
$258K - $275K
|
1.42K
$275K
|
|