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 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
58+ 4.4% |
$10.6K - $11.3K
|
1.38K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.17K- 0.91% |
$578K - $617K
|
344K
$66.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
40+ 0.73% |
$7.29K - $7.78K
|
5.54K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.4K- 94.55% |
$256K - $273K
|
81
$15.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.2K+ 29.98% |
$220K - $234K
|
5.22K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16K- 29.41% |
$2.91M - $3.11M
|
38.4K
$7.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
274+ 23.93% |
$50K - $53.3K
|
1.42K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
81+ 0.8% |
$14.8K - $15.8K
|
10.2K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.43K- 15.73% |
$443K - $472K
|
13K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-128- 9.79% |
$23.3K - $24.9K
|
1.18K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-70- 4.71% |
$12.8K - $13.6K
|
1.42K
$275K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.22K+ 34.83% |
$952K - $1.02M
|
20.2K
$3.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.55KNew |
$647K - $690K
|
3.55K
$690K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.05K+ 18.22% |
$192K - $205K
|
6.83K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.66K- 17.25% |
$486K - $518K
|
12.8K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-79- 0.42% |
$14.4K - $15.4K
|
18.7K
$3.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-180- 2.54% |
$32.8K - $35K
|
6.89K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
525+ 46.05% |
$95.7K - $102K
|
1.67K
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
87+ 1.84% |
$15.9K - $16.9K
|
4.82K
$937K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-52- 0.18% |
$9.48K - $10.1K
|
29.4K
$5.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
90.2K+ 18.34% |
$16.4M - $17.5M
|
582K
$113M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-88- 2.9% |
$16K - $17.1K
|
2.95K
$572K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.53K+ 5.48% |
$1.19M - $1.27M
|
126K
$24.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.5K+ 1.13% |
$1.18M - $1.26M
|
583K
$113M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-7.58K- 8.66% |
$1.38M - $1.47M
|
79.9K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-220- 11.55% |
$40.1K - $42.8K
|
1.68K
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
167+ 7.28% |
$30.4K - $32.5K
|
2.46K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-316- 2.45% |
$57.6K - $61.5K
|
12.6K
$2.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-427- 24.71% |
$77.9K - $83.1K
|
1.3K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-12.6K- 3.53% |
$2.29M - $2.44M
|
344K
$66.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.24K- 8.28% |
$590K - $630K
|
35.8K
$6.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-13.1K- 21.74% |
$2.39M - $2.55M
|
47.2K
$9.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
17.5K+ 143.31% |
$3.19M - $3.4M
|
29.7K
$5.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30- 2.76% |
$5.47K - $5.84K
|
1.06K
$205K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
272+ 6.62% |
$49.6K - $52.9K
|
4.38K
$851K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.87K- 17.36% |
$888K - $947K
|
23.2K
$4.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23+ 15.86% |
$4.19K - $4.47K
|
168
$32.7K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-149- 24.87% |
$27.2K - $29K
|
450
$87.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-178- 8.71% |
$32.5K - $34.6K
|
1.87K
$363K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.94K- 5.05% |
$718K - $766K
|
74.1K
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.15KNew |
$209K - $223K
|
1.15K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2- 0.14% |
$365 - $389
|
1.44K
$281K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-102- 6.49% |
$18.6K - $19.8K
|
1.47K
$286K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6.15K- 53.29% |
$1.12M - $1.2M
|
5.39K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.23KNew |
$953K - $1.02M
|
5.23K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 4.39% |
$4.56K - $4.86K
|
544
$106K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-63- 2.03% |
$11.5K - $12.3K
|
3.03K
$590K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.24K+ 20.62% |
$227K - $242K
|
7.28K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
31+ 2.09% |
$5.65K - $6.03K
|
1.51K
$294K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-418- 28.42% |
$76.2K - $81.3K
|
1.05K
$205K
|
|