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 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-337- 18.02% |
$61.4K - $65.5K
|
1.53K
$298K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-177- 8.06% |
$32.3K - $34.4K
|
2.02K
$392K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-761- 2.13% |
$139K - $148K
|
35K
$6.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.49K+ 51.55% |
$818K - $872K
|
13.2K
$2.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.82K+ 81.48% |
$1.24M - $1.33M
|
15.2K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.49K- 4.72% |
$454K - $484K
|
50.3K
$9.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$19.2M - $20.5M
|
106K
$20.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$912 - $973
|
6.08K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
5+ 0.76% |
$912 - $973
|
663
$129K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-46- 3.94% |
$8.39K - $8.95K
|
1.12K
$218K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-417- 0.92% |
$76K - $81.1K
|
44.9K
$8.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.04% |
$182 - $195
|
97
$18.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-31.2K- 17.03% |
$5.68M - $6.06M
|
152K
$29.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-219K- 13.95% |
$39.9M - $42.5M
|
1.35M
$262M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-326- 4.17% |
$59.4K - $63.4K
|
7.49K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
942+ 3.22% |
$172K - $183K
|
30.2K
$5.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-41- 1.31% |
$7.48K - $7.97K
|
3.09K
$600K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-43- 0.57% |
$7.84K - $8.36K
|
7.5K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
287+ 23.88% |
$52.3K - $55.8K
|
1.49K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.65K+ 12.02% |
$482K - $515K
|
24.7K
$4.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-122- 0.81% |
$22.2K - $23.7K
|
15K
$2.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-408K- 98.76% |
$74.4M - $79.3M
|
5.11K
$993K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.13K+ 80.47% |
$205K - $219K
|
2.52K
$490K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
335+ 4.53% |
$61.1K - $65.2K
|
7.72K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-18- 1.32% |
$3.28K - $3.5K
|
1.35K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.86K+ 12.6% |
$1.62M - $1.72M
|
79.2K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-205- 2.44% |
$37.4K - $39.9K
|
8.2K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
137+ 7.31% |
$25K - $26.6K
|
2.01K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
123+ 1.13% |
$22.4K - $23.9K
|
11K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.96K+ 0.54% |
$539K - $575K
|
554K
$108M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28K- 72.72% |
$5.11M - $5.45M
|
10.5K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.05K- 13.64% |
$739K - $789K
|
25.7K
$4.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.51K- 35.49% |
$458K - $489K
|
4.57K
$888K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 10.51% |
$334K - $357K
|
15.6K
$3.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.41K- 7.05% |
$1.35M - $1.44M
|
97.8K
$19M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7+ 0.05% |
$1.28K - $1.36K
|
12.9K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
5.48K+ 1.75% |
$999K - $1.07M
|
319K
$62M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.09K+ 122.0% |
$563K - $601K
|
5.62K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
147+ 1.24% |
$26.8K - $28.6K
|
12K
$2.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30.4KNew |
$5.55M - $5.92M
|
30.4K
$5.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-833- 0.82% |
$152K - $162K
|
101K
$19.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
107+ 3.3% |
$19.5K - $20.8K
|
3.35K
$651K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-445- 11.58% |
$81.1K - $86.6K
|
3.4K
$661K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-1.02K- 1.1% |
$186K - $198K
|
91.5K
$17.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-128- 1.71% |
$23.3K - $24.9K
|
7.38K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.85K- 55.31% |
$1.8M - $1.91M
|
7.96K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.25K- 12.88% |
$410K - $437K
|
15.2K
$2.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.9K- 10.18% |
$1.26M - $1.34M
|
60.9K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.49K- 55.79% |
$1.55M - $1.65M
|
6.73K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-374- 1.67% |
$68.2K - $72.7K
|
22K
$4.28M
|
|