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 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-19- 0.76% |
$3.46K - $3.7K
|
2.48K
$483K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-8.77K- 17.73% |
$1.6M - $1.7M
|
40.7K
$7.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.67KNew |
$1.4M - $1.49M
|
7.67K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
2.33K+ 14.73% |
$424K - $453K
|
18.1K
$3.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
15+ 0.17% |
$2.73K - $2.92K
|
8.63K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
485+ 5.85% |
$88.4K - $94.3K
|
8.78K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
560+ 7.23% |
$102K - $109K
|
8.31K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-11.2K- 6.7% |
$2.05M - $2.18M
|
156K
$30.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-6- 0.05% |
$1.09K - $1.17K
|
11.9K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
791+ 4.82% |
$144K - $154K
|
17.2K
$3.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
443+ 10.88% |
$80.8K - $86.2K
|
4.52K
$878K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.95% |
$183K - $196K
|
50.7K
$9.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.11% |
$365 - $389
|
1.78K
$345K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.1K+ 123.8% |
$1.84M - $1.96M
|
18.2K
$3.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.87K+ 688.49% |
$523K - $558K
|
3.29K
$639K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
200New |
$36.5K - $38.9K
|
200
$38.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
134K+ 846.06% |
$24.4M - $26M
|
150K
$29.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.14K- 6.08% |
$755K - $806K
|
64K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
328+ 1.77% |
$59.8K - $63.8K
|
18.8K
$3.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.86K- 9.77% |
$1.62M - $1.72M
|
81.9K
$15.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-117- 0.75% |
$21.3K - $22.8K
|
15.5K
$3.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-17K- 76.51% |
$3.09M - $3.3M
|
5.21K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
388+ 4.52% |
$70.7K - $75.5K
|
8.98K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
435+ 1.99% |
$79.3K - $84.6K
|
22.3K
$4.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-153- 6.39% |
$27.9K - $29.8K
|
2.24K
$435K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-11.7K- 45.92% |
$2.14M - $2.28M
|
13.8K
$2.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
704+ 5.33% |
$128K - $137K
|
13.9K
$2.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-265- 10.75% |
$48.3K - $51.5K
|
2.2K
$428K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-90- 2.98% |
$16.4K - $17.5K
|
2.93K
$569K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.16K- 0.94% |
$212K - $226K
|
122K
$23.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.2K+ 178.51% |
$14.3M - $15.2M
|
122K
$23.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
47+ 3.3% |
$8.57K - $9.14K
|
1.47K
$286K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
185New |
$33.7K - $36K
|
185
$36K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.45K+ 2.79% |
$264K - $281K
|
53.3K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.16K+ 24.85% |
$211K - $225K
|
5.8K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-481K- 19.52% |
$87.7M - $93.6M
|
1.98M
$386M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
923+ 452.45% |
$168K - $180K
|
1.13K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 2.8% |
$976K - $1.04M
|
186K
$36.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.1K+ 256.43% |
$2.39M - $2.55M
|
18.2K
$3.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.22K+ 1.65% |
$1.5M - $1.6M
|
505K
$98.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
20+ 2.55% |
$3.65K - $3.89K
|
805
$156K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 2.43% |
$231K - $246K
|
50.7K
$9.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-12K- 15.74% |
$2.19M - $2.34M
|
64.4K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.4K- 63.68% |
$1.89M - $2.01M
|
5.9K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.72K- 26.46% |
$1.41M - $1.5M
|
21.5K
$4.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.53K- 7.9% |
$279K - $297K
|
17.8K
$3.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.96K+ 11.38% |
$356K - $380K
|
19.1K
$3.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-46K- 67.91% |
$8.38M - $8.94M
|
21.7K
$4.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.02K+ 20.37% |
$368K - $392K
|
11.9K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.31K+ 14.73% |
$239K - $255K
|
10.2K
$1.99M
|
|