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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
850+ 6.13% |
$143K - $158K
|
14.7K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.4K+ 5.26% |
$13M - $14.4M
|
1.55M
$250M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.93K+ 1.53% |
$492K - $545K
|
195K
$31.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$467K - $518K
|
2.78K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.29% |
$336 - $372
|
685
$111K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.2K+ 4.61% |
$2.72M - $3.01M
|
367K
$59.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.34K- 28.71% |
$1.07M - $1.18M
|
15.7K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.54K+ 2.78% |
$259K - $287K
|
57K
$9.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.57K+ 1.57% |
$432K - $478K
|
166K
$26.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
805+ 10.8% |
$135K - $150K
|
8.26K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-77- 0.23% |
$12.9K - $14.3K
|
33.1K
$5.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-158- 10.17% |
$26.6K - $29.4K
|
1.4K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-242- 3.85% |
$40.7K - $45.1K
|
6.04K
$975K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-50- 8.73% |
$8.41K - $9.31K
|
523
$84.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.37K+ 18.39% |
$399K - $441K
|
15.3K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
289+ 0.8% |
$48.6K - $53.8K
|
36.3K
$5.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
178+ 40.36% |
$29.9K - $33.1K
|
619
$99.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-281- 15.81% |
$47.3K - $52.3K
|
1.5K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.37K- 3.02% |
$1.41M - $1.56M
|
269K
$43.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-466- 5.1% |
$78.4K - $86.8K
|
8.66K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
200+ 7.21% |
$33.6K - $37.2K
|
2.97K
$480K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6K+ 4.89% |
$2.62M - $2.9M
|
334K
$54M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-214- 2.59% |
$36K - $39.8K
|
8.03K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-833- 7.52% |
$140K - $155K
|
10.2K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-495- 20.42% |
$83.2K - $92.2K
|
1.93K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.9K- 3.01% |
$2.01M - $2.22M
|
384K
$62M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.61K+ 25.77% |
$1.28M - $1.42M
|
37.1K
$5.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-593- 10.78% |
$99.7K - $110K
|
4.91K
$792K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 8.91% |
$486K - $539K
|
35.4K
$5.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
336+ 275.41% |
$56.5K - $62.6K
|
458
$73.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
33+ 1.76% |
$5.55K - $6.14K
|
1.91K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.58% |
$2.69K - $2.98K
|
2.75K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-15- 0.14% |
$2.52K - $2.79K
|
10.5K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.97K+ 2.74% |
$667K - $739K
|
149K
$24M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
430New |
$72.3K - $80.1K
|
430
$69.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
434New |
$73K - $80.8K
|
434
$70.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.85K+ 27.68% |
$311K - $344K
|
8.53K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
131K+ 131.26% |
$22M - $24.3M
|
230K
$37.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
184+ 11.27% |
$30.9K - $34.3K
|
1.82K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-944- 3.32% |
$159K - $176K
|
27.5K
$4.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
354+ 4.88% |
$59.5K - $65.9K
|
7.6K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
754+ 1.13% |
$127K - $140K
|
67.5K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.25K+ 25.76% |
$715K - $792K
|
20.8K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
68New |
$11.4K - $12.7K
|
68
$11K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
79+ 1.7% |
$13.3K - $14.7K
|
4.73K
$763K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-427- 22.51% |
$71.8K - $79.5K
|
1.47K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-138- 53.28% |
$23.2K - $25.7K
|
121
$19.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.05K+ 95.69% |
$1.52M - $1.69M
|
18.5K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.33KNew |
$560K - $620K
|
3.33K
$537K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.41K+ 99.07% |
$1.41M - $1.57M
|
16.9K
$2.73M
|