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 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-925- 9.76% |
$169K - $180K
|
8.55K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
65+ 2.68% |
$11.9K - $12.6K
|
2.49K
$484K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
161+ 5.47% |
$29.4K - $31.3K
|
3.1K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
950New |
$173K - $185K
|
950
$185K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
1.56KNew |
$285K - $304K
|
1.56K
$304K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-130- 6.62% |
$23.7K - $25.3K
|
1.83K
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-387- 7.3% |
$70.6K - $75.3K
|
4.91K
$955K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.56K+ 10100.0% |
$1.01M - $1.08M
|
5.61K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-18- 3.63% |
$3.28K - $3.5K
|
478
$92.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 12.35% |
$680K - $725K
|
33.9K
$6.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11.2K- 63.62% |
$2.05M - $2.18M
|
6.42K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-28- 1.54% |
$5.11K - $5.45K
|
1.79K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69- 0.94% |
$12.6K - $13.4K
|
7.3K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
696+ 6.34% |
$127K - $135K
|
11.7K
$2.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-111- 2.2% |
$20.2K - $21.6K
|
4.93K
$959K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1+ 0.08% |
$182 - $195
|
1.31K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-74- 1.39% |
$13.5K - $14.4K
|
5.26K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-230- 7.65% |
$41.9K - $44.7K
|
2.78K
$540K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301+ 0.66% |
$54.9K - $58.5K
|
46.1K
$8.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-356K- 17.93% |
$64.9M - $69.2M
|
1.63M
$317M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-109- 1.64% |
$19.9K - $21.2K
|
6.55K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-4.1K- 12.62% |
$747K - $797K
|
28.4K
$5.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-130- 20.41% |
$23.7K - $25.3K
|
507
$98.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-260- 72.42% |
$47.4K - $50.6K
|
99
$19.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7.15K- 11.76% |
$1.3M - $1.39M
|
53.7K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
47+ 0.1% |
$8.57K - $9.14K
|
46.5K
$9.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.14K+ 6.55% |
$391K - $417K
|
34.9K
$6.78M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32K+ 5.78% |
$5.83M - $6.22M
|
585K
$114M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-322- 2.91% |
$58.7K - $62.6K
|
10.8K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
913+ 2.08% |
$166K - $178K
|
44.9K
$8.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.14K+ 38.27% |
$209K - $223K
|
4.13K
$803K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.6K- 48.4% |
$2.66M - $2.84M
|
15.6K
$3.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-690- 13.8% |
$126K - $134K
|
4.31K
$838K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52+ 0.4% |
$9.48K - $10.1K
|
13.1K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-52- 0.2% |
$9.48K - $10.1K
|
25.5K
$4.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-599- 8.92% |
$109K - $117K
|
6.12K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 0.19% |
$8.93K - $9.53K
|
25.6K
$4.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 5.13% |
$583K - $622K
|
65.6K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.38K+ 2.4% |
$617K - $658K
|
144K
$28.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-475- 2.21% |
$86.6K - $92.4K
|
21K
$4.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.48K- 9.74% |
$270K - $288K
|
13.7K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
116+ 7.26% |
$21.2K - $22.6K
|
1.71K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.96K- 6.61% |
$539K - $575K
|
41.8K
$8.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
86+ 5.52% |
$15.7K - $16.7K
|
1.64K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-214- 11.72% |
$39K - $41.6K
|
1.61K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.03% |
$365 - $389
|
6.61K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-53- 0.88% |
$9.66K - $10.3K
|
6K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.11K+ 1.41% |
$567K - $605K
|
223K
$43.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.02K- 2.07% |
$187K - $199K
|
48.4K
$9.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-146- 1.93% |
$26.6K - $28.4K
|
7.43K
$1.44M
|
|