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 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
|
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
|
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
|
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
|
|
|
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
|
|