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 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.99K- 0.92% |
$363K - $387K
|
213K
$41.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
544+ 35.16% |
$99.2K - $106K
|
2.09K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-126- 6.01% |
$23K - $24.5K
|
1.97K
$383K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-46.9K- 1.25% |
$8.54M - $9.11M
|
3.71M
$721M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-14.6K- 49.73% |
$2.66M - $2.84M
|
14.8K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
19+ 0.39% |
$3.46K - $3.7K
|
4.93K
$958K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-112- 3.36% |
$20.4K - $21.8K
|
3.22K
$625K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-7- 0.33% |
$1.28K - $1.36K
|
2.14K
$416K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.12% |
$27K - $28.8K
|
2.27K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-11- 0.23% |
$2.01K - $2.14K
|
4.76K
$926K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-141- 5.69% |
$25.7K - $27.4K
|
2.34K
$454K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.86K+ 114.89% |
$1.43M - $1.53M
|
14.7K
$2.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.44K- 7.7% |
$262K - $279K
|
17.2K
$3.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
899+ 59.89% |
$164K - $175K
|
2.4K
$467K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 56.02% |
$991K - $1.06M
|
4.27K
$829K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-10.7K- 3.57% |
$1.94M - $2.07M
|
288K
$56M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-720- 6.73% |
$131K - $140K
|
9.98K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-479- 9.05% |
$87.3K - $93.2K
|
4.82K
$936K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.9K- 14.13% |
$5.08M - $5.42M
|
169K
$32.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.09% |
$3.1K - $3.31K
|
18.7K
$3.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.47K- 11.31% |
$1.73M - $1.84M
|
74.3K
$14.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.14K- 3.05% |
$755K - $806K
|
132K
$25.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-109- 4.33% |
$19.9K - $21.2K
|
2.41K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
562+ 464.46% |
$102K - $109K
|
683
$133K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-757- 3.57% |
$138K - $147K
|
20.4K
$3.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 18.17% |
$44.1K - $47.1K
|
1.57K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-20.7K- 78.99% |
$3.77M - $4.03M
|
5.5K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.78K+ 14.58% |
$872K - $930K
|
37.6K
$7.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.94% |
$2.19K - $2.33K
|
630
$122K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5- 0.1% |
$912 - $973
|
5.04K
$979K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.27K+ 3.14% |
$232K - $248K
|
41.8K
$8.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6+ 0.32% |
$1.09K - $1.17K
|
1.9K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
3.51K+ 15.26% |
$640K - $683K
|
26.5K
$5.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.66KNew |
$303K - $323K
|
1.66K
$323K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-808- 12.1% |
$147K - $157K
|
5.87K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.9K- 17.56% |
$1.8M - $1.93M
|
46.5K
$9.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-178- 8.4% |
$32.5K - $34.6K
|
1.94K
$377K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-35- 0.58% |
$6.38K - $6.81K
|
5.99K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.2K+ 9.84% |
$766K - $817K
|
46.9K
$9.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-845- 40.12% |
$154K - $164K
|
1.26K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.13K- 3.96% |
$571K - $610K
|
75.9K
$14.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-188- 0.23% |
$34.3K - $36.6K
|
83.3K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-16.4K- 9.33% |
$3M - $3.2M
|
160K
$31.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
130+ 2.44% |
$23.7K - $25.3K
|
5.46K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-167- 9.3% |
$30.4K - $32.5K
|
1.63K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12+ 0.33% |
$2.19K - $2.33K
|
3.7K
$719K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
299+ 4.29% |
$54.5K - $58.2K
|
7.26K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-200- 5.25% |
$36.5K - $38.9K
|
3.61K
$701K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
380+ 7.88% |
$69.3K - $73.9K
|
5.2K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
84New |
$15.3K - $16.3K
|
84
$16.3K
|
|