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 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-178- 3.12% |
$32.5K - $34.6K
|
5.52K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.12K+ 64.86% |
$205K - $218K
|
2.85K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 0.79% |
$8.02K - $8.56K
|
5.59K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-92- 8.04% |
$16.8K - $17.9K
|
1.05K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.9K+ 1.81% |
$528K - $564K
|
163K
$31.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.69K+ 55.55% |
$309K - $329K
|
4.74K
$921K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-26.9K- 10.42% |
$4.91M - $5.23M
|
231K
$45M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-27- 0.52% |
$4.92K - $5.25K
|
5.17K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-450- 2.63% |
$82K - $87.5K
|
16.6K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-764- 2.82% |
$139K - $149K
|
26.4K
$5.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 3.14% |
$2.6M - $2.78M
|
440K
$85.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-332- 6.76% |
$60.5K - $64.6K
|
4.58K
$890K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.14K+ 3.21% |
$389K - $415K
|
68.7K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
111+ 1.22% |
$20.2K - $21.6K
|
9.18K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.35K- 1.51% |
$792K - $845K
|
284K
$55.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10+ 0.18% |
$1.82K - $1.95K
|
5.72K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
183+ 3.61% |
$33.4K - $35.6K
|
5.25K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-194- 13.04% |
$35.4K - $37.7K
|
1.29K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
345+ 11.18% |
$62.9K - $67.1K
|
3.43K
$667K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.32K+ 0.83% |
$423K - $452K
|
281K
$54.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.27K- 31.35% |
$1.14M - $1.22M
|
13.7K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-169- 16.87% |
$30.8K - $32.9K
|
833
$162K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-716K- 62.37% |
$131M - $139M
|
432K
$84M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.17% |
$182 - $195
|
47
$9.14K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-602- 6.33% |
$110K - $117K
|
8.91K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-132K- 16.07% |
$24M - $25.6M
|
688K
$134M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-257- 18.32% |
$46.9K - $50K
|
1.15K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.48K+ 1.94% |
$271K - $289K
|
78K
$15.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-128- 8.73% |
$23.3K - $24.9K
|
1.34K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-138- 9.69% |
$25.2K - $26.8K
|
1.29K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.25% |
$4.19K - $4.47K
|
9.01K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
227+ 0.78% |
$41.4K - $44.2K
|
29.5K
$5.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-5.89K- 39.63% |
$1.07M - $1.14M
|
8.97K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-478- 0.35% |
$87.2K - $93K
|
136K
$26.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.42K- 26.36% |
$1.17M - $1.25M
|
17.9K
$3.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
585+ 12.0% |
$107K - $114K
|
5.46K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-439- 0.75% |
$80K - $85.4K
|
58.3K
$11.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-418- 2.15% |
$76.2K - $81.3K
|
19.1K
$3.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.23K- 8.3% |
$407K - $434K
|
24.7K
$4.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.7K- 11.93% |
$2.14M - $2.28M
|
86.6K
$16.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 8.95% |
$1.87M - $2M
|
105K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
806+ 2.29% |
$147K - $157K
|
36.1K
$7.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.19K- 16.64% |
$399K - $425K
|
10.9K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 16.98% |
$4.83M - $5.15M
|
182K
$35.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.28K+ 6.51% |
$415K - $443K
|
37.3K
$7.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.05K- 15.48% |
$373K - $398K
|
11.2K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
811+ 0.49% |
$148K - $158K
|
166K
$32.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-54- 0.82% |
$9.85K - $10.5K
|
6.51K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
69+ 1.21% |
$12.6K - $13.4K
|
5.76K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 24.24% |
$2.92K - $3.11K
|
82
$15.9K
|
|