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 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.65K+ 22.86% |
$483K - $515K
|
14.2K
$2.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-790- 35.97% |
$144K - $154K
|
1.41K
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-98- 5.3% |
$17.9K - $19.1K
|
1.75K
$340K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.68K+ 1.63% |
$306K - $327K
|
104K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.23% |
$1.09K - $1.17K
|
2.58K
$501K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.64K- 11.6% |
$299K - $319K
|
12.5K
$2.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.1K+ 4.44% |
$748K - $797K
|
96.5K
$18.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.65K- 35.68% |
$1.03M - $1.1M
|
10.2K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.68% |
$10.9K - $11.7K
|
3.63K
$705K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.02K+ 1.61% |
$186K - $198K
|
64.4K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.34K- 5.95% |
$608K - $649K
|
52.7K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-150- 3.01% |
$27.3K - $29.2K
|
4.83K
$938K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.35K- 3.3% |
$245K - $262K
|
39.4K
$7.65M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.23K- 0.64% |
$225K - $240K
|
193K
$37.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
261+ 46.03% |
$47.6K - $50.8K
|
828
$161K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
57+ 2.01% |
$10.4K - $11.1K
|
2.89K
$562K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
135+ 2.2% |
$24.6K - $26.3K
|
6.28K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
537+ 15.5% |
$97.9K - $104K
|
4K
$778K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-161K- 57.25% |
$29.4M - $31.4M
|
120K
$23.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-167- 0.51% |
$30.4K - $32.5K
|
32.7K
$6.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-89.3K- 21.78% |
$16.3M - $17.4M
|
321K
$62.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
324+ 0.2% |
$59.1K - $63K
|
160K
$31.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
283New |
$51.6K - $55K
|
283
$55K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77K+ 2.89% |
$14M - $15M
|
2.74M
$532M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-496- 5.24% |
$90.4K - $96.5K
|
8.97K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-100- 1.91% |
$18.2K - $19.5K
|
5.15K
$1M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 1.4% |
$9.12K - $9.73K
|
3.52K
$683K
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-32.7K- 49.09% |
$5.96M - $6.35M
|
33.9K
$6.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-263- 13.82% |
$48K - $51.2K
|
1.64K
$319K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
182+ 0.11% |
$33.2K - $35.4K
|
165K
$32.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
285+ 46.04% |
$52K - $55.4K
|
904
$176K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-35- 12.28% |
$6.38K - $6.81K
|
250
$48.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-11- 0.55% |
$2.01K - $2.14K
|
2K
$389K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-2.24K- 4.91% |
$408K - $435K
|
43.4K
$8.43M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.0% |
$2.01K - $2.14K
|
1.09K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
127+ 0.66% |
$23.2K - $24.7K
|
19.4K
$3.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.32K+ 2.1% |
$788K - $841K
|
210K
$40.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-13.8K- 35.82% |
$2.51M - $2.68M
|
24.7K
$4.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-300- 13.53% |
$54.7K - $58.4K
|
1.92K
$373K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.56K+ 1.72% |
$831K - $887K
|
269K
$52.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
812+ 2.99% |
$148K - $158K
|
27.9K
$5.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 6.55% |
$280K - $299K
|
21.9K
$4.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13.3K- 10.05% |
$2.43M - $2.59M
|
119K
$23.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
875+ 8.75% |
$160K - $170K
|
10.9K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
693+ 2.92% |
$126K - $135K
|
24.4K
$4.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-23.8K- 58.58% |
$4.34M - $4.63M
|
16.8K
$3.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16.7K+ 12.24% |
$3.04M - $3.24M
|
153K
$29.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-577- 5.72% |
$105K - $112K
|
9.51K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246+ 1.1% |
$44.9K - $47.8K
|
22.6K
$4.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.84K- 6.3% |
$336K - $359K
|
27.4K
$5.33M
|
|