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 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
617+ 6.76% |
$112K - $120K
|
9.74K
$1.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12.8K- 19.25% |
$2.34M - $2.5M
|
53.9K
$10.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.0% |
$353K - $377K
|
95.1K
$18.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-499- 20.14% |
$91K - $97.1K
|
1.98K
$385K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.59K- 2.32% |
$290K - $309K
|
67K
$13M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11.4K+ 8.34% |
$2.08M - $2.22M
|
148K
$28.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
190+ 1.26% |
$34.6K - $37K
|
15.2K
$2.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.47K+ 4.98% |
$267K - $285K
|
30.9K
$6.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.03K+ 1.62% |
$1.65M - $1.76M
|
566K
$110M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-373K- 99.39% |
$68M - $72.6M
|
2.31K
$448K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 5.68% |
$308K - $329K
|
31.4K
$6.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
366+ 8.02% |
$66.7K - $71.2K
|
4.93K
$958K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
51.1K+ 1.73% |
$9.31M - $9.93M
|
3.01M
$584M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.64K- 1.58% |
$481K - $513K
|
164K
$31.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
602+ 4.37% |
$110K - $117K
|
14.4K
$2.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
100+ 10.58% |
$18.2K - $19.5K
|
1.05K
$203K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
519+ 8.71% |
$94.6K - $101K
|
6.48K
$1.26M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.28K+ 6.52% |
$233K - $248K
|
20.9K
$4.06M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
31+ 0.8% |
$5.65K - $6.03K
|
3.92K
$762K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 3.27% |
$13.5K - $14.4K
|
2.19K
$425K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
496+ 7.45% |
$90.4K - $96.5K
|
7.16K
$1.39M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.91K+ 1.32% |
$531K - $566K
|
223K
$43.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-17.8K- 92.0% |
$3.25M - $3.46M
|
1.55K
$301K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-349- 2.91% |
$63.6K - $67.9K
|
11.7K
$2.26M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-58- 3.4% |
$10.6K - $11.3K
|
1.65K
$320K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-356- 1.58% |
$54.3K - $65.1K
|
22.2K
$4.31M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
245KNew |
$37.4M - $44.8M
|
245K
$47.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 1.2% |
$3.37M - $4.04M
|
1.82M
$353M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
208+ 1.35% |
$31.7K - $38K
|
15.6K
$3.04M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 7.17% |
$169K - $202K
|
14.3K
$2.79M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.18K+ 6.64% |
$180K - $216K
|
19K
$3.69M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.99K+ 2.69% |
$913K - $1.1M
|
229K
$44.5M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
532+ 2.07% |
$81.1K - $97.3K
|
26.2K
$5.09M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-184- 0.38% |
$28K - $33.6K
|
48.9K
$9.5M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 9.57% |
$1.54M - $1.84M
|
115K
$22.4M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
123New |
$18.7K - $22.5K
|
123
$23.9K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-6.51K- 93.59% |
$992K - $1.19M
|
446
$86.7K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-55.4KClosed |
$8.44M - $10.1M
|
0
$0
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
232New |
$35.4K - $42.4K
|
232
$45.1K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
53KNew |
$8.07M - $9.68M
|
53K
$10.3M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-3.32K- 48.59% |
$506K - $607K
|
3.51K
$683K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
197+ 4.62% |
$30K - $36K
|
4.46K
$867K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
197+ 12.89% |
$30K - $36K
|
1.73K
$335K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.16% |
$152 - $183
|
621
$121K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.1K+ 8.0% |
$319K - $383K
|
28.3K
$5.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-525- 2.37% |
$80K - $96K
|
21.7K
$4.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
828+ 10.54% |
$126K - $151K
|
8.69K
$1.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-280- 0.56% |
$42.7K - $51.2K
|
49.7K
$9.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
153+ 2.57% |
$23.3K - $28K
|
6.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-902- 68.91% |
$137K - $165K
|
407
$79.1K
|
|