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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-615- 23.42% |
$93.7K - $112K
|
2.01K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
2KNew |
$305K - $366K
|
2K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
225+ 3.69% |
$34.3K - $41.1K
|
6.33K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
952+ 72.95% |
$145K - $174K
|
2.26K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-57- 69.51% |
$8.69K - $10.4K
|
25
$4.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-4.95K- 65.8% |
$754K - $904K
|
2.57K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 8.64% |
$19.8K - $23.8K
|
1.37K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.48K+ 18.64% |
$531K - $637K
|
22.2K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-140- 5.77% |
$21.3K - $25.6K
|
2.29K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17K+ 68.49% |
$2.59M - $3.11M
|
41.8K
$8.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.7K+ 90.43% |
$5.9M - $7.08M
|
81.6K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-55- 9.89% |
$8.38K - $10.1K
|
501
$97.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-14.6K- 79.98% |
$2.22M - $2.67M
|
3.65K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.2K- 95.48% |
$8.86M - $10.6M
|
2.75K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.84KNew |
$281K - $337K
|
1.84K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-41- 3.25% |
$6.25K - $7.5K
|
1.22K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
98+ 24.87% |
$14.9K - $17.9K
|
492
$95.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-273- 54.71% |
$41.6K - $49.9K
|
226
$43.9K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.5KNew |
$2.22M - $2.66M
|
14.5K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
90New |
$13.7K - $16.5K
|
90
$17.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-132- 18.8% |
$20.1K - $24.1K
|
570
$111K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.38KNew |
$210K - $252K
|
1.38K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-61- 3.58% |
$9.3K - $11.2K
|
1.64K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
677+ 12.53% |
$103K - $124K
|
6.08K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.04K+ 60.12% |
$1.07M - $1.29M
|
18.7K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
824+ 7.95% |
$126K - $151K
|
11.2K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7.09K+ 7.52% |
$1.08M - $1.3M
|
101K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.53K- 18.63% |
$234K - $280K
|
6.7K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
694+ 12.74% |
$106K - $127K
|
6.14K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-8.07K- 50.0% |
$1.23M - $1.47M
|
8.07K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$27.7K - $33.3K
|
182
$35.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-145- 6.09% |
$22.1K - $26.5K
|
2.24K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-11.8K- 4.1% |
$1.8M - $2.16M
|
276K
$53.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-121- 1.55% |
$18.4K - $22.1K
|
7.67K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
382New |
$58.2K - $69.8K
|
382
$74.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 38.57% |
$240K - $287K
|
5.65K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
37.4KNew |
$5.7M - $6.84M
|
37.4K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-156- 11.76% |
$23.8K - $28.5K
|
1.17K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
128New |
$19.5K - $23.4K
|
128
$24.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-55- 1.76% |
$8.38K - $10.1K
|
3.07K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-1.62K- 50.36% |
$247K - $296K
|
1.6K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-252- 9.84% |
$38.4K - $46.1K
|
2.31K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-42- 5.24% |
$6.4K - $7.68K
|
759
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-6- 3.13% |
$915 - $1.1K
|
186
$36.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
400New |
$61K - $73.1K
|
400
$77.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-80- 15.66% |
$12.2K - $14.6K
|
431
$83.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 3.97% |
$1.53M - $1.84M
|
264K
$51.2M
|
|