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 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.06K- 40.27% |
$162K - $194K
|
1.58K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 2.43% |
$193K - $232K
|
53.6K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.72K+ 37.32% |
$262K - $315K
|
6.33K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.98K- 41.25% |
$301K - $361K
|
2.82K
$547K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
943+ 4.97% |
$144K - $172K
|
19.9K
$3.87M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
1.19KNew |
$181K - $217K
|
1.19K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$261K - $313K
|
1.71K
$333K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-33- 2.7% |
$5.03K - $6.03K
|
1.19K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.11KNew |
$169K - $203K
|
1.11K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
801+ 0.73% |
$122K - $146K
|
110K
$21.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.73KNew |
$264K - $317K
|
1.73K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-51- 1.63% |
$7.77K - $9.32K
|
3.08K
$598K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.15KNew |
$176K - $211K
|
1.15K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
676New |
$103K - $124K
|
676
$131K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
685+ 9.11% |
$104K - $125K
|
8.21K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-15- 0.98% |
$2.29K - $2.74K
|
1.51K
$294K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
218New |
$33.2K - $39.9K
|
218
$42.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-13.3K- 5.01% |
$2.02M - $2.43M
|
252K
$48.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-777- 24.65% |
$118K - $142K
|
2.38K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.62K+ 324.65% |
$247K - $296K
|
2.12K
$412K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-105- 8.05% |
$16K - $19.2K
|
1.2K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-14- 0.83% |
$2.13K - $2.56K
|
1.67K
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.77K+ 5.45% |
$575K - $690K
|
73K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.63K- 13.23% |
$554K - $664K
|
23.8K
$4.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
211+ 1.76% |
$32.2K - $38.6K
|
12.2K
$2.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.22KNew |
$186K - $223K
|
1.22K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
117+ 6.87% |
$17.8K - $21.4K
|
1.82K
$354K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-65- 73.86% |
$9.91K - $11.9K
|
23
$4.47K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
40New |
$6.1K - $7.31K
|
40
$7.78K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.17KNew |
$178K - $214K
|
1.17K
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-220- 18.64% |
$33.5K - $40.2K
|
960
$187K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
75New |
$11.4K - $13.7K
|
75
$14.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-429- 14.95% |
$65.4K - $78.4K
|
2.44K
$474K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
48New |
$7.32K - $8.78K
|
48
$9.33K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14.9K- 6.11% |
$2.27M - $2.72M
|
229K
$44.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-9- 15.25% |
$1.37K - $1.65K
|
50
$9.72K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-105- 6.33% |
$16K - $19.2K
|
1.55K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-680- 5.52% |
$104K - $124K
|
11.6K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-44- 2.05% |
$6.71K - $8.04K
|
2.1K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14.9K- 6.11% |
$2.27M - $2.72M
|
229K
$44.5M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
640+ 17.45% |
$97.5K - $117K
|
4.31K
$837K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
327+ 15.03% |
$49.8K - $59.8K
|
2.5K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
38.8KNew |
$5.91M - $7.09M
|
38.8K
$7.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-161- 11.63% |
$24.5K - $29.4K
|
1.22K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.45KNew |
$221K - $265K
|
1.45K
$282K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.16KNew |
$176K - $211K
|
1.16K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.03K- 7.75% |
$156K - $187K
|
12.2K
$2.37M
|
|