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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7K+ 6.42% |
$1.07M - $1.28M
|
116K
$22.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
39+ 2.2% |
$5.94K - $7.13K
|
1.81K
$352K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-82- 1.36% |
$12.5K - $15K
|
5.96K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 2.94% |
$1.22K - $1.46K
|
280
$54.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-188K- 37.31% |
$28.6M - $34.3M
|
316K
$61.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-425- 5.62% |
$64.8K - $77.7K
|
7.14K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
60+ 2.5% |
$9.15K - $11K
|
2.46K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-45- 48.39% |
$6.86K - $8.23K
|
48
$9.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 6.9% |
$5.64K - $6.76K
|
499
$97K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$12.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
160New |
$24.4K - $29.3K
|
160
$31.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
612New |
$93.3K - $112K
|
612
$119K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 0.12% |
$610 - $731
|
3.21K
$624K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-99- 3.37% |
$15.1K - $18.1K
|
2.84K
$551K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.3K+ 78.61% |
$2.49M - $2.98M
|
37.1K
$7.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.49KNew |
$380K - $455K
|
2.49K
$484K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.7KNew |
$564K - $676K
|
3.7K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
116+ 7.2% |
$17.7K - $21.2K
|
1.73K
$336K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60.7KNew |
$9.25M - $11.1M
|
60.7K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.15KNew |
$176K - $211K
|
1.15K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-35K- 50.0% |
$5.33M - $6.4M
|
35K
$6.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-300- 20.66% |
$45.7K - $54.8K
|
1.15K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.2KNew |
$183K - $219K
|
1.2K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-4.3K- 58.92% |
$655K - $785K
|
3K
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-108- 1.4% |
$16.5K - $19.7K
|
7.63K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 6.13% |
$22.9K - $27.4K
|
2.6K
$505K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.16KNew |
$177K - $213K
|
1.16K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-13- 0.42% |
$1.98K - $2.38K
|
3.06K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.03K- 62.89% |
$462K - $554K
|
1.79K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 3.17% |
$3.05K - $3.66K
|
651
$127K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 2.53% |
$9.15K - $11K
|
2.31K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
8+ 0.13% |
$1.22K - $1.46K
|
6.23K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
330+ 13.72% |
$50.3K - $60.3K
|
2.74K
$532K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-859- 18.1% |
$131K - $157K
|
3.89K
$755K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21- 9.33% |
$3.2K - $3.84K
|
204
$39.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.27KNew |
$193K - $231K
|
1.27K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 44.67% |
$46.6K - $55.9K
|
379
$73.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
544+ 12.87% |
$82.9K - $99.5K
|
4.77K
$927K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 3.06% |
$2.13K - $2.56K
|
472
$91.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.76KNew |
$267K - $321K
|
1.76K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
32+ 11.76% |
$4.88K - $5.85K
|
304
$59.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-14.1K- 6.66% |
$2.15M - $2.58M
|
198K
$38.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.22KNew |
$643K - $772K
|
4.22K
$820K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$7.62K - $9.14K
|
50
$9.72K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
6.56K+ 7.06% |
$1M - $1.2M
|
99.5K
$19.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11K+ 15.18% |
$322K - $386K
|
16K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
7.32KNew |
$1.11M - $1.34M
|
7.32K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-649- 14.73% |
$98.9K - $119K
|
3.76K
$730K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-198- 51.7% |
$30.2K - $36.2K
|
185
$36K
|
|