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 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
120+ 8.96% |
$18.3K - $21.9K
|
1.46K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-483- 12.33% |
$73.6K - $88.3K
|
3.43K
$667K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.45K+ 395.4% |
$982K - $1.18M
|
8.08K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-127- 29.53% |
$19.4K - $23.2K
|
303
$58.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-570- 3.79% |
$86.9K - $104K
|
14.5K
$2.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.24KNew |
$189K - $227K
|
1.24K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
935+ 3.31% |
$143K - $171K
|
29.2K
$5.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
51New |
$7.77K - $9.32K
|
51
$9.91K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
194+ 35.21% |
$29.6K - $35.5K
|
745
$145K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-341- 4.94% |
$52K - $62.3K
|
6.57K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46K+ 60.83% |
$223K - $267K
|
3.86K
$750K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$12.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
418+ 13.41% |
$63.7K - $76.4K
|
3.54K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.5KNew |
$8.92M - $10.7M
|
58.5K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-250- 13.28% |
$38.1K - $45.7K
|
1.63K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$204K - $244K
|
1.34K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
220+ 2.04% |
$33.5K - $40.2K
|
11K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35+ 28.69% |
$5.33K - $6.4K
|
157
$30.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 9.49% |
$1.98K - $2.38K
|
150
$29.2K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-848- 15.97% |
$143K - $158K
|
4.46K
$867K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.88KNew |
$484K - $536K
|
2.88K
$560K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-86- 11.08% |
$14.5K - $16K
|
690
$134K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.19K- 62.11% |
$705K - $780K
|
2.56K
$497K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
98New |
$16.5K - $18.2K
|
98
$19K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.2K+ 9359.03% |
$3.57M - $3.96M
|
21.5K
$4.17M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
119+ 2.26% |
$20K - $22.2K
|
5.39K
$1.05M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
218New |
$36.7K - $40.6K
|
218
$42.4K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
137New |
$23K - $25.5K
|
137
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.18KNew |
$198K - $219K
|
1.18K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02K+ 4.62% |
$1.01M - $1.12M
|
136K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6.33K- 7.71% |
$1.06M - $1.18M
|
75.7K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-53- 4.26% |
$8.91K - $9.87K
|
1.19K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.9K+ 8.15% |
$3.52M - $3.9M
|
278K
$54M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.35K+ 84.01% |
$227K - $251K
|
2.96K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
175KNew |
$29.4M - $32.6M
|
175K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.29KNew |
$890K - $985K
|
5.29K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$4.71K - $5.21K
|
28
$5.44K
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
77.2KNew |
$13M - $14.4M
|
77.2K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
326+ 12.03% |
$54.8K - $60.7K
|
3.04K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2- 0.66% |
$336 - $372
|
300
$58.3K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
194+ 13.83% |
$32.6K - $36.1K
|
1.6K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.13KNew |
$527K - $583K
|
3.13K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.47K+ 21.6% |
$247K - $274K
|
8.28K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-36.3K- 41.47% |
$6.1M - $6.76M
|
51.2K
$9.96M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 4.66% |
$16.8K - $18.6K
|
2.24K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 29.92% |
$4.7M - $5.2M
|
65.5K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.35K- 77.17% |
$731K - $810K
|
1.29K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
18+ 1.69% |
$3.03K - $3.35K
|
1.09K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
42.5KNew |
$7.14M - $7.91M
|
42.5K
$8.25M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1.87K- 8.15% |
$314K - $348K
|
21K
$4.09M
|
|