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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1.71KNew |
$288K - $318K
|
1.71K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.21K- 3.6% |
$709K - $785K
|
113K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26KNew |
$379K - $420K
|
2.26K
$439K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-96- 6.16% |
$16.1K - $17.9K
|
1.46K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
251New |
$42.2K - $46.7K
|
251
$48.8K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-89- 16.86% |
$15K - $16.6K
|
439
$85.3K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.25KNew |
$379K - $420K
|
2.25K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.35KNew |
$228K - $252K
|
1.35K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3- 0.17% |
$504 - $559
|
1.8K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-37- 92.5% |
$6.22K - $6.89K
|
3
$583
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
249New |
$41.9K - $46.4K
|
249
$48.4K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18.1K+ 16.29% |
$3.05M - $3.38M
|
129K
$25.2M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-37- 20.79% |
$6.22K - $6.89K
|
141
$27.4K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 42.2% |
$183K - $203K
|
1.49K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.36KNew |
$228K - $253K
|
1.36K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-193- 55.3% |
$32.5K - $35.9K
|
156
$30.3K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-25- 0.93% |
$4.2K - $4.66K
|
2.67K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-477- 2.76% |
$80.2K - $88.8K
|
16.8K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$496K - $550K
|
2.95K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
349New |
$58.7K - $65K
|
349
$67.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 35.33% |
$27.7K - $30.7K
|
632
$123K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
296New |
$49.8K - $55.1K
|
296
$57.5K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-250- 15.52% |
$42K - $46.6K
|
1.36K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-14- 2.45% |
$2.35K - $2.61K
|
558
$108K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
436+ 8.94% |
$73.3K - $81.2K
|
5.31K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
55New |
$9.25K - $10.2K
|
55
$10.7K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
11.8K+ 2.82% |
$1.98M - $2.2M
|
430K
$83.5M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$1.18K - $1.3K
|
7
$1.36K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 14.82% |
$14.6K - $16.2K
|
500
$97.2K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
916+ 10.31% |
$154K - $171K
|
9.8K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
90+ 58.44% |
$15.1K - $16.8K
|
244
$47.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12+ 16.44% |
$2.02K - $2.23K
|
85
$16.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-102K- 96.55% |
$17.1M - $18.9M
|
3.63K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
331New |
$55.7K - $61.6K
|
331
$64.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$379K - $419K
|
2.25K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$16.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-107- 3.54% |
$18K - $19.9K
|
2.92K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.28K+ 128.48% |
$720K - $797K
|
7.61K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
924New |
$155K - $172K
|
924
$180K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-372- 14.45% |
$62.6K - $69.3K
|
2.2K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.2KNew |
$202K - $224K
|
1.2K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-635- 27.51% |
$107K - $118K
|
1.67K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-72- 9.59% |
$12.1K - $13.4K
|
679
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
460+ 24.56% |
$77.4K - $85.7K
|
2.33K
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-996- 17.14% |
$167K - $185K
|
4.82K
$936K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 7.26% |
$5.04K - $5.59K
|
443
$86.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
66+ 2.6% |
$11.1K - $12.3K
|
2.61K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
333New |
$56K - $62K
|
333
$64.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65New |
$10.9K - $12.1K
|
65
$12.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
41+ 1.88% |
$6.89K - $7.63K
|
2.22K
$431K
|
|