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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-71- 4.5% |
$11.9K - $13.2K
|
1.51K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
277New |
$46.6K - $51.6K
|
277
$53.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
14.9K+ 623.26% |
$2.51M - $2.78M
|
17.3K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12- 0.78% |
$2.02K - $2.23K
|
1.53K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
128New |
$21.5K - $23.8K
|
128
$24.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 37.31% |
$225K - $250K
|
2.25K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
41New |
$6.89K - $7.63K
|
41
$7.97K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
107+ 24.26% |
$18K - $19.9K
|
548
$107K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.37K- 48.47% |
$230K - $254K
|
1.45K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.31K- 7.95% |
$388K - $429K
|
26.7K
$5.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.83% |
$168 - $186
|
121
$23.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.99K- 24.62% |
$670K - $742K
|
12.2K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.18K- 3.96% |
$198K - $220K
|
28.6K
$5.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.16% |
$336 - $372
|
1.27K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$467K - $518K
|
2.78K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.34K- 28.71% |
$1.07M - $1.18M
|
15.7K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-214- 2.59% |
$36K - $39.8K
|
8.03K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
434New |
$73K - $80.8K
|
434
$84.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
68New |
$11.4K - $12.7K
|
68
$13.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-830- 9.37% |
$140K - $155K
|
8.02K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.06KNew |
$346K - $383K
|
2.06K
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
28+ 77.78% |
$4.71K - $5.21K
|
64
$12.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282K- 99.41% |
$47.4M - $52.5M
|
1.66K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29- 1.21% |
$4.88K - $5.4K
|
2.36K
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
117+ 0.87% |
$19.7K - $21.8K
|
13.6K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.58KNew |
$602K - $667K
|
3.58K
$696K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 10.83% |
$50.4K - $55.9K
|
2.47K
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.62K- 54.94% |
$1.45M - $1.6M
|
7.07K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-241- 15.48% |
$40.5K - $44.9K
|
1.32K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
22+ 1.28% |
$3.7K - $4.1K
|
1.74K
$337K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.67K+ 573.54% |
$281K - $311K
|
1.96K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
929+ 26.61% |
$156K - $173K
|
4.42K
$859K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150- 9.12% |
$25.2K - $27.9K
|
1.5K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
98+ 8.05% |
$16.5K - $18.2K
|
1.32K
$256K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7.32K- 65.09% |
$1.23M - $1.36M
|
3.93K
$763K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-125- 1.01% |
$21K - $23.3K
|
12.2K
$2.38M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
145+ 4.9% |
$24.4K - $27K
|
3.1K
$603K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
109+ 908.33% |
$19.2K - $20.4K
|
121
$23.5K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
77New |
$13.6K - $14.4K
|
77
$15K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
10New |
$1.76K - $1.87K
|
10
$1.94K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$35.3K - $37.4K
|
200
$38.9K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.38KNew |
$243K - $258K
|
1.38K
$268K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
11.3KNew |
$2M - $2.11M
|
11.3K
$2.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.48KNew |
$613K - $650K
|
3.48K
$676K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.03KNew |
$358K - $379K
|
2.03K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.51% |
$314K - $333K
|
69.2K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
971New |
$171K - $181K
|
971
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-45- 3.07% |
$7.94K - $8.41K
|
1.42K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
252+ 16.07% |
$44.5K - $47.1K
|
1.82K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
241New |
$42.5K - $45K
|
241
$46.8K
|
|