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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.09K- 42.08% |
$380K - $406K
|
2.87K
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.9K+ 127.52% |
$1.99M - $2.12M
|
19.5K
$3.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.14K+ 112.71% |
$1.3M - $1.39M
|
13.5K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.03K+ 26.28% |
$1.46M - $1.56M
|
38.6K
$7.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
7.29K+ 4.76% |
$1.33M - $1.42M
|
160K
$31.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
905+ 11.18% |
$165K - $176K
|
9K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.3K- 86.98% |
$8.25M - $8.8M
|
6.78K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
600+ 31.58% |
$109K - $117K
|
2.5K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65K+ 1.64% |
$302K - $322K
|
102K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.48M- 99.77% |
$452M - $482M
|
5.61K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-27.9K- 17.21% |
$5.08M - $5.42M
|
134K
$26.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.02K- 48.54% |
$550K - $587K
|
3.2K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.9KNew |
$710K - $758K
|
3.9K
$757K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.43K+ 895.26% |
$1.17M - $1.25M
|
7.15K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.42K+ 15.09% |
$260K - $277K
|
10.9K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.93K+ 62.35% |
$352K - $375K
|
5.02K
$976K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240- 23.3% |
$43.8K - $46.7K
|
790
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.58K- 2.61% |
$289K - $308K
|
59.1K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
96+ 8.01% |
$17.5K - $18.7K
|
1.29K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
10.7KNew |
$1.95M - $2.08M
|
10.7K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-243- 10.36% |
$44.3K - $47.3K
|
2.1K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-95- 1.41% |
$17.3K - $18.5K
|
6.65K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.07KNew |
$194K - $207K
|
1.07K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.25K+ 34.08% |
$410K - $437K
|
8.84K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
761+ 46.29% |
$139K - $148K
|
2.41K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-51- 0.84% |
$9.3K - $9.92K
|
6.03K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
280+ 5.08% |
$51.1K - $54.5K
|
5.79K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.2K+ 3.14% |
$11.3M - $12.1M
|
2.04M
$397M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.74K+ 18.79% |
$318K - $339K
|
11K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
974+ 4.93% |
$178K - $189K
|
20.7K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.2K+ 17.8% |
$3.86M - $4.12M
|
140K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-2.47K- 6.95% |
$450K - $480K
|
33K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-34.2K- 27.36% |
$6.23M - $6.65M
|
90.8K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
1.47KNew |
$267K - $285K
|
1.47K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.57K+ 6.91% |
$1.56M - $1.67M
|
133K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-84.7K- 7.21% |
$15.4M - $16.5M
|
1.09M
$212M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.98K- 3.54% |
$361K - $385K
|
53.9K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
129+ 36.86% |
$23.5K - $25.1K
|
479
$93.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16K- 1.51% |
$2.92M - $3.11M
|
1.04M
$203M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.04K+ 100.97% |
$190K - $202K
|
2.07K
$403K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
564+ 5.02% |
$103K - $110K
|
11.8K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.29K- 2.99% |
$236K - $252K
|
42K
$8.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.6K- 40.56% |
$4.3M - $4.59M
|
34.6K
$6.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8K+ 173.06% |
$6.34M - $6.76M
|
54.9K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.8K+ 4.43% |
$876K - $934K
|
113K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
615+ 13.86% |
$112K - $120K
|
5.05K
$982K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.7K- 14.97% |
$1.94M - $2.07M
|
60.5K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.61K+ 128.78% |
$294K - $313K
|
2.86K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4+ 0.18% |
$729 - $778
|
2.18K
$424K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 10.83% |
$554K - $591K
|
25K
$4.86M
|
|