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 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.62K- 54.94% |
$1.45M - $1.6M
|
7.07K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.08% |
$6.56K - $7.26K
|
3.57K
$575K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-241- 15.48% |
$40.5K - $44.9K
|
1.32K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.84% |
$6.05K - $6.7K
|
1.92K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
9.26K+ 17.06% |
$1.56M - $1.72M
|
63.5K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-76- 3.07% |
$12.8K - $14.2K
|
2.4K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
22+ 1.28% |
$3.7K - $4.1K
|
1.74K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-342- 2.48% |
$57.5K - $63.7K
|
13.5K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 35.11% |
$28.8K - $31.8K
|
316
$51K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
252+ 3.99% |
$42.4K - $46.9K
|
6.57K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-230- 2.65% |
$38.7K - $42.8K
|
8.46K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
385+ 0.4% |
$64.7K - $71.7K
|
96.4K
$15.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.6K+ 17.36% |
$3.13M - $3.47M
|
126K
$20.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
807+ 3.86% |
$136K - $150K
|
21.7K
$3.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-63- 2.34% |
$10.6K - $11.7K
|
2.63K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.76K+ 12.06% |
$464K - $514K
|
25.6K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
7.46K+ 4.35% |
$1.25M - $1.39M
|
179K
$28.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
255+ 16.93% |
$42.9K - $47.5K
|
1.76K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-397- 0.67% |
$66.8K - $73.9K
|
58.6K
$9.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
16.7K+ 2.55% |
$2.81M - $3.12M
|
674K
$109M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.87K- 6.09% |
$482K - $534K
|
44.2K
$7.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.48K+ 5.56% |
$418K - $463K
|
47.2K
$7.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.49K- 10.88% |
$418K - $463K
|
20.4K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.67K+ 573.54% |
$281K - $311K
|
1.96K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 16.55% |
$1.32M - $1.46M
|
55.1K
$8.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
279+ 9.7% |
$46.9K - $52K
|
3.16K
$509K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
625+ 1.56% |
$105K - $116K
|
40.8K
$6.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 33.27% |
$22.3M - $24.7M
|
531K
$85.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.49KNew |
$418K - $463K
|
2.49K
$401K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.61K+ 130450.0% |
$439K - $486K
|
2.61K
$421K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.4KNew |
$10.5M - $11.6M
|
62.4K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
118+ 4.75% |
$19.8K - $22K
|
2.6K
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-9- 6.87% |
$1.51K - $1.68K
|
122
$19.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
32.7K+ 9.62% |
$5.49M - $6.08M
|
372K
$60.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
155+ 1.14% |
$26.1K - $28.9K
|
13.8K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
285+ 17.97% |
$47.9K - $53.1K
|
1.87K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
558+ 5.46% |
$93.8K - $104K
|
10.8K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
18+ 0.76% |
$3.03K - $3.35K
|
2.4K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.16% |
$504 - $559
|
1.9K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
316K+ 161.39% |
$53.2M - $58.9M
|
512K
$82.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 19.72% |
$2.63M - $2.91M
|
63.6K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
187+ 7.64% |
$31.4K - $34.8K
|
2.64K
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
929+ 26.61% |
$156K - $173K
|
4.42K
$714K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
13.3K+ 16.71% |
$2.24M - $2.48M
|
92.9K
$15M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-82.8K- 85.63% |
$13.9M - $15.4M
|
13.9K
$2.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-261- 1.91% |
$43.9K - $48.6K
|
13.4K
$2.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.34K- 29.78% |
$225K - $249K
|
3.15K
$509K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5.58K+ 42.04% |
$939K - $1.04M
|
18.9K
$3.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.69K+ 15.36% |
$789K - $873K
|
35.2K
$5.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
247+ 9.25% |
$41.5K - $46K
|
2.92K
$471K
|