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 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 8.06% |
$75.2K - $83.2K
|
6K
$968K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
7.49K+ 45.05% |
$1.26M - $1.4M
|
24.1K
$3.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
317+ 17.61% |
$53.3K - $59K
|
2.12K
$342K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150- 9.12% |
$25.2K - $27.9K
|
1.5K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
98+ 8.05% |
$16.5K - $18.2K
|
1.32K
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.37% |
$2.86K - $3.17K
|
1.25K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7.32K- 65.09% |
$1.23M - $1.36M
|
3.93K
$634K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
29.7K+ 6.54% |
$5M - $5.54M
|
485K
$78.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
704+ 47.73% |
$118K - $131K
|
2.18K
$352K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.55K- 3.24% |
$1.1M - $1.22M
|
196K
$31.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
176+ 1.68% |
$29.6K - $32.8K
|
10.6K
$1.72M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-101- 0.51% |
$17K - $18.8K
|
19.9K
$3.21M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.17K- 5.37% |
$197K - $218K
|
20.6K
$3.33M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.34K- 4.95% |
$1.23M - $1.37M
|
141K
$22.7M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-125- 1.01% |
$21K - $23.3K
|
12.2K
$1.97M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-215- 1.9% |
$36.2K - $40K
|
11.1K
$1.79M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.51K+ 5.89% |
$589K - $653K
|
63K
$10.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
145+ 4.9% |
$24.4K - $27K
|
3.1K
$501K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-317- 4.1% |
$53.3K - $59K
|
7.42K
$1.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.01K+ 148.24% |
$170K - $188K
|
1.69K
$272K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.03K- 1.89% |
$173K - $191K
|
53.4K
$8.62M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.6K+ 50.85% |
$1.69M - $1.79M
|
28.5K
$4.6M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.87KNew |
$330K - $350K
|
1.87K
$302K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 0.32% |
$1.76K - $1.87K
|
3.12K
$503K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-13.1K- 76.99% |
$2.31M - $2.44M
|
3.91K
$631K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
205K+ 8317.47% |
$36.1M - $38.3M
|
207K
$33.4M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-10- 0.26% |
$1.76K - $1.87K
|
3.83K
$618K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$35.3K - $37.4K
|
200
$32.3K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.62KNew |
$287K - $304K
|
1.62K
$262K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.38KNew |
$243K - $258K
|
1.38K
$223K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
41.8KNew |
$7.38M - $7.81M
|
41.8K
$6.75M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
541+ 6.11% |
$95.4K - $101K
|
9.4K
$1.52M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 3.85% |
$644K - $682K
|
98.3K
$15.9M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
11.3KNew |
$2M - $2.11M
|
11.3K
$1.83M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-434- 3.5% |
$76.6K - $81.1K
|
12K
$1.93M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.48KNew |
$613K - $650K
|
3.48K
$561K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
76.9KNew |
$13.6M - $14.4M
|
76.9K
$12.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
61.1KNew |
$10.8M - $11.4M
|
61.1K
$9.86M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-4.02K- 32.5% |
$709K - $751K
|
8.34K
$1.35M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.81K+ 3.19% |
$319K - $338K
|
58.5K
$9.44M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
73New |
$12.9K - $13.6K
|
73
$11.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
20.6KNew |
$3.63M - $3.84M
|
20.6K
$3.32M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
25.1K+ 7.93% |
$4.43M - $4.7M
|
342K
$55.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-26- 2.52% |
$4.59K - $4.86K
|
1.01K
$162K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23.5KNew |
$4.14M - $4.39M
|
23.5K
$3.79M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.26% |
$1.23K - $1.31K
|
2.69K
$433K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.9K+ 15.46% |
$1.75M - $1.85M
|
74K
$11.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
18.2KNew |
$3.2M - $3.39M
|
18.2K
$2.93M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.3K- 47.92% |
$10.3M - $10.9M
|
63.4K
$10.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.82KNew |
$497K - $526K
|
2.82K
$455K
|
|