Latest Institutional Purchases of Ishares Msci Usa Quality Facto (QUAL)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Quality Facto (QUAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.14M+ 14.55% |
$378M - $400M
|
16.9M
$3.14B
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.96MNew |
$346M - $367M
|
1.96M
$365M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.86MNew |
$328M - $348M
|
1.86M
$347M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
838K+ 14.59% |
$148M - $157M
|
6.58M
$1.23B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
597K+ 2.09% |
$105M - $111M
|
29.1M
$5.43B
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
460KNew |
$81.2M - $86.1M
|
460K
$85.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
351KNew |
$61.9M - $65.6M
|
351K
$65.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323K+ 17.23% |
$57.1M - $60.5M
|
2.2M
$410M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
298K+ 132.3% |
$52.6M - $55.8M
|
524K
$97.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
211K+ 28.21% |
$37.2M - $39.4M
|
957K
$178M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208K+ 7.26% |
$36.6M - $38.8M
|
3.07M
$571M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
201K+ 672.06% |
$35.5M - $37.6M
|
231K
$43.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
190KNew |
$33.5M - $35.5M
|
190K
$35.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176K+ 747.67% |
$31.1M - $32.9M
|
200K
$37.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171KNew |
$30.1M - $31.9M
|
171K
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
168K+ 40.44% |
$29.6M - $31.4M
|
583K
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 6.71% |
$27M - $28.6M
|
2.43M
$453M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
153K+ 7.51% |
$27M - $28.6M
|
2.19M
$408M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
121K+ 1472.02% |
$21.4M - $22.6M
|
129K
$24.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
121K+ 5426.6% |
$21.3M - $22.5M
|
123K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117K+ 7.83% |
$20.7M - $21.9M
|
1.61M
$301M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
116K+ 13.8% |
$20.5M - $21.7M
|
958K
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 1.49% |
$20M - $21.2M
|
7.72M
$1.44B
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
111KNew |
$19.6M - $20.8M
|
111K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
108K+ 4.17% |
$19M - $20.1M
|
2.69M
$501M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
107K+ 182.65% |
$18.8M - $20M
|
165K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 1.91% |
$17.7M - $18.7M
|
5.35M
$996M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
87.1K+ 6.73% |
$15.4M - $16.3M
|
1.38M
$257M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
86.1K+ 78.41% |
$15.2M - $16.1M
|
196K
$36.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
84.9KNew |
$15M - $15.9M
|
84.9K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
76.2KNew |
$13.4M - $14.2M
|
76.2K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
75.9KNew |
$13.4M - $14.2M
|
75.9K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
74.3K+ 8823.04% |
$13.1M - $13.9M
|
75.1K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
70.9KNew |
$12.5M - $13.2M
|
70.9K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70.3K+ 17.78% |
$12.4M - $13.1M
|
465K
$86.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.8K+ 27.95% |
$12.1M - $12.9M
|
315K
$58.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
68.2K+ 12.83% |
$12M - $12.8M
|
600K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
65.7K+ 3208.84% |
$11.6M - $12.3M
|
67.7K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
64.8K+ 1.66% |
$11.4M - $12.1M
|
3.96M
$738M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
64.4K+ 5508.12% |
$11.4M - $12M
|
65.6K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.1K+ 51.95% |
$11M - $11.6M
|
182K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
61.5K+ 25.2% |
$10.8M - $11.5M
|
305K
$56.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60.9K+ 432.89% |
$10.7M - $11.4M
|
74.9K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
58.7KNew |
$10.3M - $11M
|
58.7K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
58.7KNew |
$10.3M - $11M
|
58.7K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58K+ 1.22% |
$10.2M - $10.8M
|
4.82M
$897M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.2K+ 3.17% |
$9.74M - $10.3M
|
1.8M
$335M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.9K+ 4.05% |
$9.69M - $10.3M
|
1.41M
$263M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
53.9K+ 2.3% |
$9.51M - $10.1M
|
2.4M
$446M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
53.3K+ 122.5% |
$9.4M - $9.96M
|
96.8K
$18M
|