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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.46M+ 13080.88% |
$375M - $450M
|
2.48M
$461M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.43M+ 72284.92% |
$371M - $445M
|
2.44M
$453M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.67MNew |
$255M - $306M
|
1.67M
$311M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 7.03% |
$195M - $234M
|
19.5M
$3.61B
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.07M+ 56.83% |
$163M - $196M
|
2.95M
$549M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.07M+ 39.63% |
$162M - $195M
|
3.76M
$697M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
625K+ 1.96% |
$95.2M - $114M
|
32.5M
$6.03B
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
574K+ 6.01% |
$87.5M - $105M
|
10.1M
$1.88B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
462K+ 475.82% |
$70.4M - $84.4M
|
559K
$104M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
442K+ 5503.0% |
$67.3M - $80.7M
|
450K
$83.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
406K+ 298.28% |
$62M - $74.3M
|
543K
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
366K+ 60.95% |
$55.8M - $67M
|
967K
$180M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
341KNew |
$51.9M - $62.3M
|
341K
$63.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
334K+ 27.59% |
$51M - $61.2M
|
1.55M
$287M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
327K+ 14.03% |
$49.9M - $59.9M
|
2.66M
$494M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
285K+ 1191.59% |
$43.5M - $52.2M
|
309K
$57.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
268KNew |
$40.9M - $49M
|
268K
$49.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
216K+ 745.38% |
$32.9M - $39.5M
|
245K
$45.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
175K+ 7.5% |
$26.6M - $31.9M
|
2.5M
$465M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
142K+ 27.69% |
$21.6M - $25.9M
|
654K
$121M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
137KNew |
$20.8M - $25M
|
137K
$25.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
133K+ 58.01% |
$20.3M - $24.4M
|
364K
$67.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
125K+ 198.01% |
$19.1M - $22.9M
|
189K
$35M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
102K+ 13.61% |
$15.6M - $18.7M
|
854K
$158M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
99KNew |
$15.1M - $18.1M
|
99K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
87.3K+ 5.73% |
$13.3M - $16M
|
1.61M
$299M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
77.3K+ 15.7% |
$11.8M - $14.1M
|
569K
$106M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
69.7K+ 25060.07% |
$10.6M - $12.7M
|
69.9K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
64.2K+ 1.93% |
$9.79M - $11.7M
|
3.39M
$629M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
62.6K+ 39.68% |
$9.54M - $11.4M
|
220K
$40.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60.7KNew |
$9.25M - $11.1M
|
60.7K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
58.6K+ 17.23% |
$8.92M - $10.7M
|
398K
$73.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.5KNew |
$8.92M - $10.7M
|
58.5K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
50K+ 62.23% |
$7.62M - $9.15M
|
130K
$24.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
47.8K+ 17.98% |
$7.28M - $8.73M
|
314K
$58.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 2.01% |
$7.27M - $8.72M
|
2.42M
$449M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.1K+ 19.6% |
$7.18M - $8.62M
|
288K
$53.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.1K+ 4.17% |
$7.18M - $8.61M
|
1.18M
$218M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.9K+ 910.82% |
$7.15M - $8.57M
|
52K
$9.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.1K+ 2.32% |
$6.87M - $8.24M
|
1.98M
$369M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.3K+ 1.3% |
$6.75M - $8.1M
|
3.45M
$641M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43.4K+ 12.74% |
$6.62M - $7.93M
|
384K
$71.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43.3K+ 632.86% |
$6.6M - $7.92M
|
50.2K
$9.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
43K+ 5.54% |
$6.56M - $7.86M
|
819K
$152M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.9K+ 8.16% |
$6.38M - $7.66M
|
555K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 19.74% |
$6.33M - $7.59M
|
252K
$46.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
41K+ 8.26% |
$6.25M - $7.5M
|
537K
$99.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
40.9K+ 19.58% |
$6.24M - $7.48M
|
250K
$46.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
38.8KNew |
$5.91M - $7.09M
|
38.8K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.7K+ 90.43% |
$5.9M - $7.08M
|
81.6K
$15.1M
|