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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.07M+ 56.83% |
$163M - $196M
|
2.95M
$550M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
216K+ 745.38% |
$32.9M - $39.5M
|
245K
$45.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
142K+ 27.69% |
$21.6M - $25.9M
|
654K
$122M
|
|
|
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
$67.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60.7KNew |
$9.25M - $11.1M
|
60.7K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.5KNew |
$8.92M - $10.7M
|
58.5K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3K+ 75.52% |
$5.08M - $6.09M
|
77.5K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.2KNew |
$4.6M - $5.52M
|
30.2K
$5.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
25.8KNew |
$3.94M - $4.72M
|
25.8K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25.6K+ 4.82% |
$3.9M - $4.68M
|
557K
$104M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.4K+ 29.66% |
$3.56M - $4.28M
|
102K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 1.28% |
$3.03M - $3.63M
|
1.57M
$292M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 13.58% |
$2.91M - $3.49M
|
160K
$29.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
18.3K+ 36.51% |
$2.79M - $3.35M
|
68.5K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.6K+ 40.72% |
$2.68M - $3.22M
|
60.9K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.3K+ 78.61% |
$2.49M - $2.98M
|
37.1K
$6.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
15.9K+ 7.2% |
$2.42M - $2.91M
|
237K
$44.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 69.56% |
$2.21M - $2.65M
|
35.3K
$6.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
13.2K+ 10.66% |
$2.01M - $2.41M
|
137K
$25.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
13.1K+ 1.94% |
$2M - $2.39M
|
687K
$128M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
12.8K+ 10.39% |
$1.95M - $2.34M
|
136K
$25.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.6K+ 4.7% |
$1.93M - $2.31M
|
282K
$52.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 3.77% |
$1.92M - $2.31M
|
347K
$64.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.2K+ 2.53% |
$1.87M - $2.24M
|
497K
$92.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12K+ 117.13% |
$1.82M - $2.19M
|
22.2K
$4.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.3K+ 7.57% |
$1.72M - $2.06M
|
160K
$29.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4K+ 15.76% |
$1.59M - $1.91M
|
76.7K
$14.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.2K+ 4.12% |
$1.56M - $1.87M
|
258K
$48M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.69K+ 11.72% |
$1.48M - $1.77M
|
92.4K
$17.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
9.18K+ 4.35% |
$1.4M - $1.68M
|
220K
$40.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.13KNew |
$1.39M - $1.67M
|
9.13K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8.99K+ 13.31% |
$1.37M - $1.64M
|
76.5K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.82K+ 9.38% |
$1.34M - $1.61M
|
103K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.63K+ 157.91% |
$1.32M - $1.58M
|
14.1K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.59KNew |
$1.31M - $1.57M
|
8.59K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8.57K+ 4.78% |
$1.31M - $1.57M
|
188K
$34.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.49K+ 22.06% |
$1.29M - $1.55M
|
47K
$8.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.26K+ 74.39% |
$1.26M - $1.51M
|
19.4K
$3.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.19K+ 4.33% |
$1.25M - $1.5M
|
197K
$36.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.1K+ 5.56% |
$1.23M - $1.48M
|
154K
$28.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.66K+ 30.45% |
$1.17M - $1.4M
|
32.8K
$6.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
7.32KNew |
$1.11M - $1.34M
|
7.32K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.19K+ 6.07% |
$1.1M - $1.31M
|
125K
$23.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.83K+ 10.85% |
$1.04M - $1.25M
|
69.8K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.69K+ 396.5% |
$1.02M - $1.22M
|
8.38K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
6.56K+ 7.06% |
$1M - $1.2M
|
99.5K
$18.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.45K+ 395.4% |
$982K - $1.18M
|
8.08K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
6.34K+ 67.13% |
$967K - $1.16M
|
15.8K
$2.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.23K+ 11.42% |
$950K - $1.14M
|
60.8K
$11.3M
|