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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.9K+ 6.15% |
$487K - $540K
|
50K
$9.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 8.91% |
$486K - $539K
|
35.4K
$6.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.84KNew |
$478K - $529K
|
2.84K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.84K+ 2.16% |
$477K - $528K
|
134K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$467K - $518K
|
2.78K
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.75K+ 8.52% |
$462K - $512K
|
35K
$6.43M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.75K+ 6.21% |
$462K - $511K
|
47K
$8.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 17.05% |
$458K - $507K
|
18.7K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.69K+ 55.7% |
$453K - $501K
|
7.52K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.68K+ 18.93% |
$451K - $499K
|
16.8K
$3.09M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.61K+ 201.86% |
$439K - $486K
|
3.9K
$716K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
2.57K+ 7.57% |
$432K - $479K
|
36.5K
$6.7M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.52K+ 9.35% |
$423K - $469K
|
29.4K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.46K+ 6.95% |
$414K - $459K
|
37.9K
$6.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.43K+ 11.43% |
$409K - $453K
|
23.7K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.39K+ 6.68% |
$402K - $445K
|
38.2K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.38KNew |
$400K - $443K
|
2.38K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.36K+ 8.29% |
$397K - $440K
|
30.8K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.33K+ 35.34% |
$392K - $434K
|
8.93K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.32K+ 6.3% |
$390K - $432K
|
39.1K
$7.17M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26KNew |
$379K - $420K
|
2.26K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.25KNew |
$379K - $420K
|
2.25K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$379K - $419K
|
2.25K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.23K+ 21.43% |
$374K - $415K
|
12.6K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.22K+ 3.33% |
$373K - $413K
|
68.9K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 3.01% |
$372K - $412K
|
75.8K
$13.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.2K+ 4.66% |
$370K - $409K
|
49.4K
$9.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.17K+ 23.15% |
$365K - $404K
|
11.6K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.06K+ 75.63% |
$347K - $384K
|
4.79K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.06K+ 13.98% |
$346K - $383K
|
16.8K
$3.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.06KNew |
$346K - $383K
|
2.06K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 13.17% |
$338K - $374K
|
17.3K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.98K+ 19.76% |
$333K - $369K
|
12K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 51.3% |
$332K - $367K
|
5.82K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 13.45% |
$331K - $366K
|
16.6K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.97K+ 9.8% |
$330K - $366K
|
22K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.95K+ 12.26% |
$328K - $363K
|
17.8K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 3.86% |
$326K - $361K
|
52.3K
$9.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.94K+ 8.36% |
$326K - $361K
|
25.1K
$4.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.91K+ 6.58% |
$322K - $356K
|
31K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 30.73% |
$321K - $356K
|
8.13K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$312K - $345K
|
1.85K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.85KNew |
$311K - $344K
|
1.85K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.83K+ 132.32% |
$308K - $341K
|
3.21K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 74.69% |
$303K - $335K
|
4.21K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.79K+ 93.48% |
$302K - $334K
|
3.71K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.78K+ 30.82% |
$299K - $331K
|
7.55K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
1.74K+ 22.58% |
$293K - $324K
|
9.45K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 23.15% |
$291K - $322K
|
9.2K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1.71KNew |
$288K - $318K
|
1.71K
$314K
|