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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 60.07% |
$787K - $872K
|
12.5K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.5K+ 12.48% |
$757K - $838K
|
40.5K
$7.54M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.39K+ 1.78% |
$737K - $817K
|
250K
$46.6M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.29K+ 53.09% |
$722K - $799K
|
12.4K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.28K+ 128.48% |
$720K - $797K
|
7.61K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.26K+ 6.97% |
$717K - $794K
|
65.4K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.16K+ 4.45% |
$700K - $775K
|
97.6K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.15KNew |
$698K - $773K
|
4.15K
$772K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.02K+ 9.78% |
$676K - $748K
|
45.1K
$8.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.01K+ 2.54% |
$674K - $747K
|
162K
$30.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.89K+ 24.32% |
$654K - $724K
|
19.9K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.88K+ 3.06% |
$652K - $722K
|
130K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.86K+ 188.21% |
$650K - $720K
|
5.92K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.85K+ 25.55% |
$648K - $717K
|
18.9K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
3.85K+ 10.41% |
$648K - $717K
|
40.8K
$7.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
3.83K+ 7.63% |
$644K - $713K
|
54.1K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.75K+ 3.46% |
$630K - $698K
|
112K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.75K+ 75.25% |
$630K - $697K
|
8.72K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 11.7% |
$627K - $694K
|
35.6K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.68K+ 15.27% |
$619K - $685K
|
27.8K
$5.17M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.65K+ 4.64% |
$614K - $680K
|
82.4K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.61K+ 7.23% |
$607K - $672K
|
53.5K
$9.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.61K+ 17.7% |
$606K - $671K
|
24K
$4.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.58KNew |
$602K - $667K
|
3.58K
$666K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 8.44% |
$580K - $643K
|
44.3K
$8.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.42K+ 10.58% |
$575K - $637K
|
35.7K
$6.65M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.4K+ 14.26% |
$572K - $633K
|
27.3K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.36K+ 24.4% |
$565K - $625K
|
17.1K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.33KNew |
$560K - $620K
|
3.33K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.22K+ 10.29% |
$541K - $600K
|
34.5K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.14K+ 14.62% |
$529K - $585K
|
24.6K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.13K+ 10.34% |
$527K - $584K
|
33.4K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.13KNew |
$527K - $583K
|
3.13K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.09K+ 14.89% |
$520K - $576K
|
23.9K
$4.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 37.0% |
$519K - $575K
|
11.4K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.08KNew |
$518K - $574K
|
3.08K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.08K+ 158.14% |
$518K - $573K
|
5.03K
$935K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.99K+ 1.57% |
$502K - $556K
|
193K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.99K+ 5.24% |
$502K - $556K
|
60K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$496K - $550K
|
2.95K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.95K+ 3.63% |
$496K - $549K
|
84.1K
$15.6M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.9K+ 6.15% |
$487K - $540K
|
50K
$9.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 8.91% |
$486K - $539K
|
35.4K
$6.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.84KNew |
$478K - $529K
|
2.84K
$528K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.84K+ 2.16% |
$477K - $528K
|
134K
$24.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$467K - $518K
|
2.78K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.75K+ 8.52% |
$462K - $512K
|
35K
$6.52M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.75K+ 6.21% |
$462K - $511K
|
47K
$8.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 17.05% |
$458K - $507K
|
18.7K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.69K+ 55.7% |
$453K - $501K
|
7.52K
$1.4M
|