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 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.43K+ 88.46% |
$241K - $267K
|
3.05K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.43K+ 11.02% |
$240K - $266K
|
14.4K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 7.91% |
$240K - $266K
|
19.5K
$3.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 11.85% |
$232K - $257K
|
13K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.37K+ 6.31% |
$230K - $255K
|
23.1K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.36KNew |
$228K - $253K
|
1.36K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.35KNew |
$228K - $252K
|
1.35K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.35K+ 84.01% |
$227K - $251K
|
2.96K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.33K+ 298.43% |
$223K - $247K
|
1.77K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.31KNew |
$220K - $244K
|
1.31K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.31K+ 44.65% |
$220K - $243K
|
4.23K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.31KNew |
$219K - $243K
|
1.31K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.3KNew |
$218K - $241K
|
1.3K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.29KNew |
$217K - $240K
|
1.29K
$240K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.29K+ 22.49% |
$217K - $240K
|
7.02K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.27KNew |
$214K - $236K
|
1.27K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.26K+ 2.36% |
$213K - $235K
|
54.9K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.26KNew |
$212K - $235K
|
1.26K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.24K+ 25.5% |
$209K - $231K
|
6.1K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.2KNew |
$202K - $224K
|
1.2K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
1.19KNew |
$201K - $222K
|
1.19K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.18KNew |
$198K - $219K
|
1.18K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.17K+ 4.82% |
$197K - $218K
|
25.5K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.17K+ 2.79% |
$196K - $217K
|
43K
$7.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.15KNew |
$193K - $214K
|
1.15K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.13K+ 0.68% |
$190K - $211K
|
166K
$31M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.1K+ 16.24% |
$185K - $204K
|
7.86K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.09K+ 40.22% |
$183K - $203K
|
3.79K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 15.86% |
$181K - $201K
|
7.88K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.07K+ 8.4% |
$181K - $200K
|
13.9K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.07K+ 0.97% |
$180K - $199K
|
112K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 19.56% |
$178K - $197K
|
6.46K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.05K+ 19.86% |
$177K - $196K
|
6.36K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.05K+ 1.79% |
$176K - $195K
|
59.5K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.02K+ 9.88% |
$172K - $190K
|
11.4K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.01K+ 6.38% |
$170K - $188K
|
16.8K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
993+ 14.7% |
$167K - $185K
|
7.75K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
970+ 20.9% |
$163K - $181K
|
5.61K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
955+ 3.35% |
$161K - $178K
|
29.5K
$5.48M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
944+ 22.34% |
$159K - $176K
|
5.17K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
937+ 3.42% |
$158K - $174K
|
28.4K
$5.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
929+ 26.61% |
$156K - $173K
|
4.42K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
924New |
$155K - $172K
|
924
$172K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
916+ 10.31% |
$154K - $171K
|
9.8K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
911+ 0.71% |
$153K - $170K
|
130K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
902+ 3.01% |
$152K - $168K
|
30.9K
$5.74M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
896+ 27.88% |
$151K - $167K
|
4.11K
$764K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
879+ 27.88% |
$148K - $164K
|
4.03K
$750K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
875+ 4.01% |
$147K - $163K
|
22.7K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
850+ 6.13% |
$143K - $158K
|
14.7K
$2.74M
|