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 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
840+ 5.36% |
$141K - $156K
|
16.5K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
836+ 68.86% |
$141K - $156K
|
2.05K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
834+ 11.27% |
$140K - $155K
|
8.23K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
833+ 2.4% |
$140K - $155K
|
35.6K
$6.62M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
833+ 7.36% |
$140K - $155K
|
12.2K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
818+ 0.24% |
$138K - $152K
|
335K
$62.4M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
817+ 6.25% |
$137K - $152K
|
13.9K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
814+ 15.59% |
$137K - $152K
|
6.04K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
785+ 8.95% |
$132K - $146K
|
9.55K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
784+ 15.53% |
$132K - $146K
|
5.83K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
765+ 7.72% |
$129K - $142K
|
10.7K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
746+ 3.48% |
$125K - $139K
|
22.2K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
742+ 4.54% |
$125K - $138K
|
17.1K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
739+ 10.82% |
$124K - $138K
|
7.57K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
715+ 21.0% |
$120K - $133K
|
4.12K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
700+ 16.28% |
$118K - $130K
|
5K
$930K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
700+ 9.56% |
$118K - $130K
|
8.02K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
698+ 7.44% |
$117K - $130K
|
10.1K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
676+ 11.09% |
$114K - $126K
|
6.77K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
666+ 1.65% |
$112K - $124K
|
41K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
662+ 20.32% |
$111K - $123K
|
3.92K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
659+ 5.71% |
$111K - $123K
|
12.2K
$2.27M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
647+ 0.21% |
$109K - $120K
|
303K
$56.3M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
644+ 21.57% |
$108K - $120K
|
3.63K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
638+ 4.06% |
$107K - $119K
|
16.4K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
624+ 9.07% |
$105K - $116K
|
7.5K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
620New |
$104K - $115K
|
620
$115K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
619+ 4.23% |
$104K - $115K
|
15.2K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
604+ 6.47% |
$102K - $112K
|
9.94K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
602New |
$101K - $112K
|
602
$112K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
582+ 0.94% |
$97.9K - $108K
|
62.4K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
580+ 35.91% |
$97.5K - $108K
|
2.2K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
577+ 109.28% |
$97K - $107K
|
1.11K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
569+ 4.9% |
$95.7K - $106K
|
12.2K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
554+ 3.63% |
$93.2K - $103K
|
15.8K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
538+ 17.63% |
$90.5K - $100K
|
3.59K
$668K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
528+ 17.45% |
$88.8K - $98.3K
|
3.55K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
527+ 9.66% |
$88.6K - $98.1K
|
5.98K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
525+ 11.75% |
$88.3K - $97.8K
|
4.99K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
521+ 0.62% |
$87.6K - $97K
|
85.2K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
517+ 14.7% |
$86.9K - $96.3K
|
4.03K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
516+ 2.8% |
$86.8K - $96.1K
|
19K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
492+ 5.72% |
$82.7K - $91.6K
|
9.1K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
472+ 79.73% |
$79.4K - $87.9K
|
1.06K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
470+ 1.33% |
$79K - $87.5K
|
35.7K
$6.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
460+ 24.56% |
$77.4K - $85.7K
|
2.33K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
456+ 1.16% |
$76.7K - $84.9K
|
39.9K
$7.42M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
444+ 13.78% |
$74.7K - $82.7K
|
3.67K
$682K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
440+ 9.47% |
$74K - $81.9K
|
5.09K
$946K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
439+ 1.23% |
$73.8K - $81.7K
|
36.3K
$6.74M
|