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 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
739+ 10.82% |
$124K - $138K
|
7.57K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
715+ 21.0% |
$120K - $133K
|
4.12K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
700+ 16.28% |
$118K - $130K
|
5K
$924K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
700+ 9.56% |
$118K - $130K
|
8.02K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
698+ 7.44% |
$117K - $130K
|
10.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
676+ 11.09% |
$114K - $126K
|
6.77K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
666+ 1.65% |
$112K - $124K
|
41K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
662+ 20.32% |
$111K - $123K
|
3.92K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
659+ 5.71% |
$111K - $123K
|
12.2K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
648+ 9.44% |
$109K - $121K
|
7.51K
$1.39M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
647+ 0.21% |
$109K - $120K
|
303K
$55.9M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
644+ 21.57% |
$108K - $120K
|
3.63K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
638+ 4.06% |
$107K - $119K
|
16.4K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
624+ 9.07% |
$105K - $116K
|
7.5K
$1.39M
|
|
|
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
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
604+ 6.47% |
$102K - $112K
|
9.94K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
602New |
$101K - $112K
|
602
$111K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
582+ 0.94% |
$97.9K - $108K
|
62.4K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
580+ 35.91% |
$97.5K - $108K
|
2.2K
$406K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
577+ 109.28% |
$97K - $107K
|
1.11K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
569+ 4.9% |
$95.7K - $106K
|
12.2K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
554+ 3.63% |
$93.2K - $103K
|
15.8K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
541+ 14.81% |
$91K - $101K
|
4.19K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
538+ 17.63% |
$90.5K - $100K
|
3.59K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
537+ 3.45% |
$90.3K - $100K
|
16.1K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
528+ 17.45% |
$88.8K - $98.3K
|
3.55K
$657K
|
|
|
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
$923K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
521+ 0.62% |
$87.6K - $97K
|
85.2K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
517+ 14.7% |
$86.9K - $96.3K
|
4.03K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
516+ 2.8% |
$86.8K - $96.1K
|
19K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
492+ 5.72% |
$82.7K - $91.6K
|
9.1K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
472+ 79.73% |
$79.4K - $87.9K
|
1.06K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
470+ 1.33% |
$79K - $87.5K
|
35.7K
$6.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
460+ 24.56% |
$77.4K - $85.7K
|
2.33K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
456+ 1.16% |
$76.7K - $84.9K
|
39.9K
$7.37M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
444+ 13.78% |
$74.7K - $82.7K
|
3.67K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
442+ 0.82% |
$74.3K - $82.3K
|
54.2K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
440+ 9.47% |
$74K - $81.9K
|
5.09K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
439+ 1.23% |
$73.8K - $81.7K
|
36.3K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
437+ 11.42% |
$73.5K - $81.4K
|
4.27K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
436+ 8.94% |
$73.3K - $81.2K
|
5.31K
$982K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
436+ 2.4% |
$73.3K - $81.2K
|
18.6K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
434New |
$73K - $80.8K
|
434
$80.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
430+ 21.18% |
$72.3K - $80.1K
|
2.46K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
424+ 4.27% |
$71.3K - $79K
|
10.4K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
421+ 6.69% |
$70.8K - $78.4K
|
6.71K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
416+ 29.78% |
$70K - $77.5K
|
1.81K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
413+ 12.83% |
$69.5K - $76.9K
|
3.63K
$671K
|