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 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
437+ 11.42% |
$73.5K - $81.4K
|
4.27K
$793K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
436+ 8.94% |
$73.3K - $81.2K
|
5.31K
$988K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
436+ 2.4% |
$73.3K - $81.2K
|
18.6K
$3.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
434New |
$73K - $80.8K
|
434
$80.7K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
430+ 21.18% |
$72.3K - $80.1K
|
2.46K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
424+ 4.27% |
$71.3K - $79K
|
10.4K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
421+ 6.69% |
$70.8K - $78.4K
|
6.71K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
416+ 29.78% |
$70K - $77.5K
|
1.81K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
413+ 12.83% |
$69.5K - $76.9K
|
3.63K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
409+ 8.19% |
$68.8K - $76.2K
|
5.4K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 40.0% |
$67.3K - $74.5K
|
1.4K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
398+ 15.44% |
$66.9K - $74.1K
|
2.98K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
394+ 0.58% |
$66.3K - $73.4K
|
67.8K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
377+ 26.91% |
$63.4K - $70.2K
|
1.78K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
362+ 4.82% |
$60.9K - $67.4K
|
7.87K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
359+ 0.98% |
$60.4K - $66.8K
|
36.9K
$6.85M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
356+ 2.72% |
$59.9K - $66.3K
|
13.4K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
354+ 2.39% |
$59.5K - $65.9K
|
15.2K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
353+ 1.19% |
$59.4K - $65.7K
|
30K
$5.59M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
349New |
$58.7K - $65K
|
349
$64.9K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
337+ 2.81% |
$56.7K - $62.8K
|
12.3K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
337+ 13.4% |
$56.7K - $62.8K
|
2.85K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
333+ 1.56% |
$56K - $62K
|
21.6K
$4.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
333New |
$56K - $62K
|
333
$61.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
331New |
$55.7K - $61.6K
|
331
$61.6K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
326+ 12.03% |
$54.8K - $60.7K
|
3.04K
$565K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
317+ 17.61% |
$53.3K - $59K
|
2.12K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
308+ 9.34% |
$51.8K - $57.4K
|
3.61K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
307+ 307.0% |
$51.6K - $57.2K
|
407
$75.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
306+ 2.39% |
$51.5K - $57K
|
13.1K
$2.44M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
304+ 1.05% |
$51.1K - $56.6K
|
29.3K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
301+ 23.39% |
$50.6K - $56K
|
1.59K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
298+ 0.21% |
$50.1K - $55.5K
|
139K
$25.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
297+ 5.46% |
$49.9K - $55.3K
|
5.74K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
297+ 16.07% |
$49.9K - $55.3K
|
2.15K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
296New |
$49.8K - $55.1K
|
296
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
295+ 0.4% |
$49.6K - $54.9K
|
74.5K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
289+ 0.8% |
$48.6K - $53.8K
|
36.3K
$6.75M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
282+ 6.08% |
$47.4K - $52.5K
|
4.92K
$915K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
278+ 3.06% |
$46.7K - $51.8K
|
9.36K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
277New |
$46.6K - $51.6K
|
277
$51.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
274+ 0.09% |
$46.1K - $51K
|
295K
$54.9M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
273+ 120.8% |
$45.9K - $50.8K
|
499
$92.8K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
263+ 5.35% |
$44.2K - $49K
|
5.18K
$964K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253New |
$42.5K - $47.1K
|
253
$47.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
252+ 3.99% |
$42.4K - $46.9K
|
6.57K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
251New |
$42.2K - $46.7K
|
251
$46.7K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
249New |
$41.9K - $46.4K
|
249
$46.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
241+ 1.56% |
$40.5K - $44.9K
|
15.7K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
228+ 11.57% |
$38.3K - $42.5K
|
2.2K
$409K
|