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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
66+ 1.31% |
$10.7K - $11.8K
|
5.12K
$935K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
61+ 4.72% |
$9.92K - $10.9K
|
1.35K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
59+ 95.16% |
$9.6K - $10.6K
|
121
$22.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 3.6% |
$9.43K - $10.4K
|
1.67K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
55+ 2.18% |
$8.95K - $9.86K
|
2.58K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
54+ 15.3% |
$8.78K - $9.68K
|
407
$74.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
52+ 2.73% |
$8.46K - $9.32K
|
1.96K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
48New |
$7.81K - $8.61K
|
48
$8.77K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 2.1% |
$7.16K - $7.89K
|
2.14K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
41+ 18.3% |
$6.67K - $7.35K
|
265
$48.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
40+ 0.32% |
$6.51K - $7.17K
|
12.4K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
39+ 2.04% |
$6.34K - $6.99K
|
1.95K
$356K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38New |
$6.18K - $6.81K
|
38
$6.94K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36New |
$5.86K - $6.45K
|
36
$6.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
35+ 2.95% |
$5.69K - $6.28K
|
1.22K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
34+ 0.08% |
$5.53K - $6.1K
|
40.2K
$7.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33+ 12.64% |
$5.37K - $5.92K
|
294
$53.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
33+ 4.38% |
$5.37K - $5.92K
|
787
$144K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
29New |
$4.72K - $5.2K
|
29
$5.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29+ 0.31% |
$4.72K - $5.2K
|
9.48K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 1.91% |
$4.55K - $5.02K
|
1.49K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
27New |
$4.39K - $4.84K
|
27
$4.93K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.96% |
$4.07K - $4.48K
|
2.62K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
24+ 1.06% |
$3.9K - $4.3K
|
2.28K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.08% |
$3.25K - $3.59K
|
24.4K
$4.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.2% |
$3.25K - $3.59K
|
9.96K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
20+ 1.12% |
$3.25K - $3.59K
|
1.8K
$329K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 25.0% |
$3.09K - $3.41K
|
95
$17.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.16% |
$3.09K - $3.41K
|
11.5K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$2.93K - $3.23K
|
18
$3.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18New |
$2.93K - $3.23K
|
18
$3.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17+ 0.09% |
$2.76K - $3.05K
|
18.9K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
15+ 0.86% |
$2.44K - $2.69K
|
1.76K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.24% |
$2.44K - $2.69K
|
6.26K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15+ 0.5% |
$2.44K - $2.69K
|
2.99K
$546K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
15+ 0.45% |
$2.44K - $2.69K
|
3.38K
$617K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.09% |
$2.11K - $2.33K
|
13.8K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$2.11K - $2.33K
|
6.43K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 4.74% |
$2.11K - $2.33K
|
287
$52.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11+ 0.53% |
$1.79K - $1.97K
|
2.08K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11New |
$1.79K - $1.97K
|
11
$2.01K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 90.91% |
$1.63K - $1.79K
|
21
$3.84K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.63K - $1.79K
|
10
$1.83K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
10+ 0.15% |
$1.63K - $1.79K
|
6.8K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.25% |
$1.46K - $1.61K
|
3.67K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 0.39% |
$1.46K - $1.61K
|
2.31K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9+ 0.24% |
$1.46K - $1.61K
|
3.77K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8+ 0.24% |
$1.3K - $1.43K
|
3.31K
$604K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 13.79% |
$1.3K - $1.43K
|
66
$12.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8+ 0.27% |
$1.3K - $1.43K
|
2.93K
$535K
|