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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
187+ 6.35% |
$31.4K - $34.8K
|
3.13K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
184+ 3.01% |
$30.9K - $34.3K
|
6.29K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
184+ 11.27% |
$30.9K - $34.3K
|
1.82K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
179+ 5.32% |
$30.1K - $33.3K
|
3.54K
$654K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
178+ 9.79% |
$29.9K - $33.1K
|
2K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
175+ 6.75% |
$29.4K - $32.6K
|
2.77K
$512K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 35.33% |
$27.7K - $30.7K
|
632
$117K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
164+ 1.62% |
$27.6K - $30.5K
|
10.3K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
164+ 8.46% |
$27.6K - $30.5K
|
2.1K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
163+ 2.6% |
$27.4K - $30.4K
|
6.43K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
160+ 6.91% |
$26.9K - $29.8K
|
2.48K
$457K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
152+ 7.63% |
$25.6K - $28.3K
|
2.15K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
150+ 3.36% |
$25.2K - $27.9K
|
4.61K
$852K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
145+ 40.17% |
$24.4K - $27K
|
506
$93.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
145+ 4.9% |
$24.4K - $27K
|
3.1K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 5.32% |
$24K - $26.6K
|
2.83K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
140+ 1.52% |
$23.5K - $26.1K
|
9.33K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
140+ 8.02% |
$23.5K - $26.1K
|
1.89K
$349K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
137New |
$23K - $25.5K
|
137
$25.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
134+ 7.96% |
$22.5K - $25K
|
1.82K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
132+ 23.16% |
$22.2K - $24.6K
|
702
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
128New |
$21.5K - $23.8K
|
128
$23.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
121+ 1.8% |
$20.3K - $22.5K
|
6.83K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
119+ 2.26% |
$20K - $22.2K
|
5.39K
$997K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
118+ 9.02% |
$19.8K - $22K
|
1.43K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
117+ 0.87% |
$19.7K - $21.8K
|
13.6K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
115+ 4.09% |
$19.3K - $21.4K
|
2.93K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.7% |
$19.3K - $21.4K
|
6.89K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
112+ 1.79% |
$18.8K - $20.9K
|
6.36K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
107+ 24.26% |
$18K - $19.9K
|
548
$101K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
105+ 8.72% |
$17.7K - $19.6K
|
1.31K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 4.66% |
$16.8K - $18.6K
|
2.24K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
100+ 4.43% |
$16.8K - $18.6K
|
2.36K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
100+ 0.22% |
$16.8K - $18.6K
|
45.9K
$8.49M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
98New |
$16.5K - $18.2K
|
98
$18.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
98+ 8.05% |
$16.5K - $18.2K
|
1.32K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 0.44% |
$15.1K - $16.8K
|
20.7K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
90+ 0.29% |
$15.1K - $16.8K
|
30.7K
$5.68M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
90+ 58.44% |
$15.1K - $16.8K
|
244
$45.1K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$16.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
85New |
$14.3K - $15.8K
|
85
$15.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84+ 2.24% |
$14.1K - $15.6K
|
3.84K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
82+ 0.65% |
$13.8K - $15.3K
|
12.7K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
80+ 2.69% |
$13.5K - $14.9K
|
3.05K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
80+ 84.21% |
$13.5K - $14.9K
|
175
$32.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
79+ 1.7% |
$13.3K - $14.7K
|
4.73K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
78New |
$13.1K - $14.5K
|
78
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
75+ 0.23% |
$12.6K - $14K
|
32.5K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 7.14% |
$11.8K - $13K
|
1.05K
$194K
|