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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
36New |
$6.35K - $6.73K
|
36
$6.18K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31+ 0.52% |
$5.47K - $5.79K
|
5.94K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31+ 1.62% |
$5.47K - $5.79K
|
1.95K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.45% |
$5.47K - $5.79K
|
2.16K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
30+ 2.69% |
$5.29K - $5.61K
|
1.15K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
29+ 0.45% |
$5.12K - $5.42K
|
6.42K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28New |
$4.94K - $5.23K
|
28
$4.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 2.47% |
$4.94K - $5.23K
|
1.16K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28+ 1.16% |
$4.94K - $5.23K
|
2.45K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25+ 0.64% |
$4.41K - $4.67K
|
3.93K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
25+ 0.94% |
$4.41K - $4.67K
|
2.7K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
25+ 1.63% |
$4.41K - $4.67K
|
1.56K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
24New |
$4.23K - $4.49K
|
24
$4.12K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 1.25% |
$4.23K - $4.49K
|
1.94K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
23New |
$4.06K - $4.3K
|
23
$3.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
21New |
$3.7K - $3.93K
|
21
$3.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
20+ 0.74% |
$3.53K - $3.74K
|
2.71K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.33% |
$3.35K - $3.55K
|
5.73K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
19+ 0.16% |
$3.35K - $3.55K
|
12.3K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 1.94% |
$3.18K - $3.36K
|
947
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.23% |
$3.18K - $3.36K
|
8.01K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 0.54% |
$3K - $3.18K
|
3.19K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 0.91% |
$2.47K - $2.62K
|
1.55K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13+ 1.0% |
$2.29K - $2.43K
|
1.31K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
12+ 0.68% |
$2.12K - $2.24K
|
1.77K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 18.18% |
$2.12K - $2.24K
|
78
$13.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12+ 0.78% |
$2.12K - $2.24K
|
1.54K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.51% |
$1.94K - $2.06K
|
2.19K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11+ 2.13% |
$1.94K - $2.06K
|
528
$90.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.56% |
$1.94K - $2.06K
|
1.97K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11+ 0.24% |
$1.94K - $2.06K
|
4.64K
$797K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11+ 0.29% |
$1.94K - $2.06K
|
3.78K
$649K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11+ 0.1% |
$1.94K - $2.06K
|
11.3K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 0.96% |
$1.76K - $1.87K
|
1.06K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.25% |
$1.59K - $1.68K
|
3.68K
$631K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
8+ 0.2% |
$1.41K - $1.5K
|
4K
$687K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.31% |
$1.41K - $1.5K
|
2.59K
$444K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.3% |
$1.41K - $1.5K
|
2.67K
$458K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.26% |
$1.23K - $1.31K
|
2.69K
$461K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.26% |
$1.23K - $1.31K
|
2.69K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5+ 0.29% |
$882 - $935
|
1.72K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$882 - $935
|
24.5K
$4.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4+ 0.05% |
$706 - $748
|
7.46K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.35% |
$706 - $748
|
1.15K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4+ 0.25% |
$706 - $748
|
1.58K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.44% |
$529 - $561
|
678
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.14% |
$529 - $561
|
2.14K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$529 - $561
|
1.21K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2+ 0.0% |
$353 - $374
|
45.6K
$7.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$353 - $374
|
6.29K
$1.08M
|