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 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
68New |
$11.4K - $12.7K
|
68
$12.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
66+ 2.6% |
$11.1K - $12.3K
|
2.61K
$482K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
65+ 282.61% |
$10.9K - $12.1K
|
88
$16.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65New |
$10.9K - $12.1K
|
65
$12K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
62+ 0.43% |
$10.4K - $11.5K
|
14.4K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
57+ 4.36% |
$9.59K - $10.6K
|
1.37K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
56+ 20.74% |
$9.42K - $10.4K
|
326
$60.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
56+ 0.52% |
$9.42K - $10.4K
|
10.9K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
55+ 0.22% |
$9.25K - $10.2K
|
24.5K
$4.54M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
55New |
$9.25K - $10.2K
|
55
$10.2K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
52+ 4.08% |
$8.74K - $9.68K
|
1.33K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
51+ 0.85% |
$8.58K - $9.5K
|
6.07K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.85% |
$8.41K - $9.31K
|
5.92K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
47+ 0.16% |
$7.9K - $8.75K
|
29.3K
$5.41M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45+ 93.75% |
$7.57K - $8.38K
|
93
$17.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
45+ 1.95% |
$7.57K - $8.38K
|
2.35K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 0.18% |
$7.4K - $8.19K
|
23.9K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
42+ 3.69% |
$7.06K - $7.82K
|
1.18K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
42+ 0.71% |
$7.06K - $7.82K
|
5.96K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
42+ 1.93% |
$7.06K - $7.82K
|
2.22K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 3.0% |
$7.06K - $7.82K
|
1.44K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
41+ 1.88% |
$6.89K - $7.63K
|
2.22K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
41New |
$6.89K - $7.63K
|
41
$7.58K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
40+ 0.89% |
$6.73K - $7.45K
|
4.56K
$842K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
40+ 1.62% |
$6.73K - $7.45K
|
2.51K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 1.27% |
$6.56K - $7.26K
|
3.12K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 2.09% |
$6.22K - $6.89K
|
1.8K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
35+ 0.59% |
$5.89K - $6.52K
|
5.93K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
33+ 1.76% |
$5.55K - $6.14K
|
1.91K
$353K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 7.26% |
$5.04K - $5.59K
|
443
$81.9K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$4.71K - $5.21K
|
28
$5.18K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
28+ 0.94% |
$4.71K - $5.21K
|
3.01K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
28+ 77.78% |
$4.71K - $5.21K
|
64
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 5.22% |
$4.37K - $4.84K
|
524
$96.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
23+ 4.83% |
$3.87K - $4.28K
|
499
$92.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
22+ 1.28% |
$3.7K - $4.1K
|
1.74K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
19+ 0.91% |
$3.2K - $3.54K
|
2.1K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 2.21% |
$3.2K - $3.54K
|
877
$162K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
18+ 1.19% |
$3.03K - $3.35K
|
1.53K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
18+ 1.13% |
$3.03K - $3.35K
|
1.61K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
18+ 1.69% |
$3.03K - $3.35K
|
1.09K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 0.56% |
$3.03K - $3.35K
|
3.21K
$592K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.37% |
$2.86K - $3.17K
|
1.25K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
14+ 0.54% |
$2.35K - $2.61K
|
2.6K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
14+ 0.23% |
$2.35K - $2.61K
|
6K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12+ 16.44% |
$2.02K - $2.23K
|
85
$15.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.79% |
$2.02K - $2.23K
|
1.54K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.04% |
$1.18K - $1.3K
|
17.8K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7+ 0.1% |
$1.18K - $1.3K
|
6.68K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$1.18K - $1.3K
|
7
$1.29K
|