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 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 80.52% |
$165K - $189K
|
2.56K
$463K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
544+ 4.44% |
$78.7K - $90K
|
12.8K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
258+ 21.43% |
$37.3K - $42.7K
|
1.46K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
202New |
$29.2K - $33.4K
|
202
$36.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
187New |
$27K - $30.9K
|
187
$33.8K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
154New |
$22.3K - $25.5K
|
154
$27.9K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
142New |
$20.5K - $23.5K
|
142
$25.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122+ 23.69% |
$17.6K - $20.2K
|
637
$115K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
100+ 6.25% |
$14.5K - $16.5K
|
1.7K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
100+ 1.66% |
$14.5K - $16.5K
|
6.13K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100New |
$14.5K - $16.5K
|
100
$18.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
84+ 0.4% |
$12.1K - $13.9K
|
21K
$3.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
64New |
$9.26K - $10.6K
|
64
$11.6K
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
56New |
$8.1K - $9.26K
|
56
$10.1K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
48New |
$6.94K - $7.94K
|
48
$8.68K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
47New |
$6.8K - $7.78K
|
47
$8.5K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45+ 60.0% |
$6.51K - $7.44K
|
120
$21.7K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.71% |
$6.22K - $7.11K
|
6.11K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
39New |
$5.64K - $6.45K
|
39
$7.05K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37New |
$5.35K - $6.12K
|
37
$6.69K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$4.34K - $4.96K
|
30
$5.43K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
28New |
$4.05K - $4.63K
|
28
$5.06K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
16New |
$2.31K - $2.65K
|
16
$2.89K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
15+ 2.66% |
$2.17K - $2.48K
|
578
$105K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$1.45K - $1.65K
|
10
$1.81K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$723 - $827
|
5
$904
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$145 - $165
|
1
$181
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
221KNew |
$28.2M - $32.7M
|
221K
$40M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
84.6KNew |
$10.8M - $12.5M
|
84.6K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
72.7KNew |
$9.28M - $10.8M
|
72.7K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
61.7K+ 96.42% |
$7.88M - $9.13M
|
126K
$22.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
40.8K+ 9.13% |
$5.2M - $6.03M
|
487K
$88.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
34.1K+ 5.77% |
$4.36M - $5.05M
|
625K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.72M - $2M
|
13.5K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.94K+ 142.75% |
$631K - $731K
|
8.4K
$1.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.78KNew |
$610K - $707K
|
4.78K
$864K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
4.61K+ 26.35% |
$589K - $683K
|
22.1K
$4M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.98KNew |
$507K - $588K
|
3.98K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.73KNew |
$476K - $552K
|
3.73K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.48KNew |
$444K - $514K
|
3.48K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.31KNew |
$423K - $490K
|
3.31K
$599K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.14K+ 12.07% |
$401K - $465K
|
29.2K
$5.27M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
3.02KNew |
$386K - $447K
|
3.02K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
2.67K+ 157.79% |
$340K - $394K
|
4.35K
$787K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.65KNew |
$338K - $392K
|
2.65K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$331K - $384K
|
2.59K
$469K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2K+ 1.19% |
$255K - $296K
|
169K
$30.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.97K+ 18.68% |
$252K - $292K
|
12.5K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.96K+ 137.69% |
$250K - $290K
|
3.38K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.71KNew |
$218K - $252K
|
1.71K
$308K
|
|