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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
127New |
$22.4K - $23.7K
|
127
$23.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
116+ 2.55% |
$20.5K - $21.7K
|
4.67K
$864K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
112+ 2.1% |
$19.8K - $20.9K
|
5.45K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
112New |
$19.8K - $20.9K
|
112
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
110New |
$19.4K - $20.6K
|
110
$20.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
96+ 246.15% |
$16.9K - $17.9K
|
135
$25K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
83New |
$14.6K - $15.5K
|
83
$15.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
82+ 63.08% |
$14.5K - $15.3K
|
212
$39.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
78+ 3.75% |
$13.8K - $14.6K
|
2.16K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
76+ 6.58% |
$13.4K - $14.2K
|
1.23K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75New |
$13.2K - $14K
|
75
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
68+ 1.69% |
$12K - $12.7K
|
4.1K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65+ 11.52% |
$11.5K - $12.1K
|
629
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
59+ 4.99% |
$10.4K - $11K
|
1.24K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
52New |
$9.17K - $9.72K
|
52
$9.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 18.83% |
$7.94K - $8.41K
|
284
$52.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
44New |
$7.76K - $8.22K
|
44
$8.13K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
44New |
$7.76K - $8.22K
|
44
$8.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
38+ 1.59% |
$6.7K - $7.1K
|
2.43K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
37+ 1.71% |
$6.53K - $6.92K
|
2.2K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
36New |
$6.35K - $6.73K
|
36
$6.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28New |
$4.94K - $5.23K
|
28
$5.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 2.47% |
$4.94K - $5.23K
|
1.16K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
24New |
$4.23K - $4.49K
|
24
$4.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
21New |
$3.7K - $3.93K
|
21
$3.88K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
10New |
$1.76K - $1.87K
|
10
$1.85K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.26% |
$1.23K - $1.31K
|
2.69K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$176 - $187
|
1.13K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.0% |
$176 - $187
|
51
$9.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.31% |
$176 - $187
|
320
$59.1K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.01% |
$176 - $187
|
9.77K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.08% |
$176 - $187
|
1.24K
$228K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
129KNew |
$20.9M - $23.1M
|
129K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.9K+ 11.05% |
$5.99M - $6.61M
|
370K
$68.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
36.4KNew |
$5.91M - $6.52M
|
36.4K
$6.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 4.09% |
$5.78M - $6.37M
|
905K
$167M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 1.53% |
$2.34M - $2.58M
|
954K
$176M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
13.2KNew |
$2.15M - $2.37M
|
13.2K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
13.2KNew |
$2.15M - $2.37M
|
13.2K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10.6KNew |
$1.73M - $1.9M
|
10.6K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.85KNew |
$1.11M - $1.23M
|
6.85K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.19K+ 18.88% |
$843K - $930K
|
32.6K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.95K+ 192.41% |
$804K - $887K
|
7.52K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.63K+ 2.88% |
$752K - $829K
|
166K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$619K - $682K
|
3.81K
$703K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.06KNew |
$497K - $548K
|
3.06K
$565K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.85K+ 5.22% |
$464K - $512K
|
57.5K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.77KNew |
$450K - $496K
|
2.77K
$511K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.62K+ 4.89% |
$426K - $470K
|
56.2K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$369K - $407K
|
2.27K
$420K
|
|