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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.32KNew |
$565K - $605K
|
4.32K
$790K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.94KNew |
$384K - $411K
|
2.94K
$537K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.66KNew |
$348K - $372K
|
2.66K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.85KNew |
$242K - $259K
|
1.85K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.66KNew |
$217K - $232K
|
1.66K
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
1.52KNew |
$199K - $213K
|
1.52K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
1.1KNew |
$144K - $154K
|
1.1K
$201K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
800New |
$105K - $112K
|
800
$146K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
435New |
$56.9K - $60.9K
|
435
$79.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
329New |
$43K - $46.1K
|
329
$60.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
245New |
$32K - $34.3K
|
245
$44.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 72.46% |
$26.2K - $28K
|
476
$87K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
166New |
$21.7K - $23.2K
|
166
$30.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
155+ 8.33% |
$20.3K - $21.7K
|
2.02K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
101New |
$13.2K - $14.1K
|
101
$18.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$7.19K - $7.7K
|
55
$10K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
55New |
$7.19K - $7.7K
|
55
$10K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24New |
$3.14K - $3.36K
|
24
$4.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$2.09K - $2.24K
|
16
$2.92K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$131 - $140
|
28.2K
$5.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1New |
$131 - $140
|
1
$183
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
137K+ 210.65% |
$16.7M - $18.5M
|
202K
$36.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
125K+ 16.06% |
$15.2M - $16.8M
|
901K
$165M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
112K+ 22.36% |
$13.7M - $15.1M
|
612K
$112M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79.6KNew |
$9.71M - $10.7M
|
79.6K
$14.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
47.5KNew |
$5.79M - $6.4M
|
47.5K
$8.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
20.2KNew |
$2.46M - $2.72M
|
20.2K
$3.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
19.8KNew |
$2.42M - $2.67M
|
19.8K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
17.7KNew |
$2.16M - $2.39M
|
17.7K
$3.24M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
14.9KNew |
$1.82M - $2.01M
|
14.9K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
12.3K+ 87.01% |
$1.5M - $1.66M
|
26.5K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
12KNew |
$1.46M - $1.62M
|
12K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
10.6K+ 49.07% |
$1.3M - $1.43M
|
32.3K
$5.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
9.04KNew |
$1.1M - $1.22M
|
9.04K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.85KNew |
$713K - $789K
|
5.85K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.6KNew |
$683K - $755K
|
5.6K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.88K+ 47.01% |
$473K - $523K
|
12.1K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.72KNew |
$454K - $502K
|
3.72K
$680K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.09K+ 16.21% |
$377K - $417K
|
22.2K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.02KNew |
$368K - $407K
|
3.02K
$551K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.55KNew |
$311K - $344K
|
2.55K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.29KNew |
$279K - $308K
|
2.29K
$418K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.23KNew |
$272K - $301K
|
2.23K
$408K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.12K+ 6.73% |
$258K - $285K
|
33.6K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.03KNew |
$247K - $274K
|
2.03K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.98KNew |
$241K - $266K
|
1.98K
$361K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.78KNew |
$217K - $239K
|
1.78K
$324K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.39KNew |
$170K - $188K
|
1.39K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 16.19% |
$139K - $154K
|
8.2K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
929New |
$113K - $125K
|
929
$170K
|
|