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 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50+ 27.62% |
$5.19K - $6.06K
|
231
$41.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
47+ 0.23% |
$4.88K - $5.7K
|
20.9K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$1.14K - $1.33K
|
11
$1.99K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10New |
$1.04K - $1.21K
|
10
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8New |
$831 - $970
|
8
$1.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$727 - $849
|
7
$1.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.19% |
$623 - $727
|
3.15K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.91% |
$208 - $242
|
221
$40K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.5% |
$104 - $121
|
201
$36.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
234K+ 107.01% |
$24.3M - $29.6M
|
453K
$81.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.7KNew |
$1.52M - $1.85M
|
14.7K
$2.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11K+ 9.22% |
$1.15M - $1.39M
|
131K
$23.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
6.01KNew |
$624K - $760K
|
6.01K
$1.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.36K+ 1.01% |
$557K - $677K
|
535K
$96.8M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.68KNew |
$486K - $592K
|
4.68K
$846K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.37KNew |
$454K - $552K
|
4.37K
$790K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.47K+ 44.34% |
$361K - $439K
|
11.3K
$2.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
3.33K+ 2.51% |
$347K - $422K
|
136K
$24.6M
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3KNew |
$312K - $380K
|
3K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3KNew |
$312K - $379K
|
3K
$543K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.96KNew |
$308K - $375K
|
2.96K
$536K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.4K+ 8.43% |
$249K - $303K
|
30.8K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.32KNew |
$241K - $293K
|
2.32K
$419K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.15K+ 55.6% |
$119K - $145K
|
3.21K
$580K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.05K+ 39.44% |
$109K - $132K
|
3.7K
$669K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
993New |
$103K - $126K
|
993
$180K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
886New |
$92.1K - $112K
|
886
$160K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
857+ 102.02% |
$89.1K - $108K
|
1.7K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
715+ 2.87% |
$74.3K - $90.4K
|
25.6K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
410+ 149.64% |
$42.6K - $51.9K
|
684
$124K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$41.6K - $50.6K
|
400
$72.3K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
355+ 19.83% |
$36.9K - $44.9K
|
2.15K
$388K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
325+ 54.17% |
$33.8K - $41.1K
|
925
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
289New |
$30K - $36.6K
|
289
$52.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
280+ 11.85% |
$29.1K - $35.4K
|
2.64K
$478K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
211New |
$21.9K - $26.7K
|
211
$38.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
210+ 10.78% |
$21.8K - $26.6K
|
2.16K
$390K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
90+ 81.82% |
$9.35K - $11.4K
|
200
$36.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
54+ 0.33% |
$5.61K - $6.83K
|
16.5K
$2.99M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
53+ 0.48% |
$5.51K - $6.7K
|
11K
$1.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
37+ 0.48% |
$3.85K - $4.68K
|
7.69K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9New |
$935 - $1.14K
|
9
$1.63K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.62% |
$208 - $253
|
323
$58.4K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
76.6KNew |
$8.31M - $10.4M
|
76.6K
$13.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
20.1KNew |
$2.18M - $2.73M
|
20.1K
$3.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
19.8K+ 71.55% |
$2.15M - $2.69M
|
47.4K
$8.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$1.12M - $1.41M
|
10.3K
$1.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.19KNew |
$238K - $298K
|
2.19K
$396K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.02KNew |
$219K - $275K
|
2.02K
$365K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$197K - $247K
|
1.82K
$328K
|
|