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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$197K - $247K
|
1.82K
$332K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.5K+ 75.54% |
$162K - $203K
|
3.47K
$635K
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
835+ 0.47% |
$90.7K - $114K
|
177K
$32.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
768+ 204.8% |
$83.4K - $104K
|
1.14K
$209K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
678New |
$73.6K - $92.2K
|
678
$124K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
385+ 172.65% |
$41.8K - $52.4K
|
608
$111K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
346New |
$37.6K - $47K
|
346
$63.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
121+ 7.58% |
$13.1K - $16.5K
|
1.72K
$314K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
90New |
$9.77K - $12.2K
|
90
$16.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
72New |
$7.82K - $9.79K
|
72
$13.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
33+ 25.98% |
$3.58K - $4.49K
|
160
$29.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9New |
$977 - $1.22K
|
9
$1.64K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 1.07% |
$217 - $272
|
189
$34.5K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
147KNew |
$18.2M - $21.3M
|
147K
$26.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
466New |
$57.6K - $67.6K
|
466
$85.1K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
180+ 54.38% |
$22.2K - $26.1K
|
511
$93.4K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
114+ 98.28% |
$14.1K - $16.5K
|
230
$42K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
8+ 0.25% |
$988 - $1.16K
|
3.16K
$576K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.25KNew |
$425K - $475K
|
3.25K
$594K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.01KNew |
$394K - $440K
|
3.01K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$131K - $146K
|
1K
$183K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
229+ 202.65% |
$30K - $33.5K
|
342
$62.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
60New |
$7.85K - $8.78K
|
60
$11K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
57+ 1.98% |
$7.46K - $8.34K
|
2.93K
$536K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22New |
$2.88K - $3.22K
|
22
$4.02K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11+ 0.26% |
$1.44K - $1.61K
|
4.24K
$775K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5New |
$654 - $732
|
5
$914
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
90.3KNew |
$11.9M - $12.8M
|
90.3K
$16.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
1.22KNew |
$161K - $173K
|
1.22K
$223K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
885+ 1229.17% |
$117K - $125K
|
957
$175K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
76New |
$10K - $10.8K
|
76
$13.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
50New |
$6.59K - $7.09K
|
50
$9.14K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
1+ 0.05% |
$132 - $142
|
1.96K
$359K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
18.2KNew |
$2.24M - $2.42M
|
18.2K
$3.32M
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
218New |
$26.8K - $29K
|
218
$39.8K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
865New |
$97.7K - $106K
|
865
$158K
|
|
|
May 18, 2021
Q1 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
490New |
$55.3K - $59.9K
|
490
$89.5K
|
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6+ 0.58% |
$678 - $733
|
1.05K
$192K
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
397+ 6.63% |
$40K - $46.1K
|
6.39K
$1.17M
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.06KNew |
$873K - $997K
|
9.06K
$1.65M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.23K+ 3.64% |
$95.6K - $125K
|
35K
$6.4M
|
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
215New |
$16.7K - $21.8K
|
215
$39.3K
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
72New |
$6.46K - $7.29K
|
72
$13.2K
|
|
| Q2 2019 | |||||||
|
Aug 16, 2021
Q2 2019
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.46KNew |
$125K - $134K
|
1.46K
$266K
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
69+ 6900.0% |
$5.91K - $6.36K
|
70
$12.8K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
169KNew |
$14M - $15.4M
|
169K
$30.8M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.82KNew |
$735K - $805K
|
8.82K
$1.61M
|
|