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 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3KNew |
$312K - $379K
|
3K
$548K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.96KNew |
$308K - $375K
|
2.96K
$541K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.4K+ 8.43% |
$249K - $303K
|
30.8K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.32KNew |
$241K - $293K
|
2.32K
$423K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.15K+ 55.6% |
$119K - $145K
|
3.21K
$586K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.05K+ 39.44% |
$109K - $132K
|
3.7K
$675K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
993New |
$103K - $126K
|
993
$181K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
886New |
$92.1K - $112K
|
886
$162K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
857+ 102.02% |
$89.1K - $108K
|
1.7K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
715+ 2.87% |
$74.3K - $90.4K
|
25.6K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
410+ 149.64% |
$42.6K - $51.9K
|
684
$125K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$41.6K - $50.6K
|
400
$73K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
325+ 54.17% |
$33.8K - $41.1K
|
925
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
289New |
$30K - $36.6K
|
289
$52.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
280+ 11.85% |
$29.1K - $35.4K
|
2.64K
$482K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
211New |
$21.9K - $26.7K
|
211
$38.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
210+ 10.78% |
$21.8K - $26.6K
|
2.16K
$394K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
90+ 81.82% |
$9.35K - $11.4K
|
200
$36.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
54+ 0.33% |
$5.61K - $6.83K
|
16.5K
$3.02M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
53+ 0.48% |
$5.51K - $6.7K
|
11K
$2.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
37+ 0.48% |
$3.85K - $4.68K
|
7.69K
$1.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9New |
$935 - $1.14K
|
9
$1.64K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.62% |
$208 - $253
|
323
$59K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
76.6KNew |
$8.31M - $10.4M
|
76.6K
$14M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
20.1KNew |
$2.18M - $2.73M
|
20.1K
$3.66M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
19.8K+ 71.55% |
$2.15M - $2.69M
|
47.4K
$8.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.19KNew |
$238K - $298K
|
2.19K
$400K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.02KNew |
$219K - $275K
|
2.02K
$369K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$197K - $247K
|
1.82K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.5K+ 75.54% |
$162K - $203K
|
3.47K
$634K
|
|
|
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
|
|
|
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
$13.1K
|
|
|
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
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
147KNew |
$18.2M - $21.3M
|
147K
$26.8M
|
|
|
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
$93.3K
|
|
|
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 | |||||||
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
34.8KNew |
$4.55M - $5.09M
|
34.8K
$6.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.25KNew |
$425K - $475K
|
3.25K
$593K
|
|
|
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
$62.4K
|
|
|
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
|
|