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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.36K+ 1.94% |
$547K - $603K
|
177K
$31.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.36K+ 1.77% |
$546K - $602K
|
193K
$34.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.35KNew |
$545K - $601K
|
3.35K
$594K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.35K+ 3.01% |
$544K - $600K
|
115K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.28K+ 1.53% |
$533K - $587K
|
217K
$38.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.25K+ 4.42% |
$528K - $582K
|
76.7K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$526K - $580K
|
3.23K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.18K+ 41.81% |
$517K - $570K
|
10.8K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.12K+ 12.89% |
$507K - $559K
|
27.3K
$4.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 2.27% |
$506K - $558K
|
140K
$24.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
3.09K+ 23.67% |
$503K - $554K
|
16.1K
$2.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.07K+ 16.29% |
$500K - $551K
|
21.9K
$3.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.06KNew |
$497K - $548K
|
3.06K
$541K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.9K+ 49.34% |
$471K - $519K
|
8.77K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.88KNew |
$468K - $516K
|
2.88K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.86K+ 4.69% |
$465K - $512K
|
63.8K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.85K+ 5.22% |
$464K - $512K
|
57.5K
$10.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.85K+ 124.06% |
$464K - $511K
|
5.15K
$912K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.83K+ 8.56% |
$460K - $508K
|
35.9K
$6.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.8K+ 5.65% |
$455K - $502K
|
52.3K
$9.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.77KNew |
$451K - $497K
|
2.77K
$491K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.69K+ 5.06% |
$438K - $483K
|
55.9K
$9.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.68K+ 37.2% |
$436K - $481K
|
9.89K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.63K+ 20.28% |
$428K - $472K
|
15.6K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 3.21% |
$415K - $458K
|
82K
$14.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.5KNew |
$407K - $449K
|
2.5K
$444K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 26.28% |
$404K - $445K
|
11.9K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.35K+ 91.4% |
$382K - $421K
|
4.92K
$871K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 20.14% |
$382K - $421K
|
14K
$2.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
2.32K+ 11.68% |
$377K - $416K
|
22.2K
$3.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.31K+ 105.2% |
$375K - $413K
|
4.5K
$796K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$369K - $407K
|
2.27K
$402K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.26K+ 11.48% |
$368K - $405K
|
21.9K
$3.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.22K+ 6.55% |
$361K - $398K
|
36K
$6.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.21K+ 26.64% |
$359K - $396K
|
10.5K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.17KNew |
$352K - $389K
|
2.17K
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$347K - $382K
|
2.13K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 1.66% |
$344K - $379K
|
129K
$22.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.11K+ 7.79% |
$343K - $379K
|
29.2K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.09K+ 0.64% |
$341K - $375K
|
328K
$58M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.05K+ 3.71% |
$333K - $367K
|
57.3K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.03KNew |
$330K - $364K
|
2.03K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
1.92K+ 4.4% |
$313K - $345K
|
45.6K
$8.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.89KNew |
$307K - $338K
|
1.89K
$334K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.87K+ 13.32% |
$304K - $335K
|
15.9K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.79K+ 2.78% |
$291K - $321K
|
66K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.71K+ 33.96% |
$277K - $306K
|
6.73K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.69KNew |
$275K - $303K
|
1.69K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.68K+ 2.67% |
$274K - $302K
|
64.7K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
1.67K+ 5.68% |
$272K - $300K
|
31.1K
$5.51M
|