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 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 7.86% |
$271K - $298K
|
22.8K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.63K+ 55.85% |
$266K - $293K
|
4.56K
$807K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.63K+ 1.74% |
$264K - $292K
|
95K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.6K+ 7.59% |
$260K - $287K
|
22.7K
$4.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.6KNew |
$259K - $286K
|
1.6K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.58K+ 50.54% |
$257K - $283K
|
4.71K
$834K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.58KNew |
$256K - $283K
|
1.58K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.57K+ 4.21% |
$255K - $282K
|
38.8K
$6.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.57KNew |
$255K - $281K
|
1.57K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.56K+ 2.92% |
$254K - $280K
|
55.1K
$9.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.52K+ 30.6% |
$247K - $272K
|
6.47K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.5K+ 18.99% |
$244K - $269K
|
9.4K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.46K+ 1.51% |
$237K - $261K
|
98.1K
$17.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.45K+ 3.09% |
$236K - $261K
|
48.5K
$8.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.42K+ 4.4% |
$232K - $255K
|
33.8K
$5.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.41K+ 2.45% |
$229K - $253K
|
58.9K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.38KNew |
$225K - $248K
|
1.38K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.35K+ 1.27% |
$220K - $242K
|
107K
$19M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.31KNew |
$213K - $234K
|
1.31K
$232K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.31K+ 14.03% |
$213K - $234K
|
10.6K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.3KNew |
$212K - $234K
|
1.3K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.3KNew |
$212K - $233K
|
1.3K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.3K+ 6.45% |
$212K - $233K
|
21.5K
$3.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$211K - $233K
|
1.3K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 7.19% |
$210K - $232K
|
19.3K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.29KNew |
$210K - $232K
|
1.29K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.29KNew |
$210K - $231K
|
1.29K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$209K - $231K
|
1.29K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.27K+ 12.46% |
$207K - $228K
|
11.5K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.26K+ 4.43% |
$205K - $226K
|
29.7K
$5.25M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.26K+ 8.91% |
$204K - $225K
|
15.4K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.25K+ 3.68% |
$203K - $224K
|
35.3K
$6.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$202K - $223K
|
1.24K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.24K+ 1.05% |
$202K - $222K
|
119K
$21.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.18K+ 10.26% |
$192K - $211K
|
12.7K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$188K - $207K
|
1.16K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.14K+ 8.8% |
$186K - $205K
|
14.1K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.14KNew |
$186K - $205K
|
1.14K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.14K+ 87.5% |
$186K - $205K
|
2.45K
$433K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.12K+ 9.26% |
$183K - $201K
|
13.2K
$2.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1.12KNew |
$181K - $200K
|
1.12K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.08K+ 0.17% |
$176K - $194K
|
643K
$114M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.06K+ 54.66% |
$172K - $189K
|
2.99K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 1.61% |
$169K - $187K
|
65.9K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$166K - $183K
|
71.2K
$12.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.01K+ 19.48% |
$164K - $181K
|
6.2K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.01K+ 0.78% |
$164K - $181K
|
131K
$23.2M
|