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 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
178+ 40.36% |
$27.1K - $32.5K
|
619
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 5.95% |
$24.2K - $29.1K
|
2.83K
$519K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 6.13% |
$22.9K - $27.4K
|
2.6K
$476K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
148+ 0.77% |
$22.6K - $27.1K
|
19.5K
$3.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
141+ 27.27% |
$21.5K - $25.8K
|
658
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
123+ 151.85% |
$18.7K - $22.5K
|
204
$37.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
120+ 8.96% |
$18.3K - $21.9K
|
1.46K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
110+ 6.79% |
$16.8K - $20.1K
|
1.73K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
110+ 8.02% |
$16.8K - $20.1K
|
1.48K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
94+ 0.31% |
$14.3K - $17.2K
|
30.2K
$5.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
78+ 3.32% |
$11.9K - $14.3K
|
2.43K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.68% |
$11K - $13.2K
|
10.6K
$1.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$11.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.56% |
$9.15K - $11K
|
10.7K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
51New |
$7.77K - $9.32K
|
51
$9.35K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$7.62K - $9.14K
|
50
$9.17K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
39+ 1.88% |
$5.94K - $7.13K
|
2.12K
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35+ 28.69% |
$5.33K - $6.4K
|
157
$28.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34+ 10.76% |
$5.18K - $6.22K
|
350
$64.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
33+ 1.87% |
$5.03K - $6.03K
|
1.8K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
32+ 11.76% |
$4.88K - $5.85K
|
304
$55.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 3.17% |
$3.05K - $3.66K
|
651
$119K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
20+ 1.14% |
$3.05K - $3.66K
|
1.78K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
17+ 0.14% |
$2.59K - $3.11K
|
12K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 3.06% |
$2.13K - $2.56K
|
472
$86.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 9.49% |
$1.98K - $2.38K
|
150
$27.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.43% |
$1.83K - $2.19K
|
2.8K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.05% |
$1.68K - $2.01K
|
23.7K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 0.36% |
$1.52K - $1.83K
|
2.76K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
8+ 0.13% |
$1.22K - $1.46K
|
6.23K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8+ 0.27% |
$1.22K - $1.46K
|
3K
$551K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.37% |
$1.07K - $1.28K
|
1.9K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.24% |
$915 - $1.1K
|
2.55K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.1% |
$762 - $914
|
5.19K
$953K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4+ 0.08% |
$610 - $731
|
4.91K
$901K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.21% |
$457 - $548
|
1.42K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3+ 0.16% |
$457 - $548
|
1.87K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$152 - $183
|
1
$183
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$152 - $183
|
2.35K
$431K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.71M+ 9.31% |
$456M - $505M
|
31.9M
$5.84B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.32M+ 7.82% |
$222M - $246M
|
18.2M
$3.34B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
461K+ 5.07% |
$77.5M - $85.8M
|
9.55M
$1.75B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
381K+ 5.79% |
$64.1M - $70.9M
|
6.96M
$1.28B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
343K+ 11.18% |
$57.6M - $63.8M
|
3.41M
$625M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
324K+ 6.73% |
$54.6M - $60.4M
|
5.14M
$943M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
316K+ 161.39% |
$53.2M - $58.9M
|
512K
$94M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
309K+ 76.77% |
$51.9M - $57.5M
|
711K
$130M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
286K+ 30.9% |
$48.1M - $53.3M
|
1.21M
$222M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
251KNew |
$42.3M - $46.8M
|
251K
$46.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201K+ 1446.89% |
$33.9M - $37.5M
|
215K
$39.5M
|
|