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 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1K+ 27.54% |
$163K - $179K
|
4.63K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
980+ 7.01% |
$159K - $176K
|
15K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
975+ 1.8% |
$159K - $175K
|
55.2K
$9.78M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
969+ 4.65% |
$158K - $174K
|
21.8K
$3.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
910+ 1.68% |
$148K - $163K
|
55.2K
$9.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
909+ 0.47% |
$148K - $163K
|
195K
$34.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
902+ 1.95% |
$147K - $162K
|
47.2K
$8.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
878+ 1.85% |
$143K - $157K
|
48.3K
$8.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
866+ 1.7% |
$141K - $155K
|
51.8K
$9.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
862+ 3.93% |
$140K - $155K
|
22.8K
$4.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
857+ 3.74% |
$139K - $154K
|
23.8K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
856+ 15.58% |
$139K - $153K
|
6.35K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
837+ 65.39% |
$136K - $150K
|
2.12K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
814+ 5.08% |
$132K - $146K
|
16.8K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
801+ 2.57% |
$130K - $144K
|
32K
$5.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
746New |
$121K - $134K
|
746
$132K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
719+ 2.57% |
$117K - $129K
|
28.7K
$5.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
718+ 8.3% |
$117K - $129K
|
9.37K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
717+ 0.78% |
$117K - $129K
|
93.1K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
708+ 202.87% |
$115K - $127K
|
1.06K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
693+ 5.03% |
$113K - $124K
|
14.5K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
682+ 5.52% |
$111K - $122K
|
13K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
674+ 7.35% |
$110K - $121K
|
9.85K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
666+ 23.55% |
$108K - $119K
|
3.49K
$619K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 1.88% |
$103K - $113K
|
34.3K
$6.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
633+ 27.52% |
$103K - $113K
|
2.93K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
618+ 6.57% |
$101K - $111K
|
10K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
614+ 3.49% |
$99.9K - $110K
|
18.2K
$3.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
595+ 14.26% |
$96.8K - $107K
|
4.77K
$844K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
582+ 23.46% |
$94.7K - $104K
|
3.06K
$543K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
581+ 5.11% |
$94.5K - $104K
|
11.9K
$2.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
547+ 2.07% |
$89K - $98.1K
|
26.9K
$4.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
541+ 56.59% |
$88K - $97K
|
1.5K
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
524+ 31.57% |
$85.2K - $94K
|
2.18K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
517New |
$84.1K - $92.7K
|
517
$91.6K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
511+ 14.66% |
$83.1K - $91.6K
|
4K
$708K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
493+ 2.63% |
$80.2K - $88.4K
|
19.2K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
481+ 13.14% |
$78.2K - $86.2K
|
4.14K
$734K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
478+ 2.92% |
$77.7K - $85.7K
|
16.8K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
469+ 21.39% |
$76.3K - $84.1K
|
2.66K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
446+ 16.64% |
$72.5K - $80K
|
3.13K
$554K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
445+ 13.43% |
$72.4K - $79.8K
|
3.76K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
443+ 0.43% |
$72K - $79.4K
|
104K
$18.4M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
442+ 8.88% |
$71.9K - $79.3K
|
5.42K
$960K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
442+ 2.32% |
$71.9K - $79.3K
|
19.5K
$3.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
440+ 3.17% |
$71.6K - $78.9K
|
14.3K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
435+ 1.15% |
$70.7K - $78K
|
38.2K
$6.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
418+ 7.25% |
$68K - $74.9K
|
6.19K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
395+ 1.6% |
$64.2K - $70.8K
|
25.1K
$4.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
390+ 20.91% |
$63.4K - $69.9K
|
2.26K
$399K
|