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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
191K+ 40.1% |
$32.1M - $35.5M
|
667K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
190K+ 1000.52% |
$31.9M - $35.3M
|
209K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
188K+ 31.41% |
$31.7M - $35.1M
|
789K
$145M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
175KNew |
$29.4M - $32.6M
|
175K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
171K+ 17.88% |
$28.8M - $31.9M
|
1.13M
$207M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
160K+ 180.35% |
$26.8M - $29.7M
|
248K
$45.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
159K+ 25.72% |
$26.7M - $29.6M
|
776K
$142M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
145K+ 8.97% |
$24.4M - $27M
|
1.76M
$323M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
141K+ 10.23% |
$23.8M - $26.3M
|
1.52M
$280M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 7.8% |
$23.6M - $26.1M
|
1.94M
$356M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 6.68% |
$22.6M - $25M
|
2.15M
$394M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
133K+ 6.02% |
$22.3M - $24.7M
|
2.33M
$428M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
116KNew |
$19.6M - $21.7M
|
116K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
110K+ 10.48% |
$18.5M - $20.4M
|
1.16M
$212M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 6.3% |
$18.3M - $20.3M
|
1.84M
$337M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108K+ 5.79% |
$18.1M - $20M
|
1.97M
$361M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
88.7K+ 101.63% |
$14.9M - $16.5M
|
176K
$32.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
85.9KNew |
$14.5M - $16M
|
85.9K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
77.2KNew |
$13M - $14.4M
|
77.2K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77K+ 13.82% |
$13M - $14.3M
|
635K
$116M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
75K+ 284.34% |
$12.6M - $14M
|
101K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64.7KNew |
$10.9M - $12M
|
64.7K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
63.3KNew |
$10.6M - $11.8M
|
63.3K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.4KNew |
$10.5M - $11.6M
|
62.4K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.2K+ 88.91% |
$10.5M - $11.6M
|
132K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
62.1K+ 22.05% |
$10.4M - $11.6M
|
344K
$63.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61.2K+ 67.02% |
$10.3M - $11.4M
|
152K
$28M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59.9K+ 29.99% |
$10.1M - $11.2M
|
260K
$47.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.4K+ 8.43% |
$9.83M - $10.9M
|
751K
$138M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.5K+ 9.83% |
$9.49M - $10.5M
|
631K
$116M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
56.3K+ 24.36% |
$9.47M - $10.5M
|
288K
$52.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.9K+ 774.89% |
$9.07M - $10M
|
60.9K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53.8K+ 16.88% |
$9.04M - $10M
|
372K
$68.3M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.5K+ 412.92% |
$8.66M - $9.59M
|
64K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 0.93% |
$8.35M - $9.25M
|
5.4M
$990M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
48.9K+ 25.95% |
$8.22M - $9.11M
|
237K
$43.5M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
46.7K+ 12.72% |
$7.85M - $8.69M
|
414K
$75.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.9K+ 18.29% |
$7.73M - $8.55M
|
297K
$54.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 9.46% |
$7.46M - $8.26M
|
514K
$94.2M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
42.8KNew |
$7.2M - $7.97M
|
42.8K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
42.5KNew |
$7.14M - $7.91M
|
42.5K
$7.79M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
39.5K+ 4.12% |
$6.64M - $7.35M
|
998K
$183M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
39.3K+ 7.78% |
$6.62M - $7.33M
|
545K
$100M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
38.9KNew |
$6.54M - $7.24M
|
38.9K
$7.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38.6K+ 29.8% |
$6.48M - $7.18M
|
168K
$30.8M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
37.2K+ 28.35% |
$6.26M - $6.94M
|
169K
$30.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
36.3K+ 45.59% |
$6.11M - $6.77M
|
116K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.8K+ 53.67% |
$6.03M - $6.67M
|
103K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
34.9K+ 15.16% |
$5.87M - $6.5M
|
265K
$48.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.1K+ 340.69% |
$5.74M - $6.35M
|
44.1K
$8.09M
|