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 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.28K+ 1.53% |
$533K - $587K
|
217K
$39.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.25K+ 4.42% |
$528K - $582K
|
76.7K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.24K+ 29.94% |
$527K - $581K
|
14.1K
$2.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$526K - $580K
|
3.23K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.18K+ 41.81% |
$517K - $570K
|
10.8K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.16K+ 66.67% |
$514K - $567K
|
7.9K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.15K+ 13.88% |
$512K - $564K
|
25.8K
$4.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.12K+ 12.89% |
$507K - $559K
|
27.3K
$4.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 2.27% |
$506K - $558K
|
140K
$25.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
3.09K+ 23.67% |
$503K - $554K
|
16.1K
$2.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.07K+ 16.29% |
$500K - $551K
|
21.9K
$4.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.06KNew |
$497K - $548K
|
3.06K
$558K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.01KNew |
$489K - $539K
|
3.01K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.98KNew |
$485K - $534K
|
2.98K
$545K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.9K+ 49.34% |
$471K - $519K
|
8.77K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.88KNew |
$468K - $516K
|
2.88K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.86K+ 4.69% |
$465K - $512K
|
63.8K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.85K+ 5.22% |
$464K - $512K
|
57.5K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.85K+ 124.06% |
$464K - $511K
|
5.15K
$941K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.83K+ 8.56% |
$460K - $508K
|
35.9K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.8K+ 5.65% |
$455K - $502K
|
52.3K
$9.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.78K+ 3.28% |
$452K - $499K
|
87.5K
$16M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.77KNew |
$451K - $497K
|
2.77K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.77K+ 7.36% |
$450K - $496K
|
40.4K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.77KNew |
$450K - $496K
|
2.77K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.76K+ 16.81% |
$449K - $495K
|
19.2K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.69K+ 5.06% |
$438K - $483K
|
55.9K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.68K+ 37.2% |
$436K - $481K
|
9.89K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.65K+ 12.64% |
$430K - $474K
|
23.6K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.63K+ 20.28% |
$428K - $472K
|
15.6K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.59K+ 7.79% |
$422K - $465K
|
35.9K
$6.55M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 44.26% |
$419K - $462K
|
8.4K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.56K+ 4.35% |
$416K - $459K
|
61.4K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 3.21% |
$415K - $458K
|
82K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.55K+ 8.56% |
$414K - $456K
|
32.3K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.52K+ 4.86% |
$410K - $452K
|
54.4K
$9.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.51K+ 1.87% |
$408K - $450K
|
137K
$25M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.5KNew |
$407K - $449K
|
2.5K
$458K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 26.28% |
$404K - $445K
|
11.9K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.4K+ 9.46% |
$390K - $429K
|
27.7K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.36K+ 40.27% |
$384K - $424K
|
8.23K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.35K+ 91.4% |
$382K - $421K
|
4.92K
$898K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 20.14% |
$382K - $421K
|
14K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
2.32K+ 11.68% |
$377K - $416K
|
22.2K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.31K+ 14.3% |
$375K - $413K
|
18.4K
$3.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.31K+ 105.2% |
$375K - $413K
|
4.5K
$822K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$369K - $407K
|
2.27K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.26K+ 2.98% |
$368K - $406K
|
78.2K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.26K+ 11.48% |
$368K - $405K
|
21.9K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.26K+ 5.72% |
$367K - $405K
|
41.7K
$7.63M
|