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 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
16.7KNew |
$2.81M - $3.11M
|
16.7K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
16.7K+ 71.85% |
$2.81M - $3.11M
|
39.9K
$7.32M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
16.6K+ 57.34% |
$2.8M - $3.1M
|
45.7K
$8.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.6K+ 198.65% |
$2.79M - $3.09M
|
24.9K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$2.75M - $3.05M
|
16.4K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.2K+ 4.61% |
$2.72M - $3.01M
|
367K
$67.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16K+ 13.44% |
$2.69M - $2.97M
|
135K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.9K+ 3.75% |
$2.67M - $2.96M
|
440K
$80.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.6K+ 4.46% |
$2.62M - $2.9M
|
365K
$67M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.3K+ 16.71% |
$2.56M - $2.84M
|
107K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15.2K+ 50.69% |
$2.55M - $2.83M
|
45.1K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
15.2K+ 17.63% |
$2.55M - $2.83M
|
101K
$18.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
14.9K+ 623.26% |
$2.51M - $2.78M
|
17.3K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.9K+ 17.55% |
$2.5M - $2.77M
|
99.8K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14.8K+ 372.4% |
$2.5M - $2.76M
|
18.8K
$3.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14.4K+ 7.78% |
$2.42M - $2.68M
|
200K
$36.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.3K+ 2.99% |
$2.4M - $2.66M
|
492K
$90.2M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 13.73% |
$2.26M - $2.5M
|
111K
$20.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 113.47% |
$2.25M - $2.49M
|
25.1K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13.3K+ 22.77% |
$2.24M - $2.48M
|
71.7K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2K+ 2.68% |
$2.21M - $2.45M
|
503K
$92.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13.1K+ 5.67% |
$2.2M - $2.44M
|
244K
$44.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
13.1K+ 5.67% |
$2.2M - $2.44M
|
244K
$44.7M
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
12.9K+ 3.93% |
$2.16M - $2.39M
|
340K
$62.3M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.7K+ 5.04% |
$2.13M - $2.36M
|
264K
$48.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.5K+ 22.07% |
$2.11M - $2.33M
|
69.3K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
12.4KNew |
$2.09M - $2.31M
|
12.4K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12.3K+ 18.61% |
$2.07M - $2.29M
|
78.3K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.1K+ 2.49% |
$2.04M - $2.26M
|
499K
$91.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
12KNew |
$2.02M - $2.23M
|
12K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12KNew |
$2.01M - $2.23M
|
12K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
11.8K+ 2.82% |
$1.98M - $2.2M
|
430K
$78.8M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.8K+ 12.04% |
$1.98M - $2.19M
|
110K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.7K+ 19.81% |
$1.98M - $2.19M
|
71K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.6K+ 15.33% |
$1.95M - $2.16M
|
87.3K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.5K+ 28.8% |
$1.93M - $2.13M
|
51.2K
$9.4M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11.4K+ 3.32% |
$1.91M - $2.12M
|
354K
$64.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.3K+ 13.7% |
$1.91M - $2.11M
|
94K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 5.73% |
$1.9M - $2.11M
|
209K
$38.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11K+ 30.11% |
$1.86M - $2.06M
|
47.7K
$8.75M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 5.39% |
$1.85M - $2.05M
|
215K
$39.5M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
11K+ 1.48% |
$1.85M - $2.05M
|
755K
$139M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
10.8K+ 18.2% |
$1.82M - $2.02M
|
70.5K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8K+ 18.92% |
$1.82M - $2.01M
|
67.9K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
10.4K+ 19.03% |
$1.75M - $1.94M
|
65.2K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$1.73M - $1.91M
|
10.3K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.98K+ 578.94% |
$1.68M - $1.86M
|
11.7K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.88K+ 14.4% |
$1.66M - $1.84M
|
78.5K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.84K+ 8.62% |
$1.65M - $1.83M
|
124K
$22.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.84K+ 13.94% |
$1.65M - $1.83M
|
80.4K
$14.7M
|