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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.89K+ 16.18% |
$1.5M - $1.66M
|
63.9K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.61K+ 3.27% |
$1.45M - $1.6M
|
272K
$49.9M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.58K+ 23.55% |
$1.44M - $1.6M
|
45K
$8.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.41K+ 99.07% |
$1.41M - $1.57M
|
16.9K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
8.19K+ 5.79% |
$1.38M - $1.53M
|
150K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.14K+ 8.11% |
$1.37M - $1.52M
|
109K
$19.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.07K+ 100.0% |
$1.36M - $1.5M
|
16.1K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.98K+ 9.95% |
$1.34M - $1.49M
|
88.2K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.91K+ 25.44% |
$1.33M - $1.47M
|
39K
$7.15M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.85K+ 1.5% |
$1.32M - $1.46M
|
532K
$97.5M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.77K+ 2.12% |
$1.31M - $1.45M
|
374K
$68.6M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.75K+ 11.46% |
$1.3M - $1.44M
|
75.4K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.66K+ 7.04% |
$1.29M - $1.43M
|
116K
$21.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.61K+ 25.77% |
$1.28M - $1.42M
|
37.1K
$6.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
7.31K+ 13.28% |
$1.23M - $1.36M
|
62.4K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.84K+ 137.41% |
$1.15M - $1.27M
|
11.8K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.82K+ 1.65% |
$1.15M - $1.27M
|
420K
$77M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.81K+ 21.43% |
$1.14M - $1.27M
|
38.6K
$7.08M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.77K+ 14.84% |
$1.14M - $1.26M
|
52.4K
$9.61M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.73K+ 4.02% |
$1.13M - $1.25M
|
174K
$31.9M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
6.73K+ 5.02% |
$1.13M - $1.25M
|
141K
$25.9M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.72K+ 16.14% |
$1.13M - $1.25M
|
48.4K
$8.87M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.37KNew |
$1.07M - $1.19M
|
6.37K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.15K+ 45.47% |
$1.03M - $1.15M
|
19.7K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.06K+ 11.18% |
$1.02M - $1.13M
|
60.3K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.05K+ 52.9% |
$1.02M - $1.13M
|
17.5K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02K+ 4.62% |
$1.01M - $1.12M
|
136K
$25M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.99K+ 73.4% |
$1.01M - $1.12M
|
14.2K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.98K+ 9.61% |
$1.01M - $1.11M
|
68.2K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.95K+ 9.98% |
$1M - $1.11M
|
65.6K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.74KNew |
$965K - $1.07M
|
5.74K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.59K+ 42.66% |
$940K - $1.04M
|
18.7K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.48K+ 14.77% |
$922K - $1.02M
|
42.6K
$7.81M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.36K+ 7.58% |
$902K - $998K
|
76.1K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
5.35K+ 11.93% |
$899K - $995K
|
50.1K
$9.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
5.32KNew |
$895K - $991K
|
5.32K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.29KNew |
$890K - $985K
|
5.29K
$971K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.23K+ 1.56% |
$879K - $974K
|
341K
$62.5M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.19K+ 39.29% |
$872K - $966K
|
18.4K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.14KNew |
$865K - $958K
|
5.14K
$943K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.12K+ 7.03% |
$861K - $953K
|
78K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.08K+ 4.94% |
$854K - $945K
|
108K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.07K+ 54.18% |
$853K - $945K
|
14.4K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
5.03K+ 27.81% |
$847K - $937K
|
23.1K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.02K+ 11.76% |
$845K - $936K
|
47.7K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.99K+ 38.96% |
$839K - $930K
|
17.8K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.9K+ 8.24% |
$823K - $912K
|
64.3K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.71K+ 3.65% |
$792K - $877K
|
134K
$24.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.7K+ 21.26% |
$790K - $875K
|
26.8K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 60.07% |
$787K - $872K
|
12.5K
$2.29M
|