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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$188K - $207K
|
1.16K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$188K - $207K
|
1.16K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.14K+ 8.8% |
$186K - $205K
|
14.1K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.14KNew |
$186K - $205K
|
1.14K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.14K+ 87.5% |
$186K - $205K
|
2.45K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.13K+ 258.09% |
$184K - $203K
|
1.57K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.13K+ 5.3% |
$184K - $203K
|
22.5K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.13KNew |
$183K - $202K
|
1.13K
$204K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.12K+ 9.26% |
$183K - $201K
|
13.2K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.12K+ 0.23% |
$182K - $201K
|
495K
$89.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1.12KNew |
$181K - $200K
|
1.12K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.11K+ 106.72% |
$181K - $199K
|
2.15K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 0.62% |
$179K - $197K
|
180K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.1K+ 13.5% |
$178K - $196K
|
9.21K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.08K+ 0.17% |
$176K - $194K
|
643K
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$174K - $192K
|
1.07K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.06K+ 54.66% |
$172K - $189K
|
2.99K
$540K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 89.54% |
$171K - $189K
|
2.23K
$403K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 1.61% |
$169K - $187K
|
65.9K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 2.29% |
$167K - $184K
|
45.8K
$8.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 2.53% |
$166K - $183K
|
41.2K
$7.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$166K - $183K
|
71.2K
$12.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.01K+ 19.48% |
$164K - $181K
|
6.2K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.01K+ 0.78% |
$164K - $181K
|
131K
$23.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1K+ 27.54% |
$163K - $179K
|
4.63K
$838K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
985+ 26.03% |
$160K - $177K
|
4.77K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
980+ 7.01% |
$159K - $176K
|
15K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
975+ 1.8% |
$159K - $175K
|
55.2K
$9.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
969+ 4.65% |
$158K - $174K
|
21.8K
$3.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
966+ 19.21% |
$157K - $173K
|
6K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
964New |
$157K - $173K
|
964
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
951+ 27.23% |
$155K - $171K
|
4.44K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
932+ 1.74% |
$152K - $167K
|
54.6K
$9.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
913+ 0.56% |
$148K - $164K
|
163K
$29.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
910+ 1.68% |
$148K - $163K
|
55.2K
$9.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
909+ 0.47% |
$148K - $163K
|
195K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
904+ 9.97% |
$147K - $162K
|
9.97K
$1.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
902+ 1.95% |
$147K - $162K
|
47.2K
$8.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
878+ 1.85% |
$143K - $157K
|
48.3K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
871+ 3.06% |
$142K - $156K
|
29.3K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
870New |
$141K - $156K
|
870
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
870+ 6.18% |
$141K - $156K
|
14.9K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
868+ 38.41% |
$141K - $156K
|
3.13K
$566K
|