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 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
280+ 5.08% |
$51.1K - $54.5K
|
5.79K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
274+ 23.93% |
$50K - $53.3K
|
1.42K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
272+ 0.75% |
$49.6K - $52.9K
|
36.6K
$7.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
272+ 6.62% |
$49.6K - $52.9K
|
4.38K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
267+ 281.05% |
$48.7K - $51.9K
|
362
$70.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
265+ 16.55% |
$48.3K - $51.5K
|
1.87K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
261+ 46.03% |
$47.6K - $50.8K
|
828
$161K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
257New |
$46.9K - $50K
|
257
$50K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
250+ 1.78% |
$45.6K - $48.6K
|
14.3K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
247+ 0.61% |
$45K - $48K
|
40.9K
$7.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246+ 1.1% |
$44.9K - $47.8K
|
22.6K
$4.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
246New |
$44.9K - $47.8K
|
246
$47.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 18.17% |
$44.1K - $47.1K
|
1.57K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
227+ 0.78% |
$41.4K - $44.2K
|
29.5K
$5.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
226+ 1.54% |
$41.2K - $44K
|
14.9K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
220+ 1.14% |
$40.1K - $42.8K
|
19.5K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
215+ 14.96% |
$39.2K - $41.8K
|
1.65K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
211+ 0.31% |
$38.5K - $41K
|
68.1K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
211+ 0.87% |
$38.5K - $41K
|
24.4K
$4.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
210New |
$38.3K - $40.8K
|
210
$40.8K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
209+ 6.22% |
$38.1K - $40.7K
|
3.57K
$694K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
209+ 0.38% |
$38.1K - $40.7K
|
54.7K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
200+ 9.28% |
$36.5K - $38.9K
|
2.36K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
200New |
$36.5K - $38.9K
|
200
$38.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
200+ 1.28% |
$36.5K - $38.9K
|
15.8K
$3.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
198+ 2.38% |
$36.1K - $38.5K
|
8.52K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
195+ 6.76% |
$35.6K - $37.9K
|
3.08K
$599K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
190+ 1.26% |
$34.6K - $37K
|
15.2K
$2.96M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
185New |
$33.7K - $36K
|
185
$36K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
183+ 1.51% |
$33.4K - $35.6K
|
12.3K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
183+ 3.61% |
$33.4K - $35.6K
|
5.25K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
182+ 0.11% |
$33.2K - $35.4K
|
165K
$32.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
178+ 6.74% |
$32.5K - $34.6K
|
2.82K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
167+ 7.28% |
$30.4K - $32.5K
|
2.46K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
165+ 57.69% |
$30.1K - $32.1K
|
451
$87.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
161+ 5.47% |
$29.4K - $31.3K
|
3.1K
$603K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
150+ 11.58% |
$27.3K - $29.2K
|
1.45K
$281K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
149+ 5.2% |
$27.2K - $29K
|
3.01K
$585K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
147+ 1.24% |
$26.8K - $28.6K
|
12K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
144+ 2.05% |
$26.3K - $28K
|
7.17K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
144New |
$26.3K - $28K
|
144
$28K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
138+ 0.13% |
$25.2K - $26.8K
|
106K
$20.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
137+ 7.31% |
$25K - $26.6K
|
2.01K
$391K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
135+ 2.2% |
$24.6K - $26.3K
|
6.28K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
133+ 2.2% |
$24.2K - $25.9K
|
6.18K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
132+ 4.5% |
$24.1K - $25.7K
|
3.07K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
130New |
$23.7K - $25.3K
|
130
$25.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
130+ 2.44% |
$23.7K - $25.3K
|
5.46K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
129+ 36.86% |
$23.5K - $25.1K
|
479
$93.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
129+ 1.6% |
$23.5K - $25.1K
|
8.17K
$1.59M
|
|