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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
45K+ 1.5% |
$8.59M - $8.95M
|
3.05M
$593M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.1KNew |
$2.12M - $2.21M
|
11.1K
$2.16M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11K+ 187.13% |
$2.11M - $2.2M
|
17K
$3.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.88K+ 2.64% |
$1.12M - $1.17M
|
229K
$44.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.24K+ 3.05% |
$428K - $447K
|
75.7K
$14.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 6.68% |
$401K - $418K
|
33.5K
$6.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.58K+ 4.52% |
$301K - $314K
|
36.4K
$7.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.28K+ 3.07% |
$245K - $255K
|
43.1K
$8.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$240K - $250K
|
1.26K
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.14K+ 29.64% |
$219K - $228K
|
5K
$973K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.11KNew |
$211K - $220K
|
1.11K
$215K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 0.3% |
$196K - $205K
|
345K
$67M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
540+ 8.6% |
$103K - $108K
|
6.82K
$1.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
197New |
$37.6K - $39.2K
|
197
$38.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
194+ 8.09% |
$37.1K - $38.6K
|
2.59K
$504K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
188+ 6.09% |
$35.9K - $37.4K
|
3.28K
$637K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
180+ 3.26% |
$34.4K - $35.9K
|
5.7K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
138+ 2.66% |
$26.4K - $27.5K
|
5.32K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
132+ 0.48% |
$25.2K - $26.3K
|
27.8K
$5.41M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
100+ 9.17% |
$19.1K - $19.9K
|
1.19K
$232K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 3.5% |
$11.1K - $11.6K
|
1.72K
$334K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
52+ 17.81% |
$9.93K - $10.4K
|
344
$66.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 1.88% |
$7.83K - $8.17K
|
2.22K
$431K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11+ 0.33% |
$2.1K - $2.19K
|
3.36K
$653K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
965K+ 99.71% |
$176M - $188M
|
1.93M
$376M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
595K+ 132.36% |
$108M - $116M
|
1.04M
$203M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
333K+ 274.79% |
$60.7M - $64.8M
|
454K
$88.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
215KNew |
$39.1M - $41.7M
|
215K
$41.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
205K+ 60.12% |
$37.3M - $39.8M
|
545K
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
190K+ 59.39% |
$34.7M - $37M
|
511K
$99.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
189K+ 43.34% |
$34.4M - $36.7M
|
625K
$121M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
157KNew |
$28.7M - $30.6M
|
157K
$30.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
147K+ 66.43% |
$26.8M - $28.6M
|
369K
$71.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
134K+ 846.06% |
$24.4M - $26M
|
150K
$29.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
125K+ 5.01% |
$22.9M - $24.4M
|
2.63M
$511M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$19.2M - $20.5M
|
106K
$20.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
98.5K+ 12.59% |
$18M - $19.2M
|
881K
$171M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
90.2K+ 18.34% |
$16.4M - $17.5M
|
582K
$113M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.4K+ 2329.45% |
$15.9M - $17M
|
91.2K
$17.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.2K+ 178.51% |
$14.3M - $15.2M
|
122K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
77.6K+ 211.44% |
$14.2M - $15.1M
|
114K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77K+ 13.79% |
$14M - $15M
|
636K
$124M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77K+ 2.89% |
$14M - $15M
|
2.74M
$532M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
69.4K+ 46.06% |
$12.7M - $13.5M
|
220K
$42.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
67.5K+ 4.19% |
$12.3M - $13.1M
|
1.68M
$326M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.2K+ 3.14% |
$11.3M - $12.1M
|
2.04M
$397M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60.4K+ 82.48% |
$11M - $11.8M
|
134K
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
51KNew |
$9.3M - $9.92M
|
51K
$9.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
44.7K+ 65.05% |
$8.15M - $8.7M
|
113K
$22.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 14.49% |
$7.59M - $8.1M
|
329K
$64M
|
|