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 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
778K+ 78.96% |
$149M - $155M
|
1.76M
$343M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
45K+ 1.5% |
$8.59M - $8.95M
|
3.05M
$593M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
32.6K+ 2117.25% |
$6.24M - $6.5M
|
34.2K
$6.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
30.3KNew |
$5.79M - $6.03M
|
30.3K
$5.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22.8K+ 5.19% |
$4.36M - $4.55M
|
463K
$90.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
20.2KNew |
$3.86M - $4.03M
|
20.2K
$3.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
19K+ 2.72% |
$3.63M - $3.79M
|
720K
$140M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
14.7K+ 102.59% |
$2.8M - $2.92M
|
29K
$5.63M
|
|
|
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 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.79KNew |
$1.87M - $1.95M
|
9.79K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.88K+ 422.02% |
$1.7M - $1.77M
|
11K
$2.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.57K+ 58.3% |
$1.64M - $1.71M
|
23.3K
$4.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.2K+ 3.23% |
$1.37M - $1.43M
|
230K
$44.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
6.95K+ 3.53% |
$1.33M - $1.38M
|
204K
$39.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
6.79KNew |
$1.3M - $1.35M
|
6.79K
$1.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.88K+ 2.64% |
$1.12M - $1.17M
|
229K
$44.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.78K+ 26.19% |
$913K - $952K
|
23K
$4.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.57K+ 2.92% |
$682K - $711K
|
126K
$24.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 2.11% |
$596K - $621K
|
151K
$29.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.74K+ 2.62% |
$523K - $545K
|
107K
$20.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.58K+ 0.51% |
$493K - $514K
|
508K
$98.7M
|
|
|
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 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.72K+ 10.2% |
$329K - $343K
|
18.6K
$3.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.72K+ 2.5% |
$328K - $342K
|
70.4K
$13.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.65K+ 4.43% |
$315K - $329K
|
38.9K
$7.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.58K+ 4.52% |
$301K - $314K
|
36.4K
$7.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.53K+ 1.42% |
$292K - $305K
|
109K
$21.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.37KNew |
$261K - $272K
|
1.37K
$266K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.32KNew |
$252K - $263K
|
1.32K
$256K
|
|
|
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 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05K+ 1.95% |
$200K - $209K
|
54.7K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 0.3% |
$196K - $205K
|
345K
$67M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
929+ 0.89% |
$177K - $185K
|
105K
$20.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
924+ 4.93% |
$176K - $184K
|
19.7K
$3.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
792+ 4.15% |
$151K - $158K
|
19.9K
$3.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
787+ 1.6% |
$150K - $157K
|
50K
$9.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
742+ 44.81% |
$142K - $148K
|
2.4K
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
657+ 12.72% |
$125K - $131K
|
5.82K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
636+ 8.21% |
$121K - $127K
|
8.39K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
619+ 2.1% |
$118K - $123K
|
30.1K
$5.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
550+ 0.19% |
$105K - $110K
|
285K
$55.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
540+ 8.6% |
$103K - $108K
|
6.82K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
519+ 0.25% |
$99.1K - $103K
|
210K
$40.9M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
408+ 0.72% |
$77.9K - $81.3K
|
57K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
366+ 2.25% |
$69.9K - $72.9K
|
16.7K
$3.24M
|
|