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, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
904+ 9.97% |
$147K - $162K
|
9.97K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
902+ 1.95% |
$147K - $162K
|
47.2K
$8.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
878+ 1.85% |
$143K - $157K
|
48.3K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
871+ 3.06% |
$142K - $156K
|
29.3K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
870New |
$141K - $156K
|
870
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
870+ 6.18% |
$141K - $156K
|
14.9K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
868+ 38.41% |
$141K - $156K
|
3.13K
$570K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
868+ 21.3% |
$141K - $156K
|
4.94K
$901K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
866+ 1.7% |
$141K - $155K
|
51.8K
$9.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
862+ 3.93% |
$140K - $155K
|
22.8K
$4.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
857+ 3.74% |
$139K - $154K
|
23.8K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
856+ 15.58% |
$139K - $153K
|
6.35K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
847+ 21.78% |
$138K - $152K
|
4.74K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
844+ 134.61% |
$137K - $151K
|
1.47K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
837+ 65.39% |
$136K - $150K
|
2.12K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
835+ 0.27% |
$136K - $150K
|
309K
$56.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
835+ 3.79% |
$136K - $150K
|
22.9K
$4.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
814+ 5.08% |
$132K - $146K
|
16.8K
$3.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
812+ 796.08% |
$132K - $146K
|
914
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
801+ 2.57% |
$130K - $144K
|
32K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
792+ 1.62% |
$129K - $142K
|
49.8K
$9.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
786+ 36.46% |
$128K - $141K
|
2.94K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
776+ 20.56% |
$126K - $139K
|
4.55K
$829K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
768+ 4.69% |
$125K - $138K
|
17.2K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
746+ 2.47% |
$121K - $134K
|
30.9K
$5.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
746New |
$121K - $134K
|
746
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
727+ 25.52% |
$118K - $130K
|
3.58K
$651K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
725+ 34.05% |
$118K - $130K
|
2.85K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
719+ 2.57% |
$117K - $129K
|
28.7K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
718+ 2.06% |
$117K - $129K
|
35.6K
$6.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
718+ 8.3% |
$117K - $129K
|
9.37K
$1.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
717+ 0.78% |
$117K - $129K
|
93.1K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
708+ 202.87% |
$115K - $127K
|
1.06K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
698+ 40.42% |
$114K - $125K
|
2.43K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
693+ 5.03% |
$113K - $124K
|
14.5K
$2.64M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
688+ 12.06% |
$112K - $123K
|
6.4K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
682+ 5.52% |
$111K - $122K
|
13K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
674+ 7.35% |
$110K - $121K
|
9.85K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
668+ 33.22% |
$109K - $120K
|
2.68K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
667+ 18.79% |
$108K - $120K
|
4.22K
$768K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
666+ 23.55% |
$108K - $119K
|
3.49K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 1.88% |
$103K - $113K
|
34.3K
$6.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
633+ 27.52% |
$103K - $113K
|
2.93K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
618+ 6.57% |
$101K - $111K
|
10K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
614+ 3.49% |
$99.9K - $110K
|
18.2K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
610+ 5.92% |
$99.2K - $109K
|
10.9K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
607+ 3.15% |
$98.7K - $109K
|
19.9K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
597+ 0.84% |
$97.1K - $107K
|
71.9K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
595+ 14.26% |
$96.8K - $107K
|
4.77K
$868K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
590+ 15.3% |
$96K - $106K
|
4.45K
$810K
|