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 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
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
127+ 0.66% |
$23.2K - $24.7K
|
19.4K
$3.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
123+ 1.13% |
$22.4K - $23.9K
|
11K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
117New |
$21.3K - $22.8K
|
117
$22.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
116+ 7.26% |
$21.2K - $22.6K
|
1.71K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
115+ 40.35% |
$21K - $22.4K
|
400
$77.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
111New |
$20.2K - $21.6K
|
111
$21.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
111+ 1.22% |
$20.2K - $21.6K
|
9.18K
$1.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
108+ 6.28% |
$19.7K - $21K
|
1.83K
$355K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
107+ 0.65% |
$19.5K - $20.8K
|
16.6K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
105+ 2.79% |
$19.1K - $20.4K
|
3.86K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
104+ 2.57% |
$19K - $20.2K
|
4.15K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.58% |
$18.4K - $19.6K
|
17.5K
$3.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$18.2K - $19.5K
|
100
$19.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
100New |
$18.2K - $19.5K
|
100
$19.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
96+ 8.01% |
$17.5K - $18.7K
|
1.29K
$252K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 7.93% |
$17.3K - $18.5K
|
1.29K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
94+ 5.33% |
$17.1K - $18.3K
|
1.86K
$361K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92+ 2.75% |
$16.8K - $17.9K
|
3.44K
$668K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
91+ 5.0% |
$16.6K - $17.7K
|
1.91K
$371K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
87+ 1.84% |
$15.9K - $16.9K
|
4.82K
$937K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
86+ 5.52% |
$15.7K - $16.7K
|
1.64K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
84+ 3.75% |
$15.3K - $16.3K
|
2.33K
$452K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
84New |
$15.3K - $16.3K
|
84
$16.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
81+ 0.8% |
$14.8K - $15.8K
|
10.2K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
72+ 17.56% |
$13.1K - $14K
|
482
$93.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
72+ 4.9% |
$13.1K - $14K
|
1.54K
$300K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
71+ 9.52% |
$12.9K - $13.8K
|
817
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
70+ 1.51% |
$12.8K - $13.6K
|
4.71K
$916K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
69+ 1.21% |
$12.6K - $13.4K
|
5.76K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
68+ 26.88% |
$12.4K - $13.2K
|
321
$62.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
60+ 1.54% |
$10.9K - $11.7K
|
3.95K
$769K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.68% |
$10.9K - $11.7K
|
3.63K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
59+ 0.24% |
$10.8K - $11.5K
|
24.7K
$4.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
58+ 0.2% |
$10.6K - $11.3K
|
29.7K
$5.78M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
58+ 4.4% |
$10.6K - $11.3K
|
1.38K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52+ 0.4% |
$9.48K - $10.1K
|
13.1K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
51New |
$9.3K - $9.92K
|
51
$9.91K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
51+ 3.38% |
$9.3K - $9.92K
|
1.56K
$303K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
50+ 0.09% |
$9.12K - $9.73K
|
54.2K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50+ 5000.0% |
$9.12K - $9.73K
|
51
$9.91K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.34% |
$9.12K - $9.73K
|
14.6K
$2.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 0.19% |
$8.93K - $9.53K
|
25.6K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
48+ 3.91% |
$8.75K - $9.34K
|
1.28K
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
47+ 3.3% |
$8.57K - $9.14K
|
1.47K
$286K
|
|