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 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
586+ 25.24% |
$95.3K - $105K
|
2.91K
$530K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
582+ 23.46% |
$94.7K - $104K
|
3.06K
$558K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
581+ 5.11% |
$94.5K - $104K
|
11.9K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
574New |
$93.4K - $103K
|
574
$105K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
547+ 2.07% |
$89K - $98.1K
|
26.9K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
545+ 1.38% |
$88.6K - $97.7K
|
40K
$7.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
541+ 56.59% |
$88K - $97K
|
1.5K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
538+ 0.67% |
$87.5K - $96.5K
|
80.8K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
536+ 24.88% |
$87.2K - $96.1K
|
2.69K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
534+ 17.35% |
$86.8K - $95.7K
|
3.61K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
528New |
$85.9K - $94.7K
|
528
$96.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
524+ 31.57% |
$85.2K - $94K
|
2.18K
$398K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
517New |
$84.1K - $92.7K
|
517
$94.2K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
511+ 14.66% |
$83.1K - $91.6K
|
4K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$82.1K - $90.5K
|
505
$92K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
493+ 2.63% |
$80.2K - $88.4K
|
19.2K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
483+ 21.8% |
$78.6K - $86.6K
|
2.7K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
481+ 13.14% |
$78.2K - $86.2K
|
4.14K
$754K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
478+ 2.92% |
$77.7K - $85.7K
|
16.8K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
474+ 38.07% |
$77.1K - $85K
|
1.72K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
469+ 21.39% |
$76.3K - $84.1K
|
2.66K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
461+ 8.48% |
$75K - $82.7K
|
5.9K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
446+ 16.64% |
$72.5K - $80K
|
3.13K
$570K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
445+ 13.43% |
$72.4K - $79.8K
|
3.76K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
443+ 0.43% |
$72K - $79.4K
|
104K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
442+ 8.88% |
$71.9K - $79.3K
|
5.42K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
442+ 2.32% |
$71.9K - $79.3K
|
19.5K
$3.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
440+ 3.17% |
$71.6K - $78.9K
|
14.3K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
435+ 1.15% |
$70.7K - $78K
|
38.2K
$6.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
426New |
$69.3K - $76.4K
|
426
$77.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
418+ 7.25% |
$68K - $74.9K
|
6.19K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
402+ 3.24% |
$65.4K - $72.1K
|
12.8K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
400New |
$65.1K - $71.7K
|
400
$72.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
399+ 4.9% |
$64.9K - $71.5K
|
8.54K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
395+ 1.6% |
$64.2K - $70.8K
|
25.1K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
392+ 19.91% |
$63.8K - $70.3K
|
2.36K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
390+ 20.91% |
$63.4K - $69.9K
|
2.26K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
384+ 1.68% |
$62.5K - $68.9K
|
23.3K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
380+ 98.7% |
$61.8K - $68.1K
|
765
$139K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
380+ 4.98% |
$61.8K - $68.1K
|
8.01K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
377+ 20.75% |
$61.3K - $67.6K
|
2.19K
$400K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
371+ 3.09% |
$60.3K - $66.5K
|
12.4K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
370+ 8.95% |
$60.2K - $66.3K
|
4.5K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
370New |
$60.2K - $66.3K
|
370
$67.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
365+ 1.3% |
$59.4K - $65.4K
|
28.5K
$5.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
360New |
$58.6K - $64.5K
|
360
$65.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
358+ 28.94% |
$58.2K - $64.2K
|
1.6K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
356+ 5.98% |
$57.9K - $63.8K
|
6.31K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
354+ 1.92% |
$57.6K - $63.5K
|
18.8K
$3.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
350+ 4.55% |
$56.9K - $62.8K
|
8.05K
$1.47M
|