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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
47+ 0.1% |
$8.57K - $9.14K
|
46.5K
$9.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 0.79% |
$8.02K - $8.56K
|
5.59K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
41+ 0.68% |
$7.48K - $7.97K
|
6.06K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
41New |
$7.48K - $7.97K
|
41
$7.97K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
41+ 4.21% |
$7.48K - $7.97K
|
1.02K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
40+ 0.73% |
$7.29K - $7.78K
|
5.54K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
34New |
$6.2K - $6.61K
|
34
$6.61K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 0.14% |
$6.2K - $6.61K
|
23.7K
$4.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 1.74% |
$5.83K - $6.22K
|
1.87K
$364K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
31+ 2.09% |
$5.65K - $6.03K
|
1.51K
$294K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
31+ 0.8% |
$5.65K - $6.03K
|
3.92K
$762K
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
30+ 2.48% |
$5.47K - $5.84K
|
1.24K
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
28+ 2.14% |
$5.11K - $5.45K
|
1.34K
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
27+ 0.48% |
$4.92K - $5.25K
|
5.67K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
27+ 1.05% |
$4.92K - $5.25K
|
2.59K
$503K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.28% |
$4.38K - $4.67K
|
8.6K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
23+ 0.23% |
$4.19K - $4.47K
|
10.1K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23+ 15.86% |
$4.19K - $4.47K
|
168
$32.7K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
21New |
$3.83K - $4.08K
|
21
$4.08K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
21+ 1.16% |
$3.83K - $4.08K
|
1.83K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 1.3% |
$3.65K - $3.89K
|
1.56K
$303K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
20+ 1.23% |
$3.65K - $3.89K
|
1.64K
$319K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
20+ 2.55% |
$3.65K - $3.89K
|
805
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19+ 0.44% |
$3.46K - $3.7K
|
4.37K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
19+ 21.84% |
$3.46K - $3.7K
|
106
$20.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
19+ 0.39% |
$3.46K - $3.7K
|
4.93K
$958K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
18New |
$3.28K - $3.5K
|
18
$3.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17+ 3.24% |
$3.1K - $3.31K
|
541
$105K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
17New |
$3.1K - $3.31K
|
17
$3.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.09% |
$3.1K - $3.31K
|
18.7K
$3.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16+ 0.2% |
$2.92K - $3.11K
|
8.15K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
16New |
$2.92K - $3.11K
|
16
$3.11K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 24.24% |
$2.92K - $3.11K
|
82
$15.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
15+ 0.17% |
$2.73K - $2.92K
|
8.63K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.15% |
$2.55K - $2.72K
|
9.35K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
14+ 1.67% |
$2.55K - $2.72K
|
851
$165K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.01% |
$2.55K - $2.72K
|
109K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.06% |
$2.37K - $2.53K
|
22.2K
$4.32M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 0.88% |
$2.19K - $2.33K
|
1.38K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.94% |
$2.19K - $2.33K
|
630
$122K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12+ 0.33% |
$2.19K - $2.33K
|
3.7K
$719K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.11% |
$2.01K - $2.14K
|
10K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11+ 0.46% |
$2.01K - $2.14K
|
2.39K
$464K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11+ 0.19% |
$2.01K - $2.14K
|
5.87K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10+ 0.18% |
$1.82K - $1.95K
|
5.72K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
9New |
$1.64K - $1.75K
|
9
$1.75K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
9+ 0.26% |
$1.64K - $1.75K
|
3.42K
$666K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8+ 0.2% |
$1.46K - $1.56K
|
3.93K
$764K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
7+ 0.21% |
$1.28K - $1.36K
|
3.37K
$654K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
7+ 0.19% |
$1.28K - $1.36K
|
3.7K
$718K
|
|