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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.04K+ 60.12% |
$1.07M - $1.29M
|
18.7K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7K+ 6.42% |
$1.07M - $1.28M
|
116K
$22.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.45K+ 395.4% |
$982K - $1.18M
|
8.08K
$1.57M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.99K+ 2.69% |
$913K - $1.1M
|
229K
$44.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.22KNew |
$643K - $772K
|
4.22K
$820K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.77K+ 5.45% |
$575K - $690K
|
73K
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.7KNew |
$564K - $676K
|
3.7K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.48K+ 18.64% |
$531K - $637K
|
22.2K
$4.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.49KNew |
$380K - $455K
|
2.49K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11K+ 15.18% |
$322K - $386K
|
16K
$3.11M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.1K+ 8.0% |
$319K - $383K
|
28.3K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
2KNew |
$305K - $366K
|
2K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.84KNew |
$281K - $337K
|
1.84K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.76KNew |
$267K - $321K
|
1.76K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.73KNew |
$264K - $317K
|
1.73K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.72K+ 37.32% |
$262K - $315K
|
6.33K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$261K - $313K
|
1.71K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.62K+ 324.65% |
$247K - $296K
|
2.12K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 38.57% |
$240K - $287K
|
5.65K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.45KNew |
$221K - $265K
|
1.45K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.4KNew |
$213K - $256K
|
1.4K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.38KNew |
$210K - $252K
|
1.38K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 2.43% |
$193K - $232K
|
53.6K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.27KNew |
$193K - $231K
|
1.27K
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.24KNew |
$189K - $227K
|
1.24K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.22KNew |
$186K - $223K
|
1.22K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.2KNew |
$183K - $219K
|
1.2K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
1.19KNew |
$181K - $217K
|
1.19K
$231K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.18K+ 6.64% |
$180K - $216K
|
19K
$3.69M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.17KNew |
$178K - $214K
|
1.17K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.16KNew |
$177K - $213K
|
1.16K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.16KNew |
$176K - $211K
|
1.16K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.15KNew |
$176K - $211K
|
1.15K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.15KNew |
$176K - $211K
|
1.15K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.11KNew |
$169K - $203K
|
1.11K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
952+ 72.95% |
$145K - $174K
|
2.26K
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
943+ 4.97% |
$144K - $172K
|
19.9K
$3.87M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
935+ 3.31% |
$143K - $171K
|
29.2K
$5.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
828+ 10.54% |
$126K - $151K
|
8.69K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
824+ 7.95% |
$126K - $151K
|
11.2K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
801+ 0.73% |
$122K - $146K
|
110K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
694+ 12.74% |
$106K - $127K
|
6.14K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
685+ 9.11% |
$104K - $125K
|
8.21K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
677+ 12.53% |
$103K - $124K
|
6.08K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
676New |
$103K - $124K
|
676
$131K
|
|