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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
640+ 17.45% |
$97.5K - $117K
|
4.31K
$837K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
612New |
$93.3K - $112K
|
612
$119K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
544+ 12.87% |
$82.9K - $99.5K
|
4.77K
$927K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
532+ 2.07% |
$81.1K - $97.3K
|
26.2K
$5.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
418+ 13.41% |
$63.7K - $76.4K
|
3.54K
$687K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
400New |
$61K - $73.1K
|
400
$77.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
382New |
$58.2K - $69.8K
|
382
$74.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
330+ 13.72% |
$50.3K - $60.3K
|
2.74K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
327+ 15.03% |
$49.8K - $59.8K
|
2.5K
$487K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
232New |
$35.4K - $42.4K
|
232
$45.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
225+ 3.69% |
$34.3K - $41.1K
|
6.33K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
220+ 2.04% |
$33.5K - $40.2K
|
11K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
218New |
$33.2K - $39.9K
|
218
$42.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
211+ 1.76% |
$32.2K - $38.6K
|
12.2K
$2.37M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
208+ 1.35% |
$31.7K - $38K
|
15.6K
$3.04M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
197+ 12.89% |
$30K - $36K
|
1.73K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
194+ 35.21% |
$29.6K - $35.5K
|
745
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$27.7K - $33.3K
|
182
$35.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
160New |
$24.4K - $29.3K
|
160
$31.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
153+ 2.57% |
$23.3K - $28K
|
6.1K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
128New |
$19.5K - $23.4K
|
128
$24.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
120+ 8.96% |
$18.3K - $21.9K
|
1.46K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
117+ 6.87% |
$17.8K - $21.4K
|
1.82K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
116+ 7.2% |
$17.7K - $21.2K
|
1.73K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
98+ 24.87% |
$14.9K - $17.9K
|
492
$95.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
90New |
$13.7K - $16.5K
|
90
$17.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
75New |
$11.4K - $13.7K
|
75
$14.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$12.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$12.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
60+ 2.5% |
$9.15K - $11K
|
2.46K
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
51New |
$7.77K - $9.32K
|
51
$9.91K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$7.62K - $9.14K
|
50
$9.72K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
48New |
$7.32K - $8.78K
|
48
$9.33K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
40New |
$6.1K - $7.31K
|
40
$7.78K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
39+ 2.2% |
$5.94K - $7.13K
|
1.81K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35+ 28.69% |
$5.33K - $6.4K
|
157
$30.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
32+ 11.76% |
$4.88K - $5.85K
|
304
$59.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 3.17% |
$3.05K - $3.66K
|
651
$127K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 3.06% |
$2.13K - $2.56K
|
472
$91.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 9.49% |
$1.98K - $2.38K
|
150
$29.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 2.94% |
$1.22K - $1.46K
|
280
$54.4K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
8+ 0.13% |
$1.22K - $1.46K
|
6.23K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 0.12% |
$610 - $731
|
3.21K
$624K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.16% |
$152 - $183
|
621
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
175KNew |
$29.4M - $32.6M
|
175K
$34M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
77.2KNew |
$13M - $14.4M
|
77.2K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
42.5KNew |
$7.14M - $7.91M
|
42.5K
$8.25M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.2K+ 9359.03% |
$3.57M - $3.96M
|
21.5K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.9K+ 8.15% |
$3.52M - $3.9M
|
278K
$54M
|
|