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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
517New |
$91.2K - $96.6K
|
517
$100K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
458+ 4.34% |
$80.8K - $85.6K
|
11K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
412+ 15.56% |
$72.7K - $77K
|
3.06K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
363+ 10.55% |
$64K - $67.8K
|
3.8K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
286New |
$50.5K - $53.5K
|
286
$55.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
284+ 1014.29% |
$50.1K - $53.1K
|
312
$60.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
252+ 16.07% |
$44.5K - $47.1K
|
1.82K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
241New |
$42.5K - $45K
|
241
$46.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$35.3K - $37.4K
|
200
$38.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
177New |
$31.2K - $33.1K
|
177
$34.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
163New |
$28.8K - $30.5K
|
163
$31.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
163+ 8.35% |
$28.8K - $30.5K
|
2.11K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
133+ 8.48% |
$23.5K - $24.9K
|
1.7K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133New |
$23.5K - $24.9K
|
133
$25.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
127New |
$22.4K - $23.7K
|
127
$24.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
112New |
$19.8K - $20.9K
|
112
$21.8K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
109+ 908.33% |
$19.2K - $20.4K
|
121
$23.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
83New |
$14.6K - $15.5K
|
83
$16.1K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
77New |
$13.6K - $14.4K
|
77
$15K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75New |
$13.2K - $14K
|
75
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
68+ 1.69% |
$12K - $12.7K
|
4.1K
$796K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
52New |
$9.17K - $9.72K
|
52
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 18.83% |
$7.94K - $8.41K
|
284
$55.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
44New |
$7.76K - $8.22K
|
44
$8.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
44New |
$7.76K - $8.22K
|
44
$8.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
36New |
$6.35K - $6.73K
|
36
$7K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28New |
$4.94K - $5.23K
|
28
$5.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 2.47% |
$4.94K - $5.23K
|
1.16K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
24New |
$4.23K - $4.49K
|
24
$4.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
21New |
$3.7K - $3.93K
|
21
$4.08K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
10New |
$1.76K - $1.87K
|
10
$1.94K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$176 - $187
|
1.13K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.01% |
$176 - $187
|
9.77K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.08% |
$176 - $187
|
1.24K
$240K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
129KNew |
$20.9M - $23.1M
|
129K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.9K+ 11.05% |
$5.99M - $6.61M
|
370K
$72M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
36.4KNew |
$5.91M - $6.52M
|
36.4K
$7.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 4.09% |
$5.78M - $6.37M
|
905K
$176M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 1.53% |
$2.34M - $2.58M
|
954K
$185M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
13.2KNew |
$2.15M - $2.37M
|
13.2K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
13.2KNew |
$2.15M - $2.37M
|
13.2K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10.6KNew |
$1.73M - $1.9M
|
10.6K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.85KNew |
$1.11M - $1.23M
|
6.85K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.19K+ 18.88% |
$843K - $930K
|
32.6K
$6.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.63K+ 2.88% |
$752K - $829K
|
166K
$32.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.06KNew |
$497K - $548K
|
3.06K
$594K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.85K+ 5.22% |
$464K - $512K
|
57.5K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.77KNew |
$450K - $496K
|
2.77K
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.89KNew |
$307K - $338K
|
1.89K
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.87K+ 13.32% |
$304K - $335K
|
15.9K
$3.09M
|
|