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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
194+ 8.09% |
$37.1K - $38.6K
|
2.59K
$504K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
188+ 6.09% |
$35.9K - $37.4K
|
3.28K
$637K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
180+ 3.26% |
$34.4K - $35.9K
|
5.7K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
164+ 75.93% |
$31.3K - $32.7K
|
380
$73.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
142+ 4.32% |
$27.1K - $28.3K
|
3.43K
$667K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
138+ 2.66% |
$26.4K - $27.5K
|
5.32K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
132+ 0.48% |
$25.2K - $26.3K
|
27.8K
$5.41M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
100+ 9.17% |
$19.1K - $19.9K
|
1.19K
$232K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
95+ 3.41% |
$18.1K - $18.9K
|
2.88K
$559K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 3.5% |
$11.1K - $11.6K
|
1.72K
$334K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
52+ 17.81% |
$9.93K - $10.4K
|
344
$66.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 1.88% |
$7.83K - $8.17K
|
2.22K
$431K
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
25+ 0.46% |
$4.78K - $4.98K
|
5.43K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
24+ 0.56% |
$4.58K - $4.78K
|
4.3K
$835K
|
|
|
Jan 15, 2026
Q4 2025
|
Gfg Capital, LLC
|
BUY
|
- |
18+ 1.25% |
$3.44K - $3.59K
|
1.46K
$284K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.02% |
$3.25K - $3.39K
|
110K
$21.4M
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
13+ 0.32% |
$2.48K - $2.59K
|
4.04K
$784K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12+ 0.96% |
$2.29K - $2.39K
|
1.26K
$245K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11+ 0.33% |
$2.1K - $2.19K
|
3.36K
$653K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7+ 0.6% |
$1.34K - $1.39K
|
1.18K
$230K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4+ 0.21% |
$764 - $797
|
1.88K
$365K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.53% |
$382 - $398
|
381
$74.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$191 - $199
|
4.27K
$830K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
965K+ 99.71% |
$176M - $188M
|
1.93M
$376M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
595K+ 132.36% |
$108M - $116M
|
1.04M
$203M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
333K+ 274.79% |
$60.7M - $64.8M
|
454K
$88.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
215KNew |
$39.1M - $41.7M
|
215K
$41.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
205K+ 60.12% |
$37.3M - $39.8M
|
545K
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
190K+ 59.39% |
$34.7M - $37M
|
511K
$99.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
189K+ 43.34% |
$34.4M - $36.7M
|
625K
$121M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
157KNew |
$28.7M - $30.6M
|
157K
$30.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
147K+ 66.43% |
$26.8M - $28.6M
|
369K
$71.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
134K+ 846.06% |
$24.4M - $26M
|
150K
$29.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
125K+ 5.01% |
$22.9M - $24.4M
|
2.63M
$511M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
106KNew |
$19.2M - $20.5M
|
106K
$20.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
98.5K+ 12.59% |
$18M - $19.2M
|
881K
$171M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
90.2K+ 18.34% |
$16.4M - $17.5M
|
582K
$113M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.4K+ 2329.45% |
$15.9M - $17M
|
91.2K
$17.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.2K+ 178.51% |
$14.3M - $15.2M
|
122K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
77.6K+ 211.44% |
$14.2M - $15.1M
|
114K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77K+ 13.79% |
$14M - $15M
|
636K
$124M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77K+ 2.89% |
$14M - $15M
|
2.74M
$532M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
69.4K+ 46.06% |
$12.7M - $13.5M
|
220K
$42.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
67.5K+ 4.19% |
$12.3M - $13.1M
|
1.68M
$326M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.2K+ 3.14% |
$11.3M - $12.1M
|
2.04M
$397M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60.4K+ 82.48% |
$11M - $11.8M
|
134K
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
51KNew |
$9.3M - $9.92M
|
51K
$9.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
44.7K+ 65.05% |
$8.15M - $8.7M
|
113K
$22.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 14.49% |
$7.59M - $8.1M
|
329K
$64M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.9K+ 15.89% |
$7.28M - $7.76M
|
291K
$56.6M
|
|