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 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
13.6KNew |
$2.1M - $2.36M
|
13.6K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.4KNew |
$1.77M - $1.98M
|
11.4K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
8.14KNew |
$1.26M - $1.41M
|
8.14K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
6.23KNew |
$964K - $1.08M
|
6.23K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
6.14KNew |
$949K - $1.06M
|
6.14K
$992K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.1K+ 61.0% |
$943K - $1.06M
|
16.1K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.43KNew |
$530K - $594K
|
3.43K
$553K
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
2.99KNew |
$463K - $519K
|
2.99K
$483K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.97K+ 53.46% |
$459K - $515K
|
8.53K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.57K+ 29.46% |
$397K - $445K
|
11.3K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.02KNew |
$313K - $350K
|
2.02K
$327K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$311K - $348K
|
2.01K
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.55K+ 0.64% |
$239K - $268K
|
245K
$39.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.51KNew |
$234K - $262K
|
1.51K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.45KNew |
$224K - $251K
|
1.45K
$234K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38KNew |
$214K - $240K
|
1.38K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.36K+ 111.14% |
$210K - $235K
|
2.58K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
1.36KNew |
$210K - $235K
|
1.36K
$219K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.31KNew |
$202K - $227K
|
1.31K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$187K - $209K
|
1.21K
$195K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.18KNew |
$182K - $204K
|
1.18K
$190K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.14KNew |
$176K - $197K
|
1.14K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
947+ 3.23% |
$146K - $164K
|
30.3K
$4.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
902+ 22.25% |
$139K - $156K
|
4.96K
$800K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
855+ 78.15% |
$132K - $148K
|
1.95K
$315K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
633New |
$97.8K - $110K
|
633
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
466+ 456.86% |
$72K - $80.7K
|
568
$91.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
432+ 9.47% |
$66.8K - $74.8K
|
4.99K
$806K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
418New |
$64.6K - $72.4K
|
418
$67.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
380New |
$58.7K - $65.8K
|
380
$61.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
223New |
$34.5K - $38.6K
|
223
$36K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
182+ 1.07% |
$28.1K - $31.5K
|
17.3K
$2.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
182+ 0.16% |
$28.1K - $31.5K
|
112K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
113+ 4.59% |
$17.5K - $19.6K
|
2.58K
$416K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
110New |
$17K - $19.1K
|
110
$17.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
88+ 3.53% |
$13.6K - $15.2K
|
2.58K
$416K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
79+ 0.74% |
$12.2K - $13.7K
|
10.8K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
76+ 15.83% |
$11.7K - $13.2K
|
556
$89.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
74New |
$11.4K - $12.8K
|
74
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
73New |
$11.3K - $12.6K
|
73
$11.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
59New |
$9.12K - $10.2K
|
59
$9.52K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50New |
$7.73K - $8.66K
|
50
$8.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
43New |
$6.65K - $7.45K
|
43
$6.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35New |
$5.41K - $6.06K
|
35
$5.65K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23New |
$3.55K - $3.98K
|
23
$3.71K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
20New |
$3.09K - $3.46K
|
20
$3.23K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7New |
$1.08K - $1.21K
|
7
$1.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 13.33% |
$618 - $693
|
34
$5.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.13% |
$618 - $693
|
3.08K
$498K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
168K+ 53.57% |
$24.3M - $27.8M
|
482K
$77.9M
|
|