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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.63KNew |
$235K - $269K
|
1.63K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.53KNew |
$222K - $254K
|
1.53K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.46KNew |
$211K - $242K
|
1.46K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.27KNew |
$184K - $210K
|
1.27K
$247K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.24KNew |
$179K - $205K
|
1.24K
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 80.52% |
$165K - $189K
|
2.56K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
258+ 21.43% |
$37.3K - $42.7K
|
1.46K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
202New |
$29.2K - $33.4K
|
202
$39.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
187New |
$27K - $30.9K
|
187
$36.3K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
154New |
$22.3K - $25.5K
|
154
$29.9K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
142New |
$20.5K - $23.5K
|
142
$27.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100New |
$14.5K - $16.5K
|
100
$19.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
84+ 0.4% |
$12.1K - $13.9K
|
21K
$4.09M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
56New |
$8.1K - $9.26K
|
56
$10.9K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
48New |
$6.94K - $7.94K
|
48
$9.33K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
47New |
$6.8K - $7.78K
|
47
$9.14K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45+ 60.0% |
$6.51K - $7.44K
|
120
$23.3K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.71% |
$6.22K - $7.11K
|
6.11K
$1.19M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$4.34K - $4.96K
|
30
$5.83K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
28New |
$4.05K - $4.63K
|
28
$5.44K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
16New |
$2.31K - $2.65K
|
16
$3.11K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$1.45K - $1.65K
|
10
$1.94K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$723 - $827
|
5
$972
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$145 - $165
|
1
$194
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
221KNew |
$28.2M - $32.7M
|
221K
$43M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
84.6KNew |
$10.8M - $12.5M
|
84.6K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
72.7KNew |
$9.28M - $10.8M
|
72.7K
$14.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
61.7K+ 96.42% |
$7.88M - $9.13M
|
126K
$24.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
40.8K+ 9.13% |
$5.2M - $6.03M
|
487K
$94.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
34.1K+ 5.77% |
$4.36M - $5.05M
|
625K
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.72M - $2M
|
13.5K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.94K+ 142.75% |
$631K - $731K
|
8.4K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.78KNew |
$610K - $707K
|
4.78K
$928K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
4.61K+ 26.35% |
$589K - $683K
|
22.1K
$4.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.98KNew |
$507K - $588K
|
3.98K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.48KNew |
$444K - $514K
|
3.48K
$675K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.14K+ 12.07% |
$401K - $465K
|
29.2K
$5.67M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
3.02KNew |
$386K - $447K
|
3.02K
$588K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.65KNew |
$338K - $392K
|
2.65K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$331K - $384K
|
2.59K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2K+ 1.19% |
$255K - $296K
|
169K
$32.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.97K+ 18.68% |
$252K - $292K
|
12.5K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.96K+ 137.69% |
$250K - $290K
|
3.38K
$657K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.66KNew |
$211K - $245K
|
1.66K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
1.45KNew |
$184K - $214K
|
1.45K
$281K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.23KNew |
$157K - $182K
|
1.23K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1KNew |
$128K - $148K
|
1K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
900New |
$115K - $133K
|
900
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
701New |
$89.5K - $104K
|
701
$136K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
450+ 5.28% |
$57.4K - $66.6K
|
8.98K
$1.75M
|
|