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 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 16.19% |
$139K - $154K
|
8.2K
$1.35M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
929New |
$113K - $125K
|
929
$153K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
583New |
$71.1K - $78.6K
|
583
$95.9K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
554+ 14.71% |
$67.6K - $74.7K
|
4.32K
$711K
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
279+ 7.69% |
$34K - $37.6K
|
3.91K
$642K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
260New |
$31.7K - $35.1K
|
260
$42.8K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
254New |
$31K - $34.3K
|
254
$41.8K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
133+ 5.66% |
$16.2K - $17.9K
|
2.48K
$408K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
98+ 9.06% |
$12K - $13.2K
|
1.18K
$194K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
94+ 156.67% |
$11.5K - $12.7K
|
154
$25.3K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
67New |
$8.17K - $9.04K
|
67
$11K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
63New |
$7.68K - $8.5K
|
63
$10.4K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
45+ 1.73% |
$5.49K - $6.07K
|
2.65K
$435K
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
27+ 0.44% |
$3.29K - $3.64K
|
6.22K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19New |
$2.32K - $2.56K
|
19
$3.12K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
9New |
$1.1K - $1.21K
|
9
$1.48K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7New |
$854 - $944
|
7
$1.15K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2+ 0.11% |
$244 - $270
|
1.82K
$299K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.33% |
$122 - $135
|
305
$50.2K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.05MNew |
$119M - $133M
|
1.05M
$173M
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
361KNew |
$40.8M - $45.5M
|
361K
$59.3M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
13.2KNew |
$1.5M - $1.67M
|
13.2K
$2.18M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.08KNew |
$575K - $641K
|
5.08K
$835K
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.32KNew |
$262K - $292K
|
2.32K
$381K
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.66KNew |
$188K - $209K
|
1.66K
$273K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.02KNew |
$115K - $128K
|
1.02K
$167K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
152New |
$17.2K - $19.2K
|
152
$25K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
88New |
$9.96K - $11.1K
|
88
$14.5K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17New |
$1.92K - $2.15K
|
17
$2.8K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
11New |
$1.25K - $1.39K
|
11
$1.81K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8+ 800.0% |
$906 - $1.01K
|
9
$1.48K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$113 - $126
|
1
$164
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
140K+ 10.26% |
$14.5M - $17M
|
1.5M
$247M
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
22.8KNew |
$2.37M - $2.77M
|
22.8K
$3.76M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
18.3K+ 12.44% |
$1.9M - $2.22M
|
166K
$27.2M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
14.4KNew |
$1.49M - $1.74M
|
14.4K
$2.37M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 59.46% |
$1.23M - $1.44M
|
31.8K
$5.24M
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.42KNew |
$251K - $293K
|
2.42K
$397K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.8KNew |
$187K - $219K
|
1.8K
$297K
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 272.95% |
$183K - $214K
|
2.41K
$397K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
263New |
$27.3K - $31.9K
|
263
$43.2K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
256New |
$26.6K - $31K
|
256
$42.1K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
233New |
$24.2K - $28.2K
|
233
$38.3K
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
200New |
$20.8K - $24.2K
|
200
$32.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$20.8K - $24.2K
|
200
$32.9K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
168+ 13.41% |
$17.4K - $20.4K
|
1.42K
$234K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
124+ 4.62% |
$12.9K - $15K
|
2.81K
$461K
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
114New |
$11.8K - $13.8K
|
114
$18.7K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
60New |
$6.23K - $7.27K
|
60
$9.87K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50+ 27.62% |
$5.19K - $6.06K
|
231
$38K
|