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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.9K+ 707.22% |
$7.09M - $7.57M
|
44.4K
$8.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.8K+ 3.77% |
$6.52M - $6.96M
|
986K
$192M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
35.8KNew |
$6.52M - $6.96M
|
35.8K
$6.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
35.1K+ 991.7% |
$6.4M - $6.83M
|
38.7K
$7.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8K+ 173.06% |
$6.34M - $6.76M
|
54.9K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
32K+ 105.96% |
$5.83M - $6.22M
|
62.2K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32K+ 5.78% |
$5.83M - $6.22M
|
585K
$114M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.3KNew |
$5.7M - $6.08M
|
31.3K
$6.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30.4KNew |
$5.55M - $5.92M
|
30.4K
$5.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.3K+ 2332.02% |
$5.52M - $5.89M
|
31.6K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ehrenkranz Partners L.P.
New York, NY |
BUY
|
- |
27.5KNew |
$5.01M - $5.35M
|
27.5K
$5.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 14.6% |
$4.85M - $5.17M
|
209K
$40.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 16.98% |
$4.83M - $5.15M
|
182K
$35.4M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
26K+ 11.8% |
$4.74M - $5.06M
|
246K
$47.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
25KNew |
$4.56M - $4.86M
|
25K
$4.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24.8KNew |
$4.52M - $4.82M
|
24.8K
$4.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.2K+ 17.8% |
$3.86M - $4.12M
|
140K
$27.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20K+ 3151.26% |
$3.64M - $3.89M
|
20.6K
$4.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.7K+ 7.87% |
$3.59M - $3.83M
|
270K
$52.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
19.2KNew |
$3.5M - $3.73M
|
19.2K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$3.5M - $3.73M
|
19.2K
$3.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
18.2K+ 23.74% |
$3.31M - $3.54M
|
94.8K
$18.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
17.5K+ 143.31% |
$3.19M - $3.4M
|
29.7K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.2K+ 54.58% |
$3.14M - $3.35M
|
48.8K
$9.5M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
17.1KNew |
$3.12M - $3.33M
|
17.1K
$3.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16.7K+ 12.24% |
$3.04M - $3.24M
|
153K
$29.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.9K+ 9.23% |
$2.89M - $3.09M
|
188K
$36.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 2.94% |
$2.87M - $3.06M
|
550K
$107M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.3K+ 85.48% |
$2.79M - $2.98M
|
33.2K
$6.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.9K+ 14.55% |
$2.71M - $2.89M
|
117K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.5K+ 7.44% |
$2.65M - $2.83M
|
210K
$40.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.4K+ 64.1% |
$2.63M - $2.81M
|
37K
$7.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.1K+ 256.43% |
$2.39M - $2.55M
|
18.2K
$3.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12.5KNew |
$2.27M - $2.42M
|
12.5K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
BUY
|
- |
12K+ 13.7% |
$2.19M - $2.34M
|
99.8K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
11.5K+ 8.56% |
$2.09M - $2.23M
|
146K
$28.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
11KNew |
$2.01M - $2.15M
|
11K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
11K+ 30.07% |
$2M - $2.14M
|
47.5K
$9.24M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.9K+ 127.52% |
$1.99M - $2.12M
|
19.5K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 1661.4% |
$1.95M - $2.08M
|
11.4K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
10.7KNew |
$1.95M - $2.08M
|
10.7K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
10.3KNew |
$1.88M - $2M
|
10.3K
$2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 13.15% |
$1.84M - $1.96M
|
86.8K
$16.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.76KNew |
$1.78M - $1.9M
|
9.76K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.52K+ 169.07% |
$1.74M - $1.85M
|
15.1K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.37K+ 22.22% |
$1.71M - $1.82M
|
51.5K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.86K+ 12.6% |
$1.62M - $1.72M
|
79.2K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.57K+ 6.91% |
$1.56M - $1.67M
|
133K
$25.8M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.51K+ 101.65% |
$1.55M - $1.66M
|
16.9K
$3.28M
|
|