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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
8.5K+ 25.77% |
$1.55M - $1.65M
|
41.5K
$8.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.37K+ 51.26% |
$1.53M - $1.63M
|
24.7K
$4.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
8.17K+ 11.68% |
$1.49M - $1.59M
|
78.1K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.03K+ 309.92% |
$1.46M - $1.56M
|
10.6K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.03K+ 26.28% |
$1.46M - $1.56M
|
38.6K
$7.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.67KNew |
$1.4M - $1.49M
|
7.67K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.51K+ 86.82% |
$1.37M - $1.46M
|
16.2K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
7.29K+ 4.76% |
$1.33M - $1.42M
|
160K
$31.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
7.18K+ 22.47% |
$1.31M - $1.4M
|
39.2K
$7.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
7.18KNew |
$1.31M - $1.4M
|
7.18K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.14K+ 112.71% |
$1.3M - $1.39M
|
13.5K
$2.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.92K+ 21.55% |
$1.26M - $1.34M
|
39K
$7.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.82K+ 81.48% |
$1.24M - $1.33M
|
15.2K
$2.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.53K+ 5.48% |
$1.19M - $1.27M
|
126K
$24.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.5K+ 1.13% |
$1.18M - $1.26M
|
583K
$113M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.43K+ 895.26% |
$1.17M - $1.25M
|
7.15K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.41K+ 1.35% |
$1.17M - $1.25M
|
481K
$93.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.21K+ 4.14% |
$1.13M - $1.21M
|
156K
$30.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.16K+ 14.66% |
$1.12M - $1.2M
|
48.1K
$9.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.1K+ 43.23% |
$1.11M - $1.19M
|
20.2K
$3.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
BUY
|
- |
5.77K+ 4.93% |
$1.05M - $1.12M
|
123K
$23.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.73K+ 4.58% |
$1.04M - $1.11M
|
131K
$25.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.56K+ 10100.0% |
$1.01M - $1.08M
|
5.61K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.54K+ 4.61% |
$1.01M - $1.08M
|
126K
$24.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.53K+ 100.77% |
$1.01M - $1.08M
|
11K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.24K+ 0.82% |
$955K - $1.02M
|
648K
$126M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.23KNew |
$953K - $1.02M
|
5.23K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.22K+ 34.83% |
$952K - $1.02M
|
20.2K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.21K+ 1.95% |
$950K - $1.01M
|
272K
$52.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.01K+ 7.67% |
$913K - $973K
|
70.2K
$13.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.8K+ 4.43% |
$876K - $934K
|
113K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.73K+ 60.72% |
$862K - $920K
|
12.5K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.66K+ 16.69% |
$849K - $906K
|
32.6K
$6.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.65KNew |
$848K - $905K
|
4.65K
$904K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.65KNew |
$847K - $904K
|
4.65K
$903K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.64K+ 109.6% |
$845K - $902K
|
8.87K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.63K+ 16.17% |
$843K - $900K
|
33.2K
$6.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$839K - $895K
|
4.6K
$894K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.56K+ 1.72% |
$831K - $887K
|
269K
$52.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.49K+ 51.55% |
$818K - $872K
|
13.2K
$2.56M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.39K+ 9.94% |
$800K - $854K
|
48.6K
$9.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
4.33KNew |
$789K - $841K
|
4.33K
$841K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
4.29KNew |
$783K - $835K
|
4.29K
$834K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.29K+ 118.14% |
$781K - $833K
|
7.91K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.1K+ 4.44% |
$748K - $797K
|
96.5K
$18.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.92K+ 1.13% |
$714K - $762K
|
350K
$67.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.9KNew |
$710K - $758K
|
3.9K
$757K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.73K+ 37.0% |
$680K - $726K
|
13.8K
$2.69M
|
|