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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.73KNew |
$680K - $725K
|
3.73K
$725K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.67K+ 1.55% |
$670K - $714K
|
241K
$46.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
3.56KNew |
$649K - $693K
|
3.56K
$692K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.55KNew |
$647K - $690K
|
3.55K
$690K
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
3.51K+ 15.26% |
$640K - $683K
|
26.5K
$5.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.5KNew |
$638K - $681K
|
3.5K
$680K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 8.28% |
$619K - $660K
|
44.4K
$8.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.38K+ 2.4% |
$617K - $658K
|
144K
$28.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.37K+ 8.71% |
$614K - $655K
|
42K
$8.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.36K+ 0.71% |
$613K - $654K
|
477K
$92.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36K+ 2239.33% |
$612K - $653K
|
3.51K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.33K+ 12.03% |
$607K - $648K
|
31K
$6.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.32K+ 49.53% |
$605K - $646K
|
10K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.29K+ 19.62% |
$600K - $640K
|
20.1K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
3.25K+ 0.42% |
$593K - $633K
|
779K
$151M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.24K+ 79.47% |
$591K - $631K
|
7.33K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.23K+ 15.37% |
$589K - $628K
|
24.3K
$4.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 5.13% |
$583K - $622K
|
65.6K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.19K+ 6.93% |
$582K - $620K
|
49.2K
$9.57M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.18K+ 46.4% |
$580K - $619K
|
10K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.14K+ 69.44% |
$572K - $610K
|
7.65K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.1KNew |
$566K - $604K
|
3.1K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.09K+ 122.0% |
$563K - $601K
|
5.62K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.06K+ 3.97% |
$558K - $595K
|
80.3K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.97K+ 2.66% |
$542K - $578K
|
115K
$22.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.97K+ 0.7% |
$542K - $578K
|
428K
$83.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.96K+ 97.11% |
$540K - $576K
|
6.01K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.96K+ 0.54% |
$539K - $575K
|
554K
$108M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.9K+ 1.81% |
$528K - $564K
|
163K
$31.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.89KNew |
$527K - $562K
|
2.89K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.65K+ 12.02% |
$482K - $515K
|
24.7K
$4.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.6K+ 2.64% |
$474K - $506K
|
101K
$19.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.6KNew |
$474K - $505K
|
2.6K
$505K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.57K+ 82.5% |
$468K - $500K
|
5.68K
$1.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.53K+ 1.97% |
$462K - $493K
|
131K
$25.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.48KNew |
$452K - $482K
|
2.48K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$430K - $459K
|
2.36K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.34K+ 49.6% |
$427K - $456K
|
7.07K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
2.33K+ 14.73% |
$424K - $453K
|
18.1K
$3.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.32K+ 0.83% |
$423K - $452K
|
281K
$54.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
2.26K+ 1.75% |
$412K - $439K
|
131K
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.25K+ 34.08% |
$410K - $437K
|
8.84K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.19K+ 9.25% |
$398K - $425K
|
25.8K
$5.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 5.64% |
$398K - $425K
|
40.9K
$7.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.18K+ 0.29% |
$397K - $423K
|
743K
$144M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.13K+ 2.38% |
$389K - $415K
|
91.8K
$17.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.1K+ 3.2% |
$384K - $409K
|
67.9K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.08K+ 1.84% |
$380K - $405K
|
115K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.07K+ 6.84% |
$378K - $403K
|
32.4K
$6.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.06K+ 8.33% |
$375K - $400K
|
26.7K
$5.2M
|
|