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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
107K+ 182.65% |
$18.8M - $20M
|
165K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 1.91% |
$17.7M - $18.7M
|
5.35M
$864M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
87.1K+ 6.73% |
$15.4M - $16.3M
|
1.38M
$223M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
84.9KNew |
$15M - $15.9M
|
84.9K
$13.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
76.9KNew |
$13.6M - $14.4M
|
76.9K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
76.2KNew |
$13.4M - $14.2M
|
76.2K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
75.9KNew |
$13.4M - $14.2M
|
75.9K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
74.3K+ 8823.04% |
$13.1M - $13.9M
|
75.1K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
70.9KNew |
$12.5M - $13.2M
|
70.9K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70.3K+ 17.78% |
$12.4M - $13.1M
|
465K
$75.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.8K+ 27.95% |
$12.1M - $12.9M
|
315K
$50.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
68.2K+ 12.83% |
$12M - $12.8M
|
600K
$96.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
65.7K+ 3208.84% |
$11.6M - $12.3M
|
67.7K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
64.8K+ 1.66% |
$11.4M - $12.1M
|
3.96M
$640M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
64.4K+ 5508.12% |
$11.4M - $12M
|
65.6K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.1K+ 51.95% |
$11M - $11.6M
|
182K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
61.5K+ 25.2% |
$10.8M - $11.5M
|
305K
$49.3M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
61.1KNew |
$10.8M - $11.4M
|
61.1K
$9.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60.9K+ 432.89% |
$10.7M - $11.4M
|
74.9K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
58.7KNew |
$10.3M - $11M
|
58.7K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58K+ 1.22% |
$10.2M - $10.8M
|
4.82M
$778M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.2K+ 3.17% |
$9.74M - $10.3M
|
1.8M
$291M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.9K+ 4.05% |
$9.69M - $10.3M
|
1.41M
$228M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
53.9K+ 2.3% |
$9.51M - $10.1M
|
2.4M
$387M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 4.08% |
$9.33M - $9.88M
|
1.35M
$218M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.4K+ 66.97% |
$9.24M - $9.79M
|
131K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
52.2K+ 230.22% |
$9.21M - $9.75M
|
74.8K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50.3K+ 43.68% |
$8.88M - $9.41M
|
166K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
48.1KNew |
$8.49M - $9M
|
48.1K
$7.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.1K+ 472.47% |
$8.3M - $8.8M
|
57K
$9.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
45.3K+ 65.18% |
$7.99M - $8.46M
|
115K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
44.8KNew |
$7.9M - $8.37M
|
44.8K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.3K+ 10.18% |
$7.65M - $8.1M
|
469K
$75.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.1K+ 25.92% |
$7.44M - $7.88M
|
205K
$33.1M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
41.8KNew |
$7.38M - $7.81M
|
41.8K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.5K+ 2.05% |
$7.15M - $7.57M
|
2.01M
$325M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
39.4KNew |
$6.96M - $7.37M
|
39.4K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
37.6K+ 10.03% |
$6.64M - $7.03M
|
413K
$66.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
36.7KNew |
$6.48M - $6.87M
|
36.7K
$5.93M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
36KNew |
$6.36M - $6.74M
|
36K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35.2K+ 440225.0% |
$6.21M - $6.58M
|
35.2K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
34.9KNew |
$6.16M - $6.52M
|
34.9K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
34.7KNew |
$6.13M - $6.49M
|
34.7K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
33.2K+ 26.63% |
$5.86M - $6.21M
|
158K
$25.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.6K+ 4.93% |
$5.75M - $6.09M
|
693K
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31.3K+ 114.68% |
$5.52M - $5.85M
|
58.6K
$9.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
31.3K+ 10.11% |
$5.51M - $5.84M
|
340K
$54.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30KNew |
$5.29M - $5.6M
|
30K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
29.7KNew |
$5.24M - $5.55M
|
29.7K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
29KNew |
$5.12M - $5.43M
|
29K
$4.69M
|