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 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
791+ 4.82% |
$144K - $154K
|
17.2K
$3.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
785+ 1.68% |
$143K - $153K
|
47.4K
$9.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
761+ 46.29% |
$139K - $148K
|
2.41K
$467K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
757+ 47.67% |
$138K - $147K
|
2.35K
$456K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
754+ 43.09% |
$137K - $147K
|
2.5K
$487K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
753+ 7.15% |
$137K - $146K
|
11.3K
$2.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
731+ 18.63% |
$133K - $142K
|
4.65K
$905K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
726+ 0.17% |
$132K - $141K
|
417K
$81.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
704+ 5.33% |
$128K - $137K
|
13.9K
$2.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
696+ 6.34% |
$127K - $135K
|
11.7K
$2.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
693+ 2.92% |
$126K - $135K
|
24.4K
$4.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
686+ 57.41% |
$125K - $133K
|
1.88K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
662+ 3.55% |
$121K - $129K
|
19.3K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
616+ 2.75% |
$112K - $120K
|
23K
$4.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
615+ 13.86% |
$112K - $120K
|
5.05K
$982K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603+ 8.98% |
$110K - $117K
|
7.32K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
600+ 31.58% |
$109K - $117K
|
2.5K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
589+ 0.19% |
$107K - $115K
|
310K
$60.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
585+ 12.0% |
$107K - $114K
|
5.46K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
570+ 15.16% |
$104K - $111K
|
4.33K
$841K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
564+ 5.02% |
$103K - $110K
|
11.8K
$2.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
562+ 464.46% |
$102K - $109K
|
683
$133K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
561+ 9.94% |
$102K - $109K
|
6.21K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
559+ 16.55% |
$102K - $109K
|
3.94K
$765K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
537+ 15.5% |
$97.9K - $104K
|
4K
$778K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
525+ 46.05% |
$95.7K - $102K
|
1.67K
$324K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
519+ 8.71% |
$94.6K - $101K
|
6.48K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
510+ 0.75% |
$93K - $99.2K
|
68.3K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
490New |
$89.3K - $95.3K
|
490
$95.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
485+ 5.85% |
$88.4K - $94.3K
|
8.78K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
482+ 2.68% |
$87.9K - $93.7K
|
18.4K
$3.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
443+ 10.88% |
$80.8K - $86.2K
|
4.52K
$878K
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
435+ 8.8% |
$79.3K - $84.6K
|
5.38K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
435+ 1.99% |
$79.3K - $84.6K
|
22.3K
$4.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
412+ 3.86% |
$75.1K - $80.1K
|
11.1K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
410+ 5.04% |
$74.8K - $79.7K
|
8.55K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
410+ 6.75% |
$74.8K - $79.7K
|
6.49K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
409+ 0.1% |
$74.6K - $79.6K
|
399K
$77.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
404+ 2.02% |
$73.7K - $78.6K
|
20.4K
$3.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
388+ 4.52% |
$70.7K - $75.5K
|
8.98K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
387+ 14.97% |
$70.6K - $75.3K
|
2.97K
$578K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
378+ 27.53% |
$68.9K - $73.5K
|
1.75K
$340K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
378New |
$68.9K - $73.5K
|
378
$73.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
366+ 8.02% |
$66.7K - $71.2K
|
4.93K
$958K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
365+ 15.05% |
$66.6K - $71K
|
2.79K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
354+ 9.93% |
$64.5K - $68.9K
|
3.92K
$762K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
345+ 11.18% |
$62.9K - $67.1K
|
3.43K
$667K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
338+ 1.7% |
$61.6K - $65.7K
|
20.3K
$3.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
335+ 4.53% |
$61.1K - $65.2K
|
7.72K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
329+ 4.79% |
$60K - $64K
|
7.2K
$1.4M
|
|