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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.17K+ 2.4% |
$1.09M - $1.15M
|
263K
$42.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.16K+ 21.77% |
$1.09M - $1.15M
|
34.5K
$5.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
6.14K+ 8.35% |
$1.08M - $1.15M
|
79.7K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6KNew |
$1.06M - $1.12M
|
6K
$969K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.98K+ 20.67% |
$1.06M - $1.12M
|
34.9K
$5.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.84KNew |
$1.03M - $1.09M
|
5.84K
$942K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.72K+ 11.59% |
$1.01M - $1.07M
|
55.1K
$8.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.64KNew |
$994K - $1.05M
|
5.64K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.54K+ 29.86% |
$978K - $1.04M
|
24.1K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
5.52KNew |
$973K - $1.03M
|
5.52K
$890K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.48K+ 2.53% |
$967K - $1.02M
|
222K
$35.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 15.66% |
$963K - $1.02M
|
40.3K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.33K+ 2.11% |
$940K - $996K
|
258K
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 7.15% |
$907K - $961K
|
77K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.13KNew |
$905K - $959K
|
5.13K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.12K+ 28.15% |
$903K - $957K
|
23.3K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.04KNew |
$889K - $942K
|
5.04K
$814K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.02K+ 9.19% |
$886K - $939K
|
59.7K
$9.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.02K+ 4.58% |
$886K - $938K
|
115K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.99K+ 4.34% |
$879K - $932K
|
120K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.88KNew |
$861K - $912K
|
4.88K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.82K+ 18.22% |
$851K - $901K
|
31.3K
$5.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.78K+ 7.06% |
$842K - $892K
|
72.4K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.64KNew |
$818K - $867K
|
4.64K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.56K+ 4.95% |
$804K - $852K
|
96.7K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.43KNew |
$782K - $829K
|
4.43K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.28K+ 3.1% |
$756K - $801K
|
143K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.27K+ 4.45% |
$754K - $799K
|
100K
$16.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.16K+ 6.56% |
$734K - $778K
|
67.6K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.14K+ 2.38% |
$731K - $774K
|
178K
$28.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.13K+ 0.53% |
$729K - $772K
|
784K
$126M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
4.09K+ 3.22% |
$722K - $765K
|
131K
$21.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.05K+ 3.89% |
$714K - $757K
|
108K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
4.01KNew |
$707K - $749K
|
4.01K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.99K+ 7.06% |
$703K - $745K
|
60.4K
$9.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.93K+ 0.8% |
$694K - $735K
|
495K
$79.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.89K+ 2.57% |
$687K - $728K
|
156K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.85K+ 6.6% |
$679K - $720K
|
62.2K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.71K+ 1.53% |
$655K - $694K
|
246K
$39.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.7K+ 6.03% |
$653K - $692K
|
65.1K
$10.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 3.85% |
$644K - $682K
|
98.3K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.6K+ 8.03% |
$635K - $672K
|
48.4K
$7.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.59KNew |
$634K - $671K
|
3.59K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.5K+ 12.16% |
$618K - $655K
|
32.3K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.49K+ 10.6% |
$616K - $653K
|
36.4K
$5.88M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.48KNew |
$613K - $650K
|
3.48K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.41K+ 16.32% |
$602K - $637K
|
24.3K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.38K+ 21.58% |
$597K - $632K
|
19.1K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 2.58% |
$590K - $625K
|
133K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.34K+ 33.81% |
$588K - $623K
|
13.2K
$2.13M
|