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
|
Macroview Investment Management LLC
|
BUY
|
- |
328+ 1.77% |
$59.8K - $63.8K
|
18.8K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
325+ 4.49% |
$59.3K - $63.2K
|
7.56K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
324+ 4.26% |
$59.1K - $63K
|
7.93K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
324+ 0.2% |
$59.1K - $63K
|
160K
$31.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
320+ 20.04% |
$58.3K - $62.2K
|
1.92K
$373K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
320+ 6.22% |
$58.3K - $62.2K
|
5.46K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
319+ 99.38% |
$58.2K - $62K
|
640
$124K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
314+ 5.7% |
$57.3K - $61.1K
|
5.82K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
305+ 11.45% |
$55.6K - $59.3K
|
2.97K
$577K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
302+ 4.37% |
$55.1K - $58.7K
|
7.21K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301+ 0.66% |
$54.9K - $58.5K
|
46.1K
$8.96M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
299+ 11.88% |
$54.5K - $58.2K
|
2.82K
$547K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
299+ 45.37% |
$54.5K - $58.2K
|
958
$186K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
299+ 4.29% |
$54.5K - $58.2K
|
7.26K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
287+ 23.88% |
$52.3K - $55.8K
|
1.49K
$289K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
285+ 4.54% |
$52K - $55.4K
|
6.56K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
285+ 46.04% |
$52K - $55.4K
|
904
$176K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
283+ 1.04% |
$51.6K - $55K
|
27.4K
$5.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
283New |
$51.6K - $55K
|
283
$55K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
282+ 6.95% |
$51.4K - $54.8K
|
4.34K
$843K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
272+ 0.75% |
$49.6K - $52.9K
|
36.6K
$7.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
272+ 6.62% |
$49.6K - $52.9K
|
4.38K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
267+ 281.05% |
$48.7K - $51.9K
|
362
$70.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
265+ 16.55% |
$48.3K - $51.5K
|
1.87K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
261+ 46.03% |
$47.6K - $50.8K
|
828
$161K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
257New |
$46.9K - $50K
|
257
$50K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
247+ 0.61% |
$45K - $48K
|
40.9K
$7.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246+ 1.1% |
$44.9K - $47.8K
|
22.6K
$4.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
246New |
$44.9K - $47.8K
|
246
$47.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 18.17% |
$44.1K - $47.1K
|
1.57K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
226+ 1.54% |
$41.2K - $44K
|
14.9K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
220+ 1.14% |
$40.1K - $42.8K
|
19.5K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
215+ 14.96% |
$39.2K - $41.8K
|
1.65K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
211+ 0.31% |
$38.5K - $41K
|
68.1K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
210New |
$38.3K - $40.8K
|
210
$40.8K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
209+ 6.22% |
$38.1K - $40.7K
|
3.57K
$694K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
209+ 0.38% |
$38.1K - $40.7K
|
54.7K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
200+ 9.28% |
$36.5K - $38.9K
|
2.36K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
200New |
$36.5K - $38.9K
|
200
$38.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
198+ 2.38% |
$36.1K - $38.5K
|
8.52K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
195+ 6.76% |
$35.6K - $37.9K
|
3.08K
$599K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
185New |
$33.7K - $36K
|
185
$36K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
183+ 1.51% |
$33.4K - $35.6K
|
12.3K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
183+ 3.61% |
$33.4K - $35.6K
|
5.25K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
182+ 0.11% |
$33.2K - $35.4K
|
165K
$32.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
178+ 6.74% |
$32.5K - $34.6K
|
2.82K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
167+ 7.28% |
$30.4K - $32.5K
|
2.46K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
165+ 57.69% |
$30.1K - $32.1K
|
451
$87.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
150+ 11.58% |
$27.3K - $29.2K
|
1.45K
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
147+ 1.24% |
$26.8K - $28.6K
|
12K
$2.33M
|
|