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 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.27K+ 12.46% |
$207K - $228K
|
11.5K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.26KNew |
$205K - $226K
|
1.26K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.26K+ 4.43% |
$205K - $226K
|
29.7K
$5.23M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.26K+ 8.91% |
$204K - $225K
|
15.4K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.25K+ 1.07% |
$204K - $225K
|
119K
$20.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.25K+ 3.68% |
$203K - $224K
|
35.3K
$6.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$202K - $223K
|
1.24K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.24K+ 1.05% |
$202K - $222K
|
119K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.23KNew |
$201K - $221K
|
1.23K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.23K+ 7.04% |
$199K - $220K
|
18.6K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 33.85% |
$197K - $217K
|
4.8K
$846K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.2KNew |
$195K - $215K
|
1.2K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.19K+ 6.21% |
$194K - $214K
|
20.4K
$3.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.18K+ 10.26% |
$192K - $211K
|
12.7K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.18K+ 5.78% |
$191K - $211K
|
21.5K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 8.63% |
$190K - $209K
|
14.7K
$2.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$188K - $208K
|
1.16K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$188K - $207K
|
1.16K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$188K - $207K
|
1.16K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.15KNew |
$187K - $206K
|
1.15K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.14K+ 8.8% |
$186K - $205K
|
14.1K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.14KNew |
$186K - $205K
|
1.14K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.14K+ 87.5% |
$186K - $205K
|
2.45K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.14KNew |
$185K - $204K
|
1.14K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.13K+ 258.09% |
$184K - $203K
|
1.57K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$200K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.13K+ 5.3% |
$184K - $203K
|
22.5K
$3.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.13KNew |
$184K - $203K
|
1.13K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.13KNew |
$183K - $202K
|
1.13K
$199K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.12K+ 9.26% |
$183K - $201K
|
13.2K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.12K+ 0.23% |
$182K - $201K
|
495K
$87.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1.12KNew |
$181K - $200K
|
1.12K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.11K+ 106.72% |
$181K - $199K
|
2.15K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 0.62% |
$179K - $197K
|
180K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.1K+ 13.5% |
$178K - $196K
|
9.21K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.08K+ 0.17% |
$176K - $194K
|
643K
$113M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$174K - $192K
|
1.07K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.06K+ 54.66% |
$172K - $189K
|
2.99K
$526K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 89.54% |
$171K - $189K
|
2.23K
$393K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 1.61% |
$169K - $187K
|
65.9K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 2.29% |
$167K - $184K
|
45.8K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 2.53% |
$166K - $183K
|
41.2K
$7.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$166K - $183K
|
71.2K
$12.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.01K+ 19.48% |
$164K - $181K
|
6.2K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.01K+ 0.78% |
$164K - $181K
|
131K
$23.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1K+ 27.54% |
$163K - $179K
|
4.63K
$817K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
985+ 26.03% |
$160K - $177K
|
4.77K
$841K
|