Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA QUALITY FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
738+ 4.94% |
$130K - $138K
|
15.7K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
737+ 82.53% |
$130K - $138K
|
1.63K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
733New |
$129K - $137K
|
733
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
724+ 34.66% |
$128K - $135K
|
2.81K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
703+ 7.63% |
$124K - $131K
|
9.91K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
696+ 1.05% |
$123K - $130K
|
66.8K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
695+ 0.57% |
$123K - $130K
|
122K
$22.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
694+ 53.38% |
$122K - $130K
|
1.99K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
689+ 13.81% |
$122K - $129K
|
5.68K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
684+ 3.12% |
$121K - $128K
|
22.6K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
650New |
$115K - $121K
|
650
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
641+ 9.02% |
$113K - $120K
|
7.74K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
641+ 4.18% |
$113K - $120K
|
16K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
636+ 13.34% |
$112K - $119K
|
5.41K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
634+ 30.73% |
$112K - $119K
|
2.7K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
634New |
$112K - $119K
|
634
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
632+ 2.0% |
$111K - $118K
|
32.3K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
622+ 1.73% |
$110K - $116K
|
36.5K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
619+ 14.76% |
$109K - $116K
|
4.81K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
610+ 38.24% |
$108K - $114K
|
2.21K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
605+ 31.69% |
$107K - $113K
|
2.51K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
599+ 20.18% |
$106K - $112K
|
3.57K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
590+ 3.96% |
$104K - $110K
|
15.5K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
587+ 6.12% |
$104K - $110K
|
10.2K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
578New |
$102K - $108K
|
578
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
577+ 10.91% |
$102K - $108K
|
5.87K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
572New |
$101K - $107K
|
572
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
563+ 1.48% |
$99.3K - $105K
|
38.5K
$6.99M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
561+ 7.08% |
$99K - $105K
|
8.49K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
540+ 1.88% |
$95.3K - $101K
|
29.3K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
517New |
$91.2K - $96.6K
|
517
$93.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
516+ 0.2% |
$91K - $96.4K
|
263K
$47.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
513+ 0.33% |
$90.5K - $95.9K
|
158K
$28.6M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
502+ 1.8% |
$88.6K - $93.8K
|
28.4K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
496+ 1.35% |
$87.5K - $92.7K
|
37.1K
$6.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
495+ 5.4% |
$87.3K - $92.5K
|
9.65K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
487+ 3.02% |
$85.9K - $91K
|
16.6K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
487+ 9.01% |
$85.9K - $91K
|
5.89K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
483+ 7.79% |
$85.2K - $90.3K
|
6.68K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
482+ 2.86% |
$85K - $90.1K
|
17.3K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
479+ 60.86% |
$84.5K - $89.5K
|
1.27K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
462+ 10.08% |
$81.5K - $86.4K
|
5.05K
$916K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
458+ 4.34% |
$80.8K - $85.6K
|
11K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
455+ 17.98% |
$80.3K - $85K
|
2.99K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
453+ 0.55% |
$79.9K - $84.7K
|
82.7K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
451+ 0.74% |
$79.6K - $84.3K
|
61.8K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
451+ 9.38% |
$79.6K - $84.3K
|
5.26K
$955K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
444+ 7.41% |
$78.3K - $83K
|
6.44K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
441New |
$77.8K - $82.4K
|
441
$80.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
435+ 0.63% |
$76.7K - $81.3K
|
69.5K
$12.6M
|