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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-126- 7.22% |
$22.2K - $23.6K
|
1.62K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-127- 9.75% |
$22.4K - $23.7K
|
1.18K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-134- 6.6% |
$23.6K - $25K
|
1.9K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-141- 10.96% |
$24.9K - $26.4K
|
1.15K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-143- 1.4% |
$25.2K - $26.7K
|
10.1K
$1.83M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-147- 39.52% |
$25.9K - $27.5K
|
225
$40.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-148- 10.16% |
$26.1K - $27.7K
|
1.31K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-148- 1.82% |
$26.1K - $27.7K
|
7.99K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-149- 19.48% |
$26.3K - $27.8K
|
616
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-149- 11.87% |
$26.3K - $27.8K
|
1.11K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150- 9.04% |
$26.5K - $28K
|
1.51K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-152- 3.19% |
$26.8K - $28.4K
|
4.61K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-160- 0.9% |
$28.2K - $29.9K
|
17.6K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-160- 9.11% |
$28.2K - $29.9K
|
1.6K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-161- 1.52% |
$28.4K - $30.1K
|
10.5K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-162- 5.52% |
$28.6K - $30.3K
|
2.77K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-162- 0.87% |
$28.6K - $30.3K
|
18.5K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-164- 10.5% |
$28.9K - $30.7K
|
1.4K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-165- 0.23% |
$29.1K - $30.8K
|
70.7K
$12.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-166- 54.79% |
$29.3K - $31K
|
137
$24.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-170- 1.59% |
$30K - $31.8K
|
10.6K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-172- 0.49% |
$30.3K - $32.1K
|
34.7K
$6.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.42% |
$30.3K - $32.1K
|
11.9K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-174- 0.69% |
$30.7K - $32.5K
|
24.9K
$4.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-175- 12.33% |
$30.9K - $32.7K
|
1.24K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-175- 4.41% |
$30.9K - $32.7K
|
3.8K
$689K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-177- 2.22% |
$31.2K - $33.1K
|
7.79K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178- 11.27% |
$31.4K - $33.3K
|
1.4K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-185- 1.25% |
$32.6K - $34.6K
|
14.6K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-187- 2.72% |
$33K - $35K
|
6.68K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-197- 2.0% |
$34.8K - $36.8K
|
9.68K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-199- 9.1% |
$35.1K - $37.2K
|
1.99K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-203- 2.18% |
$35.8K - $37.9K
|
9.11K
$1.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-208- 2.48% |
$36.7K - $38.9K
|
8.19K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-210- 37.57% |
$37K - $39.3K
|
349
$63.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-211- 7.18% |
$37.2K - $39.4K
|
2.73K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-212- 2.81% |
$37.4K - $39.6K
|
7.32K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-213- 0.24% |
$37.6K - $39.8K
|
90.4K
$16.4M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-214- 3.4% |
$37.8K - $40K
|
6.08K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-217- 11.42% |
$38.3K - $40.6K
|
1.68K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-217- 31.73% |
$38.3K - $40.6K
|
467
$84.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-220- 3.1% |
$38.8K - $41.1K
|
6.88K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-220- 8.79% |
$38.8K - $41.1K
|
2.28K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 0.4% |
$39.2K - $41.5K
|
55K
$9.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-224- 0.78% |
$39.5K - $41.9K
|
28.5K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-226- 0.63% |
$39.9K - $42.2K
|
35.8K
$6.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-226- 8.53% |
$39.9K - $42.2K
|
2.42K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-230- 97.05% |
$40.6K - $43K
|
7
$1.27K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-235- 1.73% |
$41.5K - $43.9K
|
13.3K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-237- 1.6% |
$41.8K - $44.3K
|
14.6K
$2.65M
|