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 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-521- 1.15% |
$91.9K - $97.4K
|
44.6K
$8.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-530- 1.36% |
$93.5K - $99.1K
|
38.3K
$6.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-533- 2.21% |
$94K - $99.6K
|
23.6K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-534- 22.62% |
$94.2K - $99.8K
|
1.83K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-548- 0.6% |
$96.7K - $102K
|
90.4K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-552- 4.9% |
$97.4K - $103K
|
10.7K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-553- 3.32% |
$97.6K - $103K
|
16.1K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-565- 1.81% |
$99.7K - $106K
|
30.6K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-574- 2.8% |
$101K - $107K
|
20K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-591- 1.09% |
$104K - $110K
|
53.8K
$9.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-594- 0.74% |
$105K - $111K
|
80.2K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-601- 2.08% |
$106K - $112K
|
28.3K
$5.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-606- 4.05% |
$107K - $113K
|
14.4K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-621- 0.72% |
$110K - $116K
|
86K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-633- 15.02% |
$112K - $118K
|
3.58K
$650K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-638- 14.94% |
$113K - $119K
|
3.63K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-651- 1.64% |
$115K - $122K
|
39K
$7.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-654- 1.49% |
$115K - $122K
|
43.3K
$7.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-694- 17.66% |
$122K - $130K
|
3.24K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-699- 15.78% |
$123K - $131K
|
3.73K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-708- 3.32% |
$125K - $132K
|
20.6K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-750- 1.3% |
$132K - $140K
|
57.1K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-757- 23.41% |
$134K - $141K
|
2.48K
$450K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-778- 0.7% |
$137K - $145K
|
110K
$20.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-781- 6.45% |
$138K - $146K
|
11.3K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-799- 2.95% |
$141K - $149K
|
26.3K
$4.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-801- 1.66% |
$141K - $150K
|
47.5K
$8.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-829- 0.49% |
$146K - $155K
|
167K
$30.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-835- 1.49% |
$147K - $156K
|
55.1K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-837- 39.54% |
$148K - $156K
|
1.28K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-846- 2.99% |
$149K - $158K
|
27.4K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-852- 4.55% |
$150K - $159K
|
17.9K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-853- 9.42% |
$150K - $159K
|
8.21K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-864- 7.47% |
$152K - $161K
|
10.7K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-873- 1.18% |
$154K - $163K
|
72.8K
$13.2M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-886- 4.07% |
$156K - $166K
|
20.9K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-908- 6.39% |
$160K - $170K
|
13.3K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-924- 16.3% |
$163K - $173K
|
4.75K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-942- 2.94% |
$166K - $176K
|
31.1K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-944- 3.96% |
$167K - $176K
|
22.9K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-964- 33.88% |
$170K - $180K
|
1.88K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-984- 46.11% |
$174K - $184K
|
1.15K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-999- 4.48% |
$176K - $187K
|
21.3K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1K- 38.3% |
$176K - $187K
|
1.61K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 11.18% |
$179K - $190K
|
8.06K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.03K- 0.99% |
$182K - $193K
|
103K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.04K- 4.63% |
$183K - $194K
|
21.4K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.06K- 26.32% |
$187K - $198K
|
2.97K
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$188K - $199K
|
38.2K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.07K- 1.38% |
$189K - $201K
|
76.9K
$14M
|