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 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.08K- 40.88% |
$191K - $202K
|
1.56K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.1K- 2.52% |
$193K - $205K
|
42.4K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.15K- 0.7% |
$203K - $215K
|
164K
$29.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.16K- 7.46% |
$205K - $217K
|
14.4K
$2.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 29.5% |
$206K - $219K
|
2.8K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.24K- 27.4% |
$219K - $232K
|
3.28K
$596K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.26K- 8.17% |
$222K - $235K
|
14.2K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.27K- 7.67% |
$224K - $237K
|
15.2K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 1.3% |
$230K - $244K
|
99.5K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 8.01% |
$233K - $247K
|
15.2K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.37K- 1.39% |
$242K - $256K
|
97K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.53K- 0.81% |
$270K - $286K
|
188K
$34.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 6.92% |
$279K - $296K
|
21.3K
$3.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.64K- 19.91% |
$289K - $306K
|
6.6K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.69K- 7.84% |
$298K - $316K
|
19.9K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.7K- 10.89% |
$300K - $318K
|
13.9K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.71K- 3.62% |
$301K - $319K
|
45.5K
$8.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.71K- 14.76% |
$302K - $320K
|
9.89K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.72K- 3.47% |
$303K - $321K
|
47.7K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.51% |
$314K - $333K
|
69.2K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.79K- 9.31% |
$315K - $334K
|
17.4K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.82K- 2.82% |
$321K - $340K
|
62.8K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.83K- 1.86% |
$323K - $343K
|
96.6K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.9K- 1.45% |
$335K - $355K
|
129K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 1.21% |
$340K - $360K
|
157K
$28.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.95K- 10.66% |
$343K - $364K
|
16.3K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.95K- 3.26% |
$343K - $364K
|
57.8K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.96K- 10.41% |
$346K - $366K
|
16.9K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.97K- 8.19% |
$348K - $368K
|
22.1K
$4.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.01K- 12.89% |
$355K - $376K
|
13.6K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.02K- 1.7% |
$356K - $377K
|
117K
$21.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.02K- 1.35% |
$357K - $378K
|
148K
$26.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.04K- 13.16% |
$359K - $380K
|
13.4K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.05K- 2.87% |
$361K - $382K
|
69.2K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.14K- 1.11% |
$378K - $400K
|
190K
$34.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.16K- 1.51% |
$381K - $403K
|
141K
$25.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.17K- 48.34% |
$384K - $406K
|
2.32K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.19K- 1.13% |
$386K - $409K
|
192K
$34.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.27K- 3.7% |
$400K - $424K
|
59K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.28K- 2.38% |
$401K - $425K
|
93.5K
$17M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.31K- 0.98% |
$408K - $432K
|
234K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.43K- 5.17% |
$429K - $455K
|
44.6K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.48K- 6.32% |
$438K - $464K
|
36.8K
$6.68M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.5K- 22.31% |
$442K - $468K
|
8.72K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 12.51% |
$449K - $475K
|
17.8K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.55K- 4.91% |
$449K - $476K
|
49.3K
$8.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.56K- 1.64% |
$451K - $478K
|
153K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.57K- 1.8% |
$453K - $480K
|
140K
$25.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.58K- 5.19% |
$456K - $483K
|
47.2K
$8.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.6K- 44.65% |
$459K - $486K
|
3.22K
$585K
|