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 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
21.7K+ 10.39% |
$3.83M - $4.06M
|
231K
$41.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
21.7K+ 10.39% |
$3.83M - $4.06M
|
231K
$41.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.6K+ 4.56% |
$3.81M - $4.04M
|
496K
$90.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.1K+ 12.58% |
$3.72M - $3.94M
|
189K
$34.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
21K+ 72.6% |
$3.71M - $3.93M
|
49.9K
$9.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
20.7K+ 17.32% |
$3.65M - $3.86M
|
140K
$25.4M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
20.6KNew |
$3.63M - $3.84M
|
20.6K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20.5K+ 45.79% |
$3.61M - $3.83M
|
65.2K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.8K+ 25.07% |
$3.49M - $3.7M
|
98.8K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.6K+ 24.19% |
$3.46M - $3.66M
|
101K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
19.4K+ 34.46% |
$3.42M - $3.63M
|
75.7K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.2K+ 61.39% |
$3.38M - $3.58M
|
50.3K
$9.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.9KNew |
$3.33M - $3.53M
|
18.9K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.9K+ 0.21% |
$3.33M - $3.53M
|
9.09M
$1.65B
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
18.6KNew |
$3.28M - $3.48M
|
18.6K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.5K+ 5.31% |
$3.27M - $3.46M
|
367K
$66.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.3K+ 3.06% |
$3.23M - $3.42M
|
618K
$112M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
18.2KNew |
$3.2M - $3.39M
|
18.2K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 11.21% |
$3.15M - $3.34M
|
177K
$32.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
17.8K+ 7.94% |
$3.13M - $3.32M
|
242K
$43.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.2K+ 3.93% |
$3.03M - $3.21M
|
455K
$82.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17K+ 582.26% |
$3M - $3.18M
|
20K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
16.3K+ 153.62% |
$2.87M - $3.05M
|
26.9K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
16.2K+ 3104.6% |
$2.86M - $3.03M
|
16.7K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
16.2KNew |
$2.86M - $3.03M
|
16.2K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16K+ 3.48% |
$2.83M - $3M
|
477K
$86.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15.9K+ 24.59% |
$2.8M - $2.96M
|
80.4K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 12.11% |
$2.78M - $2.94M
|
146K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
15.3KNew |
$2.7M - $2.86M
|
15.3K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15.1K+ 23.81% |
$2.67M - $2.83M
|
78.7K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.9K+ 27.1% |
$2.63M - $2.79M
|
70K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.9KNew |
$2.63M - $2.78M
|
14.9K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
14.6K+ 2.27% |
$2.58M - $2.73M
|
657K
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.6KNew |
$2.57M - $2.73M
|
14.6K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14.4K+ 48.5% |
$2.55M - $2.7M
|
44.2K
$8.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.4K+ 4.3% |
$2.54M - $2.69M
|
349K
$63.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
14.1KNew |
$2.49M - $2.64M
|
14.1K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.1K+ 7.47% |
$2.48M - $2.63M
|
203K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9K+ 74.7% |
$2.45M - $2.59M
|
32.4K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 22.95% |
$2.42M - $2.57M
|
73.6K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.4K+ 374.78% |
$2.36M - $2.5M
|
17K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13.3KNew |
$2.34M - $2.48M
|
13.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.1KNew |
$2.32M - $2.46M
|
13.1K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.1K+ 222.01% |
$2.31M - $2.44M
|
19K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.7K+ 4.49% |
$2.23M - $2.37M
|
295K
$53.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
12.1KNew |
$2.14M - $2.27M
|
12.1K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12K+ 77.75% |
$2.11M - $2.24M
|
27.4K
$4.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11.8K+ 37.83% |
$2.07M - $2.2M
|
42.8K
$7.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.7K+ 27.46% |
$2.06M - $2.18M
|
54.2K
$9.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7K+ 0.36% |
$2.06M - $2.18M
|
3.22M
$584M
|