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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.93K+ 0.8% |
$694K - $735K
|
495K
$89.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.89K+ 2.57% |
$687K - $728K
|
156K
$28.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.85K+ 6.6% |
$679K - $720K
|
62.2K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.72KNew |
$656K - $695K
|
3.72K
$675K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.71K+ 1.53% |
$655K - $694K
|
246K
$44.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.7K+ 6.03% |
$653K - $692K
|
65.1K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.7K+ 14.33% |
$653K - $692K
|
29.5K
$5.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.6K+ 8.03% |
$635K - $672K
|
48.4K
$8.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.59KNew |
$634K - $671K
|
3.59K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.5K+ 12.16% |
$618K - $655K
|
32.3K
$5.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.49K+ 10.6% |
$616K - $653K
|
36.4K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.41K+ 16.32% |
$602K - $637K
|
24.3K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.38K+ 21.58% |
$597K - $632K
|
19.1K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3.36KNew |
$593K - $628K
|
3.36K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 2.58% |
$590K - $625K
|
133K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.34K+ 3.29% |
$588K - $623K
|
105K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.34K+ 33.81% |
$588K - $623K
|
13.2K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.32K+ 11.37% |
$586K - $621K
|
32.5K
$5.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.31K+ 17.83% |
$583K - $618K
|
21.8K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.29K+ 9.01% |
$580K - $615K
|
39.8K
$7.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.29K+ 4.22% |
$580K - $615K
|
81.2K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.25K+ 6.37% |
$574K - $608K
|
54.3K
$9.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.25K+ 2.11% |
$573K - $607K
|
158K
$28.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.22KNew |
$569K - $602K
|
3.22K
$585K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.22K+ 4.57% |
$568K - $602K
|
73.7K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.22K+ 19.13% |
$568K - $601K
|
20K
$3.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.22K+ 3.09% |
$567K - $601K
|
107K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.19K+ 3.2% |
$563K - $596K
|
103K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.19K+ 5.77% |
$562K - $595K
|
58.4K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.16KNew |
$557K - $590K
|
3.16K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.11K+ 12.65% |
$549K - $581K
|
27.7K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.08KNew |
$544K - $576K
|
3.08K
$560K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
3.08KNew |
$542K - $575K
|
3.08K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.02KNew |
$533K - $565K
|
3.02K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.02K+ 4.47% |
$532K - $564K
|
70.6K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3KNew |
$528K - $560K
|
3K
$544K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.99K+ 4.54% |
$528K - $560K
|
69K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
2.98KNew |
$525K - $556K
|
2.98K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.97KNew |
$524K - $555K
|
2.97K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.95K+ 9.15% |
$521K - $552K
|
35.2K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.93K+ 3.82% |
$516K - $547K
|
79.6K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.93K+ 4.72% |
$516K - $547K
|
64.9K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.9KNew |
$512K - $542K
|
2.9K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.89K+ 22.83% |
$510K - $541K
|
15.6K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
2.89K+ 9.29% |
$509K - $540K
|
34K
$6.17M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.82KNew |
$497K - $526K
|
2.82K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.8K+ 1.65% |
$494K - $524K
|
173K
$31.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.79K+ 45.22% |
$493K - $522K
|
8.97K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.75K+ 42.56% |
$485K - $514K
|
9.21K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.71KNew |
$477K - $506K
|
2.71K
$491K
|