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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.37K+ 48.11% |
$242K - $257K
|
4.23K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.36KNew |
$239K - $254K
|
1.36K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.34KNew |
$236K - $250K
|
1.34K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.34K+ 2.4% |
$236K - $250K
|
57.2K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.34K+ 2.55% |
$236K - $250K
|
53.8K
$9.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.33K+ 0.33% |
$234K - $248K
|
407K
$73.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.32KNew |
$232K - $246K
|
1.32K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.32K+ 31.75% |
$232K - $246K
|
5.46K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.31K+ 3.85% |
$232K - $246K
|
35.5K
$6.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.31KNew |
$231K - $245K
|
1.31K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.31K+ 2.5% |
$231K - $244K
|
53.6K
$9.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.3KNew |
$230K - $244K
|
1.3K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.28K+ 6.97% |
$227K - $240K
|
19.7K
$3.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.28K+ 3.7% |
$226K - $240K
|
36K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$226K - $239K
|
1.28K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.27K+ 20.47% |
$223K - $237K
|
7.45K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 11.99% |
$222K - $236K
|
11.8K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.26K+ 79.85% |
$222K - $236K
|
2.84K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.26K+ 1.15% |
$222K - $236K
|
111K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.26K+ 7.46% |
$222K - $236K
|
18.2K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.26K+ 6.54% |
$222K - $235K
|
20.5K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25K+ 1.33% |
$221K - $234K
|
95.3K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.25K+ 20.42% |
$220K - $233K
|
7.36K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.25K+ 1.29% |
$220K - $233K
|
97.9K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 6.96% |
$219K - $233K
|
19.1K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.24KNew |
$219K - $233K
|
1.24K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.24KNew |
$219K - $232K
|
1.24K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.24K+ 41.54% |
$219K - $232K
|
4.23K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 5.64% |
$218K - $231K
|
23.2K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.22KNew |
$215K - $228K
|
1.22K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$215K - $228K
|
1.22K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.21KNew |
$214K - $227K
|
1.21K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.21K+ 4.2% |
$213K - $226K
|
30K
$5.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.21K+ 6.27% |
$213K - $225K
|
20.4K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.2K+ 34.11% |
$212K - $225K
|
4.73K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.18K+ 1.21% |
$209K - $221K
|
99.2K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.18KNew |
$208K - $221K
|
1.18K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.18KNew |
$208K - $220K
|
1.18K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.17KNew |
$206K - $218K
|
1.17K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.17K+ 5.14% |
$206K - $218K
|
23.9K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.16K+ 17.99% |
$205K - $218K
|
7.63K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.16K+ 2.52% |
$205K - $217K
|
47.1K
$8.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.15KNew |
$203K - $215K
|
1.15K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 0.63% |
$203K - $215K
|
185K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
1.14KNew |
$201K - $213K
|
1.14K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.14KNew |
$200K - $212K
|
1.14K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.13K+ 9.42% |
$198K - $210K
|
13.1K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.12K+ 37.35% |
$198K - $210K
|
4.12K
$748K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.12K+ 2.02% |
$197K - $209K
|
56.6K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.11K+ 8.96% |
$196K - $208K
|
13.5K
$2.46M
|