Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 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
Aug 14, 2024 Q2 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
461
+ 25.68%
$71.3K - $79.8K
2.26K $398K
Jul 31, 2024 Q2 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
459
+ 7.32%
$70.9K - $79.5K
6.73K $1.19M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
447
+ 38.37%
$69.1K - $77.4K
1.61K $284K
Aug 13, 2024 Q2 2024
Fwl Investment Management, LLC

BUY
 -
439
New
$67.9K - $76K
439 $77.4K
Jul 25, 2024 Q2 2024
Bailard, Inc.

BUY
 -
438
+ 6.06%
$67.7K - $75.9K
7.67K $1.35M
Aug 13, 2024 Q2 2024
Cloverfields Capital Group, LP

Minneapolis, MN
BUY
 -
432
+ 9.47%
$66.8K - $74.8K
4.99K $880K
Jul 30, 2024 Q2 2024
Clarity Financial LLC

BUY
 -
421
+ 15.56%
$65.1K - $72.9K
3.13K $551K
Jul 12, 2024 Q2 2024
Koshinski Asset Management, Inc.

BUY
 -
420
+ 29.54%
$64.9K - $72.7K
1.84K $325K
Aug 14, 2024 Q2 2024
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
419
+ 0.72%
$64.8K - $72.6K
58.5K $10.3M
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
418
New
$64.6K - $72.4K
418 $73.7K
Aug 12, 2024 Q2 2024
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
400
+ 2.5%
$61.8K - $69.3K
16.4K $2.89M
Aug 14, 2024 Q2 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
398
+ 9.92%
$61.5K - $68.9K
4.41K $778K
Aug 09, 2024 Q2 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
390
+ 3.74%
$60.3K - $67.5K
10.8K $1.91M
Jul 30, 2024 Q2 2024
Royal Harbor Partners, LLC

BUY
 -
389
+ 0.44%
$60.1K - $67.4K
89.3K $15.7M
Aug 05, 2024 Q2 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
388
+ 7.91%
$60K - $67.2K
5.29K $933K
Jul 24, 2024 Q2 2024
Planned Solutions, Inc.

BUY
 -
382
+ 31.21%
$59K - $66.2K
1.61K $283K
Jul 23, 2024 Q2 2024
Level Financial Advisors, Inc.

BUY
 -
381
+ 3.45%
$58.9K - $66K
11.4K $2.02M
Jul 12, 2024 Q2 2024
Gleason Group, Inc.

BUY
 -
380
New
$58.7K - $65.8K
380 $67K
Aug 13, 2024 Q2 2024
Black Diamond Wealth Management Inc.

BUY
 -
378
+ 2.37%
$58.4K - $65.5K
16.3K $2.87M
Jul 19, 2024 Q2 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
377
+ 2.19%
$58.3K - $65.3K
17.6K $3.1M
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
372
+ 19.33%
$57.5K - $64.4K
2.3K $405K
Jul 10, 2024 Q2 2024
Bernardo Wealth Planning LLC

BUY
 -
367
+ 5.25%
$56.7K - $63.6K
7.36K $1.3M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
367
+ 8.44%
$56.7K - $63.6K
4.72K $832K
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
366
+ 163.39%
$56.6K - $63.4K
590 $104K
Jul 25, 2024 Q2 2024
Calamos Wealth Management LLC

BUY
 -
365
+ 26.8%
$56.4K - $63.2K
1.73K $305K
Aug 14, 2024 Q2 2024
Annandale Capital, LLC

Dallas, TX
BUY
 -
363
+ 1.39%
$56.1K - $62.9K
26.5K $4.67M
Jul 31, 2024 Q2 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
358
+ 9.63%
$55.3K - $62K
4.07K $718K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
349
New
$53.9K - $60.4K
349 $61.5K
Jul 30, 2024 Q2 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
348
+ 4.47%
$53.8K - $60.3K
8.14K $1.43M
Aug 12, 2024 Q2 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
341
+ 5.01%
$52.7K - $59.1K
7.15K $1.26M
Aug 09, 2024 Q2 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
331
+ 9.4%
$51.2K - $57.3K
3.85K $680K
Jul 25, 2024 Q2 2024
Tranquility Partners, LLC

BUY
 -
330
+ 2.95%
$51K - $57.2K
11.5K $2.03M
Jul 31, 2024 Q2 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
326
+ 9.43%
$50.4K - $56.5K
3.78K $667K
Jul 25, 2024 Q2 2024
Forte Asset Management LLC

BUY
 -
324
+ 0.61%
$50.1K - $56.1K
53.2K $9.38M
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
321
+ 2.09%
$49.6K - $55.6K
15.7K $2.76M
Jul 12, 2024 Q2 2024
Mjp Associates Inc

BUY
 -
318
+ 16.41%
$49.2K - $55.1K
2.26K $398K
Aug 05, 2024 Q2 2024
Advisor Os, LLC

BUY
 -
318
+ 16.41%
$49.2K - $55.1K
2.26K $398K
Jul 31, 2024 Q2 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
298
+ 7.13%
$46.1K - $51.6K
4.48K $790K
Jul 16, 2024 Q2 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
296
+ 12.42%
$45.7K - $51.3K
2.68K $473K
Aug 14, 2024 Q2 2024
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
290
+ 0.23%
$44.8K - $50.2K
128K $22.6M
Jul 30, 2024 Q2 2024
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
289
+ 0.29%
$44.7K - $50.1K
98.9K $17.4M
Jul 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
288
+ 15.44%
$44.5K - $49.9K
2.15K $380K
Aug 14, 2024 Q2 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
285
+ 0.53%
$44K - $49.4K
53.7K $9.47M
Aug 06, 2024 Q2 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
283
+ 1.79%
$43.7K - $49K
16.1K $2.84M
Jul 24, 2024 Q2 2024
True Wealth Advisors, LLC

BUY
 -
273
+ 7.86%
$42.2K - $47.3K
3.75K $661K
Jul 31, 2024 Q2 2024
Chicago Partners Investment Group LLC

BUY
 -
272
+ 1.11%
$42K - $47.1K
24.7K $4.36M
Aug 02, 2024 Q2 2024
Mission Wealth Management, LP

BUY
 -
271
+ 2.24%
$41.9K - $46.9K
12.4K $2.18M
Aug 06, 2024 Q2 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
262
+ 7.89%
$40.5K - $45.4K
3.58K $632K
Jul 19, 2024 Q2 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
261
+ 11.31%
$40.3K - $45.2K
2.57K $453K

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