Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Quality Facto (QUAL)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.52K+ 3.82% |
$854K - $957K
|
150K
$26.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.5K+ 52.28% |
$849K - $952K
|
16K
$2.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.49KNew |
$849K - $952K
|
5.49K
$969K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.43K+ 193.07% |
$840K - $941K
|
8.25K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.38K+ 23.97% |
$832K - $932K
|
27.8K
$4.91M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.36K+ 21.25% |
$829K - $929K
|
30.6K
$5.4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.33K+ 10.46% |
$823K - $922K
|
56.2K
$9.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.28K+ 1407.2% |
$816K - $914K
|
5.65K
$997K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.19K+ 86.33% |
$802K - $899K
|
11.2K
$1.98M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
5.17K+ 10.47% |
$799K - $895K
|
54.5K
$9.61M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.14K+ 15.08% |
$795K - $891K
|
39.2K
$6.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.09K+ 18.01% |
$787K - $882K
|
33.4K
$5.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.09K+ 8.27% |
$786K - $881K
|
66.6K
$11.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.04K+ 603.72% |
$778K - $872K
|
5.87K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.03KNew |
$777K - $871K
|
5.03K
$887K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.01K+ 17.88% |
$775K - $868K
|
33.1K
$5.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.98KNew |
$770K - $863K
|
4.98K
$879K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.98KNew |
$770K - $862K
|
4.98K
$878K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.91K+ 34.29% |
$759K - $850K
|
19.2K
$3.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.78K+ 103.2% |
$738K - $827K
|
9.41K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.76K+ 11.22% |
$736K - $824K
|
47.2K
$8.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
4.75K+ 5.52% |
$734K - $822K
|
90.7K
$16M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.73K+ 13.5% |
$730K - $818K
|
39.7K
$7.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.72K+ 6.51% |
$730K - $818K
|
77.3K
$13.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.71KNew |
$727K - $815K
|
4.71K
$830K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.69K+ 3.35% |
$725K - $812K
|
145K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4.68K+ 1.54% |
$723K - $810K
|
309K
$54.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
4.58KNew |
$707K - $792K
|
4.58K
$807K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.57K+ 4.48% |
$706K - $792K
|
107K
$18.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.55K+ 4.54% |
$704K - $789K
|
105K
$18.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.55K+ 144.75% |
$703K - $788K
|
7.7K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.55K+ 8.38% |
$703K - $788K
|
58.8K
$10.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.54K+ 71.02% |
$701K - $786K
|
10.9K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.48K+ 8.94% |
$693K - $776K
|
54.6K
$9.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.46K+ 7.99% |
$690K - $773K
|
60.3K
$10.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
4.44K+ 105.53% |
$687K - $770K
|
8.66K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.26K+ 2.43% |
$658K - $737K
|
180K
$31.7M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.24KNew |
$656K - $735K
|
4.24K
$748K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
4.19K+ 10.6% |
$647K - $725K
|
43.7K
$7.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.17K+ 39.51% |
$644K - $721K
|
14.7K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.16K+ 42.03% |
$644K - $721K
|
14.1K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 65.96% |
$641K - $719K
|
10.4K
$1.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.12K+ 5.07% |
$636K - $713K
|
85.3K
$15M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.12K+ 7.62% |
$636K - $713K
|
58.2K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.11K+ 15.77% |
$635K - $712K
|
30.2K
$5.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.04K+ 3.4% |
$624K - $700K
|
123K
$21.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.98K+ 92.38% |
$614K - $688K
|
8.28K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.96K+ 10.82% |
$613K - $687K
|
40.6K
$7.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.96K+ 286.06% |
$612K - $686K
|
5.35K
$943K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.85K+ 13.52% |
$595K - $667K
|
32.3K
$5.7M
|