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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.58K+ 16.0% |
$399K - $448K
|
18.7K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.57K+ 29.46% |
$397K - $445K
|
11.3K
$1.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.54K+ 115.76% |
$393K - $440K
|
4.74K
$836K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.53K+ 6.02% |
$390K - $437K
|
44.5K
$7.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.52K+ 12.52% |
$390K - $437K
|
22.7K
$4M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.5K+ 8.51% |
$386K - $433K
|
31.9K
$5.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.47K+ 3.36% |
$382K - $428K
|
76K
$13.4M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.46K+ 5.43% |
$380K - $425K
|
47.7K
$8.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.42K+ 2.28% |
$374K - $419K
|
108K
$19.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.41K+ 5.17% |
$372K - $417K
|
49K
$8.64M
|
|
|
Dec 03, 2024
Q2 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.41K+ 2.33% |
$372K - $417K
|
106K
$18.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.4K+ 194.01% |
$370K - $415K
|
3.63K
$640K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.38KNew |
$368K - $413K
|
2.38K
$420K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.37K+ 13.98% |
$366K - $410K
|
19.3K
$3.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.32K+ 793.17% |
$359K - $402K
|
2.62K
$462K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.32KNew |
$359K - $402K
|
2.32K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 0.81% |
$357K - $400K
|
288K
$50.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.28KNew |
$353K - $395K
|
2.28K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 68.19% |
$351K - $393K
|
5.59K
$987K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.26KNew |
$349K - $391K
|
2.26K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.26K+ 74.87% |
$349K - $391K
|
5.27K
$929K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.24K+ 15.85% |
$346K - $387K
|
16.3K
$2.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.23KNew |
$345K - $387K
|
2.23K
$394K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.21K+ 5.34% |
$341K - $382K
|
43.5K
$7.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.2KNew |
$340K - $380K
|
2.2K
$387K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.19K+ 1.35% |
$338K - $379K
|
164K
$28.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.18K+ 18.81% |
$336K - $377K
|
13.7K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.18KNew |
$336K - $377K
|
2.18K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 0.92% |
$332K - $372K
|
235K
$41.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.04K+ 3.38% |
$316K - $354K
|
62.4K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.03K+ 10.52% |
$314K - $352K
|
21.3K
$3.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.02KNew |
$313K - $350K
|
2.02K
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.02K+ 24.16% |
$312K - $349K
|
10.4K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$311K - $348K
|
2.01K
$355K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.01K+ 16.16% |
$311K - $348K
|
14.5K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.01KNew |
$311K - $348K
|
2.01K
$355K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01K+ 4.03% |
$311K - $348K
|
51.9K
$9.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2K+ 2.8% |
$309K - $346K
|
73.5K
$13M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2K+ 11.3% |
$309K - $346K
|
19.7K
$3.47M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.99K+ 99.9% |
$307K - $344K
|
3.98K
$702K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 44.32% |
$305K - $341K
|
6.42K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.95K+ 69.56% |
$301K - $337K
|
4.74K
$836K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.92K+ 2.53% |
$297K - $333K
|
77.9K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.9KNew |
$294K - $329K
|
1.9K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.89K+ 1.18% |
$292K - $327K
|
163K
$28.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.87K+ 5.44% |
$290K - $325K
|
36.3K
$6.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.87KNew |
$288K - $323K
|
1.87K
$329K
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.82KNew |
$281K - $315K
|
1.82K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
1.81K+ 38.28% |
$279K - $313K
|
6.53K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.8K+ 6.83% |
$277K - $311K
|
28.1K
$4.95M
|