Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
377+ 20.75% |
$61.3K - $67.6K
|
2.19K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
371+ 3.09% |
$60.3K - $66.5K
|
12.4K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
370New |
$60.2K - $66.3K
|
370
$67.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
370+ 8.95% |
$60.2K - $66.3K
|
4.5K
$817K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
365+ 1.3% |
$59.4K - $65.4K
|
28.5K
$5.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
360New |
$58.6K - $64.5K
|
360
$65.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
358+ 28.94% |
$58.2K - $64.2K
|
1.6K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
356+ 5.98% |
$57.9K - $63.8K
|
6.31K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
354+ 1.92% |
$57.6K - $63.5K
|
18.8K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
350+ 4.55% |
$56.9K - $62.8K
|
8.05K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
346+ 2.17% |
$56.3K - $62K
|
16.3K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
343+ 2.29% |
$55.8K - $61.5K
|
15.3K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
343+ 18.97% |
$55.8K - $61.5K
|
2.15K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
342+ 8.83% |
$55.6K - $61.3K
|
4.22K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
341+ 1.07% |
$55.5K - $61.1K
|
32.3K
$5.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
337+ 2.87% |
$54.8K - $60.4K
|
12.1K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
337+ 5.65% |
$54.8K - $60.4K
|
6.3K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
336+ 4.38% |
$54.6K - $60.2K
|
8.01K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
333+ 5.89% |
$54.2K - $59.7K
|
5.99K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
323+ 8.2% |
$52.5K - $57.9K
|
4.26K
$774K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
322+ 4.23% |
$52.4K - $57.7K
|
7.93K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
319+ 0.41% |
$51.9K - $57.2K
|
78.2K
$14.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
307+ 6.96% |
$49.9K - $55K
|
4.72K
$856K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
305+ 9.5% |
$49.6K - $54.7K
|
3.52K
$639K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
303New |
$49.3K - $54.3K
|
303
$55K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
299+ 1.45% |
$48.6K - $53.6K
|
20.9K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
295+ 12.38% |
$48K - $52.9K
|
2.68K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
294+ 5.96% |
$47.8K - $52.7K
|
5.23K
$950K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
292+ 3.53% |
$47.5K - $52.4K
|
8.57K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
287+ 7.35% |
$46.7K - $51.5K
|
4.19K
$761K
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
270+ 4.35% |
$43.9K - $48.4K
|
6.48K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
269+ 2.98% |
$43.8K - $48.2K
|
9.31K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
266+ 11.74% |
$43.3K - $47.7K
|
2.53K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
263+ 8.27% |
$42.8K - $47.2K
|
3.45K
$626K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
260+ 61.32% |
$42.3K - $46.6K
|
684
$124K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
255+ 12.79% |
$41.5K - $45.7K
|
2.25K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
254New |
$41.3K - $45.5K
|
254
$46.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
252+ 2.22% |
$41K - $45.2K
|
11.6K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
245+ 2.36% |
$39.8K - $43.9K
|
10.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 4.0% |
$39.4K - $43.4K
|
6.29K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
239New |
$38.9K - $42.9K
|
239
$43.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
239+ 4.03% |
$38.9K - $42.9K
|
6.17K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
238+ 0.41% |
$38.7K - $42.7K
|
58.5K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
230+ 4.53% |
$37.4K - $41.2K
|
5.3K
$963K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
227+ 46.33% |
$36.9K - $40.7K
|
717
$130K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
224+ 0.26% |
$36.4K - $40.2K
|
86.7K
$15.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
223+ 4.87% |
$36.3K - $40K
|
4.81K
$873K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
222+ 2.22% |
$36.1K - $39.8K
|
10.2K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
220New |
$35.8K - $39.4K
|
220
$39.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
219+ 12.94% |
$35.6K - $39.3K
|
1.91K
$347K
|