Purchases and Sales Made in Q3 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 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
Nov 13, 2024 Q3 2024
David R. Rahn & Associates Inc.

BUY
 -
218
+ 0.55%
$35.5K - $39.1K
39.7K $7.21M
Nov 05, 2024 Q3 2024
First National Trust CO

BUY
 -
212
+ 5.56%
$34.5K - $38K
4.03K $731K
Nov 04, 2024 Q3 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
207
+ 4.62%
$33.7K - $37.1K
4.69K $851K
Oct 10, 2024 Q3 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
205
+ 14.93%
$33.3K - $36.8K
1.58K $287K
Oct 07, 2024 Q3 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
202
+ 0.13%
$32.9K - $36.2K
150K $27.3M
Oct 25, 2024 Q3 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
201
+ 5.43%
$32.7K - $36K
3.91K $709K
Oct 09, 2024 Q3 2024
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
200
+ 2.31%
$32.5K - $35.9K
8.87K $1.61M
Oct 18, 2024 Q3 2024
Midwest Heritage Bank, Fsb

BUY
 -
199
+ 1.75%
$32.4K - $35.7K
11.6K $2.1M
Nov 07, 2024 Q3 2024
Brandywine Oak Private Wealth LLC

BUY
 -
192
+ 2.77%
$31.2K - $34.4K
7.13K $1.29M
Oct 21, 2024 Q3 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
186
+ 1.84%
$30.3K - $33.3K
10.3K $1.87M
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
182
New
$29.6K - $32.6K
182 $33K
Oct 16, 2024 Q3 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
181
+ 6.87%
$29.4K - $32.5K
2.82K $511K
Oct 30, 2024 Q3 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
173
+ 2.25%
$28.1K - $31K
7.85K $1.43M
Nov 04, 2024 Q3 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
173
+ 692.0%
$28.1K - $31K
198 $36K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
171
+ 3.21%
$27.8K - $30.7K
5.5K $998K
Oct 21, 2024 Q3 2024
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
171
+ 0.25%
$27.8K - $30.7K
69.1K $12.5M
Oct 24, 2024 Q3 2024
Essex Financial Services, Inc.

BUY
 -
171
+ 1.61%
$27.8K - $30.7K
10.8K $1.96M
Nov 08, 2024 Q3 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
167
+ 5.59%
$27.2K - $29.9K
3.16K $573K
Oct 29, 2024 Q3 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
162
New
$26.3K - $29K
162 $29.4K
Oct 25, 2024 Q3 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
161
+ 13.16%
$26.2K - $28.9K
1.38K $251K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
161
+ 0.98%
$26.2K - $28.9K
16.5K $3M
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
159
+ 25.48%
$25.9K - $28.5K
783 $142K
Oct 16, 2024 Q3 2024
Market Street Wealth Management Advisors LLC

BUY
 -
158
+ 1.02%
$25.7K - $28.3K
15.6K $2.83M
Oct 22, 2024 Q3 2024
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
157
+ 0.42%
$25.5K - $28.2K
37.5K $6.8M
Oct 24, 2024 Q3 2024
Gemmer Asset Management LLC

BUY
 -
157
+ 7.03%
$25.5K - $28.2K
2.39K $434K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
157
New
$25.5K - $28.2K
157 $28.5K
Oct 09, 2024 Q3 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
155
+ 6.09%
$25.2K - $27.8K
2.7K $490K
Nov 14, 2024 Q3 2024
Personal Cfo Solutions, LLC

BUY
 -
151
+ 2.87%
$24.6K - $27.1K
5.42K $984K
Oct 24, 2024 Q3 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
150
New
$24.4K - $26.9K
150 $27.2K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
150
New
$24.4K - $26.9K
150 $27.2K
Nov 05, 2024 Q3 2024
Old Second National Bank Of Aurora

BUY
 -
150
New
$24.4K - $26.9K
150 $27.2K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
148
+ 28.3%
$24.1K - $26.5K
671 $122K
Nov 05, 2024 Q3 2024
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
148
+ 0.24%
$24.1K - $26.5K
62.6K $11.4M
Oct 04, 2024 Q3 2024
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
145
New
$23.6K - $26K
145 $26.3K
Nov 06, 2024 Q3 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
140
+ 1.54%
$22.8K - $25.1K
9.21K $1.67M
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
139
+ 0.9%
$22.6K - $24.9K
15.6K $2.84M
Oct 17, 2024 Q3 2024
Inspire Advisors, LLC

Meridian, ID
BUY
 -
127
+ 4.63%
$20.7K - $22.8K
2.87K $521K
Oct 31, 2024 Q3 2024
Financial Sense Advisors, Inc.

BUY
 -
125
+ 2.9%
$20.3K - $22.4K
4.43K $805K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
125
New
$20.3K - $22.4K
125 $22.7K
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
124
+ 0.2%
$20.2K - $22.2K
61.3K $11.1M
Nov 12, 2024 Q3 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
117
+ 1.9%
$19K - $21K
6.28K $1.14M
Oct 16, 2024 Q3 2024
Lex Aurum Advisors, LLC

BUY
 -
114
+ 1.45%
$18.5K - $20.4K
8K $1.45M
Nov 18, 2024 Q3 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
113
+ 1.58%
$18.4K - $20.3K
7.26K $1.32M
Nov 13, 2024 Q3 2024
Argent Trust CO

Nashville, TN
BUY
 -
107
+ 0.93%
$17.4K - $19.2K
11.6K $2.11M
Oct 15, 2024 Q3 2024
Atticus Wealth Management, LLC

BUY
 -
106
+ 1.82%
$17.2K - $19K
5.92K $1.07M
Oct 24, 2024 Q3 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
106
+ 0.37%
$17.2K - $19K
28.9K $5.26M
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
102
+ 0.26%
$16.6K - $18.3K
39.6K $7.18M
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
99
+ 0.58%
$16.1K - $17.8K
17.2K $3.11M
Oct 11, 2024 Q3 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
98
+ 3.38%
$15.9K - $17.6K
3K $544K

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