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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.9K+ 11.05% |
$5.99M - $6.61M
|
370K
$67.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
36.4K+ 12.1% |
$5.92M - $6.53M
|
337K
$61.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
36.4KNew |
$5.91M - $6.52M
|
36.4K
$6.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
36.2K+ 10.02% |
$5.89M - $6.5M
|
398K
$72.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
36K+ 12.82% |
$5.86M - $6.46M
|
317K
$57.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 4.09% |
$5.78M - $6.37M
|
905K
$164M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
34.8K+ 903.48% |
$5.66M - $6.24M
|
38.7K
$7.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
33.2K+ 2.74% |
$5.39M - $5.95M
|
1.24M
$226M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 5.76% |
$5.38M - $5.93M
|
608K
$110M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31K+ 13.39% |
$5.04M - $5.56M
|
263K
$47.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
30.1K+ 2458.86% |
$4.9M - $5.4M
|
31.3K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
30K+ 917.62% |
$4.89M - $5.39M
|
33.3K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
29.5K+ 44.31% |
$4.8M - $5.29M
|
96.1K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
29KNew |
$4.72M - $5.21M
|
29K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
28.8KNew |
$4.68M - $5.16M
|
28.8K
$5.23M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
28.1K+ 0.7% |
$4.58M - $5.05M
|
4.05M
$735M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
28K+ 14.31% |
$4.56M - $5.02M
|
224K
$40.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
27.1K+ 1587.59% |
$4.41M - $4.86M
|
28.8K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
26.1K+ 18.14% |
$4.25M - $4.68M
|
170K
$30.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.6K+ 1530.47% |
$4.17M - $4.59M
|
27.3K
$4.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25.5K+ 10.64% |
$4.14M - $4.57M
|
265K
$48.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.4K+ 373.53% |
$4.13M - $4.55M
|
32.2K
$5.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25.2K+ 7.79% |
$4.1M - $4.52M
|
349K
$63.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
25K+ 4.36% |
$4.07M - $4.49M
|
599K
$109M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
25K+ 411.19% |
$4.06M - $4.48M
|
31.1K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
25K+ 83.89% |
$4.06M - $4.47M
|
54.7K
$9.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.7K+ 15.05% |
$4.02M - $4.44M
|
189K
$34.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
24.2K+ 8.8% |
$3.94M - $4.34M
|
299K
$54.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.9K+ 5.62% |
$3.88M - $4.28M
|
449K
$81.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.6K+ 6.03% |
$3.84M - $4.24M
|
415K
$75.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
23.5K+ 9.14% |
$3.83M - $4.22M
|
281K
$51M
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
22.6KNew |
$3.67M - $4.05M
|
22.6K
$4.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22.5K+ 26.39% |
$3.66M - $4.03M
|
108K
$19.6M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
21.4K+ 20.27% |
$3.48M - $3.84M
|
127K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.3K+ 81.39% |
$3.47M - $3.83M
|
47.6K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21KNew |
$3.41M - $3.76M
|
21K
$3.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
20.4K+ 8.07% |
$3.32M - $3.66M
|
273K
$49.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19.4K+ 67.04% |
$3.16M - $3.48M
|
48.4K
$8.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$3.14M - $3.46M
|
19.3K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.3K+ 131.03% |
$3.13M - $3.46M
|
34K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.6KNew |
$3.02M - $3.33M
|
18.6K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.2KNew |
$2.96M - $3.26M
|
18.2K
$3.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8K+ 4.71% |
$2.89M - $3.19M
|
395K
$71.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.7KNew |
$2.88M - $3.18M
|
17.7K
$3.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
17K+ 8.56% |
$2.76M - $3.04M
|
215K
$39.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 113.02% |
$2.69M - $2.97M
|
31.2K
$5.66M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 3.57% |
$2.68M - $2.95M
|
478K
$86.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
16.3KNew |
$2.65M - $2.93M
|
16.3K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.1K+ 40.07% |
$2.62M - $2.89M
|
56.3K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
15.7K+ 14.5% |
$2.56M - $2.82M
|
124K
$22.5M
|