Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
53.3K+ 122.5% |
$9.4M - $9.96M
|
96.8K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 4.08% |
$9.33M - $9.88M
|
1.35M
$245M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.4K+ 66.97% |
$9.24M - $9.79M
|
131K
$23.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
52.2K+ 230.22% |
$9.21M - $9.75M
|
74.8K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50.3K+ 43.68% |
$8.88M - $9.41M
|
166K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
48.1KNew |
$8.49M - $9M
|
48.1K
$8.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.1K+ 472.47% |
$8.3M - $8.8M
|
57K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 3.26% |
$8.2M - $8.69M
|
1.47M
$267M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46K+ 3.72% |
$8.12M - $8.6M
|
1.28M
$233M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
45.3K+ 65.18% |
$7.99M - $8.46M
|
115K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
44.8KNew |
$7.9M - $8.37M
|
44.8K
$8.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.3K+ 10.18% |
$7.65M - $8.1M
|
469K
$85.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.1K+ 25.92% |
$7.44M - $7.88M
|
205K
$37.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.3KNew |
$7.29M - $7.73M
|
41.3K
$7.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.5K+ 2.05% |
$7.15M - $7.57M
|
2.01M
$366M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
40.2KNew |
$7.08M - $7.51M
|
40.2K
$7.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
39.4KNew |
$6.96M - $7.37M
|
39.4K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
37.6K+ 10.03% |
$6.64M - $7.03M
|
413K
$74.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
36.7KNew |
$6.48M - $6.87M
|
36.7K
$6.67M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
36KNew |
$6.36M - $6.74M
|
36K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35.2K+ 440225.0% |
$6.21M - $6.58M
|
35.2K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
34.9KNew |
$6.16M - $6.52M
|
34.9K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
34.7KNew |
$6.13M - $6.49M
|
34.7K
$6.31M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
33.2K+ 26.63% |
$5.86M - $6.21M
|
158K
$28.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.6K+ 4.93% |
$5.75M - $6.09M
|
693K
$126M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
32.5K+ 8.18% |
$5.74M - $6.08M
|
430K
$78.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31.3K+ 114.68% |
$5.52M - $5.85M
|
58.6K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
31.3K+ 10.11% |
$5.51M - $5.84M
|
340K
$61.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30KNew |
$5.29M - $5.6M
|
30K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
29.7KNew |
$5.24M - $5.55M
|
29.7K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
29KNew |
$5.12M - $5.43M
|
29K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.6K+ 12.88% |
$5.05M - $5.35M
|
251K
$45.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
28.5KNew |
$5.03M - $5.32M
|
28.5K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
27.8K+ 3.88% |
$4.9M - $5.19M
|
744K
$135M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 5.8% |
$4.89M - $5.19M
|
506K
$91.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
27.4KNew |
$4.83M - $5.12M
|
27.4K
$4.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.6KNew |
$4.7M - $4.98M
|
26.6K
$4.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.6K+ 1.69% |
$4.7M - $4.98M
|
1.6M
$291M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.7K+ 5.88% |
$4.53M - $4.8M
|
463K
$84.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25.7K+ 132.33% |
$4.53M - $4.8M
|
45.1K
$8.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.3K+ 74.6% |
$4.47M - $4.74M
|
59.3K
$10.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
25.1K+ 7.93% |
$4.43M - $4.7M
|
342K
$62.1M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
24.7K+ 60.39% |
$4.36M - $4.62M
|
65.6K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.4K+ 13.55% |
$4.3M - $4.56M
|
204K
$37.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23.5KNew |
$4.14M - $4.39M
|
23.5K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.3K+ 4.25% |
$4.1M - $4.35M
|
571K
$104M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
23.2KNew |
$4.1M - $4.34M
|
23.2K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 1.3% |
$3.92M - $4.16M
|
1.73M
$314M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.1K+ 4.76% |
$3.9M - $4.14M
|
487K
$88.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
22K+ 10.21% |
$3.88M - $4.11M
|
237K
$43.1M
|