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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-239- 8.42% |
$42.2K - $44.7K
|
2.6K
$472K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-240- 51.5% |
$42.3K - $44.9K
|
226
$41K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-240- 1.73% |
$42.3K - $44.9K
|
13.6K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-243- 10.54% |
$42.9K - $45.4K
|
2.06K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-244- 5.88% |
$43K - $45.6K
|
3.91K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-248- 2.71% |
$43.8K - $46.4K
|
8.91K
$1.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-251- 0.46% |
$44.3K - $46.9K
|
54.4K
$9.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-253- 3.21% |
$44.6K - $47.3K
|
7.63K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-256- 3.95% |
$45.2K - $47.8K
|
6.23K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-273- 1.55% |
$48.2K - $51K
|
17.3K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-277- 9.34% |
$48.9K - $51.8K
|
2.69K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-280- 7.75% |
$49.4K - $52.3K
|
3.33K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-283- 2.49% |
$49.9K - $52.9K
|
11.1K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-291- 3.86% |
$51.3K - $54.4K
|
7.25K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-291- 1.07% |
$51.3K - $54.4K
|
27K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-298- 4.18% |
$52.6K - $55.7K
|
6.83K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 49.83% |
$52.9K - $56.1K
|
302
$54.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-311- 24.0% |
$54.9K - $58.1K
|
985
$179K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-322- 0.28% |
$56.8K - $60.2K
|
114K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-330- 7.58% |
$58.2K - $61.7K
|
4.02K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-335- 3.63% |
$59.1K - $62.6K
|
8.91K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-340- 43.42% |
$60K - $63.5K
|
443
$80.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-342- 0.51% |
$60.3K - $63.9K
|
67.3K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-343- 2.96% |
$60.5K - $64.1K
|
11.2K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-344- 9.82% |
$60.7K - $64.3K
|
3.16K
$574K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-353- 6.51% |
$62.3K - $66K
|
5.07K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-364- 12.38% |
$64.2K - $68K
|
2.58K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-365- 10.45% |
$64.4K - $68.2K
|
3.13K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-366- 0.89% |
$64.6K - $68.4K
|
40.8K
$7.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-368- 4.63% |
$64.9K - $68.8K
|
7.58K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-379- 6.01% |
$66.9K - $70.8K
|
5.92K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-386- 2.92% |
$68.1K - $72.1K
|
12.8K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-401- 6.6% |
$70.7K - $75K
|
5.67K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-415- 3.85% |
$73.2K - $77.6K
|
10.4K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-419- 1.95% |
$73.9K - $78.3K
|
21K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-421- 14.01% |
$74.3K - $78.7K
|
2.58K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-428- 2.06% |
$75.5K - $80K
|
20.4K
$3.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-436- 0.94% |
$76.9K - $81.5K
|
46K
$8.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-436- 5.55% |
$76.9K - $81.5K
|
7.41K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-439- 0.14% |
$77.4K - $82.1K
|
304K
$55.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-443- 0.95% |
$78.2K - $82.8K
|
46.3K
$8.41M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-443- 1.41% |
$78.2K - $82.8K
|
30.9K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-450- 0.14% |
$79.4K - $84.1K
|
319K
$57.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-451- 3.73% |
$79.6K - $84.3K
|
11.6K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-455- 0.56% |
$80.3K - $85K
|
81.3K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-478- 23.49% |
$84.3K - $89.3K
|
1.56K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-498- 1.36% |
$87.9K - $93.1K
|
36K
$6.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-501- 8.77% |
$88.4K - $93.6K
|
5.21K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-503- 22.06% |
$88.7K - $94K
|
1.78K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-517- 7.84% |
$91.2K - $96.6K
|
6.08K
$1.1M
|