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 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.66K- 4.23% |
$998K - $1.06M
|
128K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.7K- 2.74% |
$1.01M - $1.07M
|
203K
$36.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.83K- 6.26% |
$1.03M - $1.09M
|
87.3K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-5.85K- 2.99% |
$1.03M - $1.09M
|
190K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.12K- 7.2% |
$1.08M - $1.14M
|
78.8K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-6.72K- 4.95% |
$1.18M - $1.26M
|
129K
$23.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.85K- 55.29% |
$1.21M - $1.28M
|
5.54K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.92K- 17.84% |
$1.22M - $1.29M
|
31.8K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.94K- 25.05% |
$1.22M - $1.3M
|
20.8K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-7.06K- 5.19% |
$1.25M - $1.32M
|
129K
$23.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.25K- 8.9% |
$1.28M - $1.36M
|
74.2K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.27K- 71.41% |
$1.28M - $1.36M
|
2.91K
$529K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.29K- 4.97% |
$1.29M - $1.36M
|
139K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.37K- 58.78% |
$1.3M - $1.38M
|
5.17K
$939K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7.92K- 30.98% |
$1.4M - $1.48M
|
17.6K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.2K- 10.68% |
$1.45M - $1.53M
|
68.6K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.5K- 27.13% |
$1.5M - $1.59M
|
22.8K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.65K- 55.42% |
$1.53M - $1.62M
|
6.96K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-8.76K- 59.4% |
$1.54M - $1.64M
|
5.99K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.46K- 76.14% |
$1.67M - $1.77M
|
2.97K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.51K- 0.21% |
$1.68M - $1.78M
|
4.57M
$831M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.5K- 10.32% |
$1.85M - $1.96M
|
91.2K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-10.6K- 3.13% |
$1.86M - $1.97M
|
327K
$59.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-10.6K- 30.42% |
$1.87M - $1.98M
|
24.2K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 2.19% |
$1.88M - $1.99M
|
476K
$86.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 7.68% |
$1.9M - $2.01M
|
130K
$23.5M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-10.9K- 57.87% |
$1.92M - $2.04M
|
7.93K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.3K- 46.43% |
$2M - $2.12M
|
13.1K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.4K- 3.74% |
$2.01M - $2.13M
|
293K
$53.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.5K- 20.64% |
$2.03M - $2.15M
|
44.2K
$8.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.6K- 65.61% |
$2.05M - $2.17M
|
6.1K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.96% |
$2.08M - $2.2M
|
386K
$70.2M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 2.23% |
$2.25M - $2.38M
|
558K
$101M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13K- 1.02% |
$2.29M - $2.42M
|
1.25M
$228M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-14.4K- 2.35% |
$2.54M - $2.69M
|
599K
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15K- 5.63% |
$2.64M - $2.8M
|
251K
$45.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-16.1K- 62.4% |
$2.84M - $3.01M
|
9.7K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-17K- 53.14% |
$3M - $3.17M
|
15K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.3K- 74.28% |
$3.05M - $3.23M
|
5.99K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-17.7K- 52.64% |
$3.13M - $3.32M
|
16K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-18.4K- 18.22% |
$3.24M - $3.43M
|
82.5K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-19.1K- 24.3% |
$3.38M - $3.58M
|
59.6K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 47.99% |
$3.45M - $3.65M
|
21.2K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.9K- 8.16% |
$3.51M - $3.72M
|
224K
$40.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 19.63% |
$3.52M - $3.73M
|
81.7K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-20.8K- 22.67% |
$3.67M - $3.89M
|
71K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.1K- 1.69% |
$3.72M - $3.94M
|
1.22M
$222M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.8K- 14.23% |
$3.84M - $4.07M
|
131K
$23.9M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.5K- 92.29% |
$4.14M - $4.39M
|
1.96K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-24.3K- 8.65% |
$4.29M - $4.54M
|
257K
$46.6M
|