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 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.6K+ 79.08% |
$2.05M - $2.17M
|
26.3K
$4.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 10.21% |
$2.04M - $2.17M
|
125K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11.3K+ 22.03% |
$2M - $2.12M
|
62.7K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 90.99% |
$1.92M - $2.03M
|
22.8K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$1.86M - $1.97M
|
10.5K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.3K+ 18.15% |
$1.83M - $1.93M
|
67.4K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$1.81M - $1.91M
|
10.2K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10.1KNew |
$1.79M - $1.89M
|
10.1K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10K+ 88.9% |
$1.77M - $1.88M
|
21.3K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 48.84% |
$1.77M - $1.87M
|
30.6K
$5.55M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.9K+ 15.46% |
$1.75M - $1.85M
|
74K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
9.68K+ 9.77% |
$1.71M - $1.81M
|
109K
$19.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.62K+ 4.57% |
$1.7M - $1.8M
|
220K
$40M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.46KNew |
$1.67M - $1.77M
|
9.46K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
9.38KNew |
$1.65M - $1.75M
|
9.38K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
9.34KNew |
$1.65M - $1.75M
|
9.34K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.13KNew |
$1.61M - $1.71M
|
9.13K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.13K+ 2.03% |
$1.61M - $1.71M
|
458K
$83.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.12K+ 2.2% |
$1.61M - $1.7M
|
424K
$77M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.93K+ 37.18% |
$1.57M - $1.67M
|
32.9K
$5.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
8.85KNew |
$1.56M - $1.65M
|
8.85K
$1.61M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
8.71KNew |
$1.54M - $1.63M
|
8.71K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
8.61KNew |
$1.52M - $1.61M
|
8.61K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
8.16KNew |
$1.44M - $1.53M
|
8.16K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.08KNew |
$1.42M - $1.51M
|
8.08K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.07KNew |
$1.42M - $1.51M
|
8.07K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
8.03K+ 3.89% |
$1.42M - $1.5M
|
214K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8K+ 3.85% |
$1.41M - $1.49M
|
216K
$39.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.94K+ 15.96% |
$1.4M - $1.48M
|
57.7K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.75KNew |
$1.37M - $1.45M
|
7.75K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
7.71KNew |
$1.36M - $1.44M
|
7.71K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.63K+ 33.41% |
$1.35M - $1.43M
|
30.4K
$5.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.62K+ 10.19% |
$1.35M - $1.43M
|
82.5K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7.62KNew |
$1.34M - $1.42M
|
7.62K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.62K+ 2.52% |
$1.34M - $1.42M
|
310K
$56.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
7.5KNew |
$1.32M - $1.4M
|
7.5K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.48K+ 1.91% |
$1.32M - $1.4M
|
399K
$72.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 2.24% |
$1.32M - $1.39M
|
340K
$61.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.4KNew |
$1.31M - $1.38M
|
7.4K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
7.23K+ 1.76% |
$1.27M - $1.35M
|
418K
$75.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.15KNew |
$1.26M - $1.34M
|
7.15K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
7.09KNew |
$1.25M - $1.33M
|
7.09K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.05K+ 1166.72% |
$1.24M - $1.32M
|
7.65K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.04K+ 21.12% |
$1.24M - $1.32M
|
40.4K
$7.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.01K+ 14.5% |
$1.24M - $1.31M
|
55.4K
$10.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.86K+ 5.02% |
$1.21M - $1.28M
|
143K
$26M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.71KNew |
$1.18M - $1.25M
|
6.71K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.68KNew |
$1.18M - $1.25M
|
6.68K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.62KNew |
$1.17M - $1.24M
|
6.62K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.58K+ 7.77% |
$1.16M - $1.23M
|
91.3K
$16.6M
|