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 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.52K+ 220.98% |
$1.15M - $1.22M
|
9.47K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.49K+ 180.94% |
$1.14M - $1.21M
|
10.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.43K+ 8.22% |
$1.13M - $1.2M
|
84.6K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.37K+ 1.93% |
$1.12M - $1.19M
|
335K
$60.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.25K+ 41.06% |
$1.1M - $1.17M
|
21.5K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.17K+ 2.4% |
$1.09M - $1.15M
|
263K
$47.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.16K+ 21.77% |
$1.09M - $1.15M
|
34.5K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
6.14K+ 8.35% |
$1.08M - $1.15M
|
79.7K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6KNew |
$1.06M - $1.12M
|
6K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.98K+ 20.67% |
$1.06M - $1.12M
|
34.9K
$6.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.84KNew |
$1.03M - $1.09M
|
5.84K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.72K+ 11.59% |
$1.01M - $1.07M
|
55.1K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.64KNew |
$994K - $1.05M
|
5.64K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.54K+ 29.86% |
$978K - $1.04M
|
24.1K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
5.52KNew |
$973K - $1.03M
|
5.52K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.51KNew |
$972K - $1.03M
|
5.51K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.5KNew |
$970K - $1.03M
|
5.5K
$999K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.48K+ 2.53% |
$967K - $1.02M
|
222K
$40.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 15.66% |
$963K - $1.02M
|
40.3K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.33K+ 2.11% |
$940K - $996K
|
258K
$46.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.19K+ 5.29% |
$915K - $969K
|
103K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 7.15% |
$907K - $961K
|
77K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.13KNew |
$905K - $959K
|
5.13K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.12K+ 28.15% |
$903K - $957K
|
23.3K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.1K+ 4.11% |
$900K - $954K
|
129K
$23.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.04KNew |
$889K - $942K
|
5.04K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.02K+ 9.19% |
$886K - $939K
|
59.7K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.02K+ 4.58% |
$886K - $938K
|
115K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.99K+ 4.34% |
$879K - $932K
|
120K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.98KNew |
$878K - $930K
|
4.98K
$904K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.88KNew |
$861K - $912K
|
4.88K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.82K+ 18.22% |
$851K - $901K
|
31.3K
$5.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.78K+ 7.06% |
$842K - $892K
|
72.4K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.65KNew |
$820K - $869K
|
4.65K
$844K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.64KNew |
$818K - $867K
|
4.64K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.56K+ 4.95% |
$804K - $852K
|
96.7K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.43KNew |
$782K - $829K
|
4.43K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.36K+ 23.37% |
$768K - $814K
|
23K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.28K+ 3.1% |
$756K - $801K
|
143K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.27K+ 4.45% |
$754K - $799K
|
100K
$18.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.24K+ 2.53% |
$749K - $793K
|
172K
$31.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.16K+ 6.56% |
$734K - $778K
|
67.6K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.14K+ 2.38% |
$731K - $774K
|
178K
$32.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.13K+ 0.53% |
$729K - $772K
|
784K
$142M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.12K+ 1.51% |
$727K - $770K
|
277K
$50.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
4.09K+ 3.22% |
$722K - $765K
|
131K
$23.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.05K+ 3.89% |
$714K - $757K
|
108K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.04K+ 16.96% |
$712K - $755K
|
27.8K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
4.01KNew |
$707K - $749K
|
4.01K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.99K+ 7.06% |
$703K - $745K
|
60.4K
$11M
|