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 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.67K+ 1.36% |
$472K - $500K
|
199K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.67K+ 0.67% |
$471K - $498K
|
402K
$73M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.64KNew |
$466K - $494K
|
2.64K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.57K+ 27.4% |
$453K - $480K
|
11.9K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
2.57K+ 16.52% |
$453K - $480K
|
18.1K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.56K+ 1.34% |
$452K - $479K
|
193K
$35.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$452K - $478K
|
2.56K
$465K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.5K+ 22.45% |
$441K - $467K
|
13.6K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.48KNew |
$438K - $464K
|
2.48K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.47KNew |
$435K - $461K
|
2.47K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.46K+ 23.22% |
$435K - $460K
|
13.1K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45K+ 8.97% |
$432K - $458K
|
29.8K
$5.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.44K+ 2.06% |
$430K - $455K
|
121K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.43K+ 47.4% |
$428K - $453K
|
7.54K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.42KNew |
$428K - $453K
|
2.42K
$440K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.4KNew |
$423K - $448K
|
2.4K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.38KNew |
$420K - $445K
|
2.38K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.37K+ 62.92% |
$417K - $442K
|
6.12K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.33K+ 21.61% |
$411K - $435K
|
13.1K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.31K+ 79.54% |
$408K - $432K
|
5.22K
$948K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.31K+ 1.25% |
$408K - $432K
|
187K
$33.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.31KNew |
$407K - $431K
|
2.31K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.25K+ 24.24% |
$397K - $421K
|
11.5K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.23K+ 3.5% |
$394K - $417K
|
66K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.23K+ 8.04% |
$393K - $417K
|
30K
$5.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 1.14% |
$393K - $416K
|
198K
$35.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.23KNew |
$393K - $416K
|
2.23K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.21K+ 1.74% |
$390K - $414K
|
130K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.17KNew |
$382K - $405K
|
2.17K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$379K - $402K
|
2.15K
$391K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.12K+ 3.7% |
$375K - $397K
|
59.5K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.11KNew |
$373K - $395K
|
2.11K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.11K+ 155.98% |
$373K - $395K
|
3.47K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 2.04% |
$371K - $393K
|
105K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.1K+ 2.19% |
$370K - $392K
|
97.9K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 6.8% |
$368K - $390K
|
32.8K
$5.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.06KNew |
$363K - $385K
|
2.06K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.05K+ 8.16% |
$362K - $383K
|
27.2K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.05K+ 6.07% |
$361K - $383K
|
35.8K
$6.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.03KNew |
$358K - $379K
|
2.03K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.02K+ 25.27% |
$357K - $378K
|
10K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.02K+ 4.23% |
$357K - $378K
|
49.8K
$9.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2K+ 31.48% |
$353K - $374K
|
8.35K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.98K+ 3.06% |
$349K - $370K
|
66.6K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.97KNew |
$348K - $368K
|
1.97K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.97KNew |
$347K - $368K
|
1.97K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.96KNew |
$345K - $366K
|
1.96K
$355K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.95KNew |
$344K - $364K
|
1.95K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.95K+ 2.18% |
$343K - $364K
|
91.3K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.93K+ 30.04% |
$340K - $360K
|
8.34K
$1.51M
|