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
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.91K+ 197.72% |
$336K - $356K
|
2.87K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.89K+ 117.37% |
$333K - $352K
|
3.49K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
1.88KNew |
$332K - $352K
|
1.88K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.88KNew |
$332K - $352K
|
1.88K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.88K+ 2.34% |
$331K - $350K
|
82.1K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.87K+ 16.31% |
$330K - $350K
|
13.4K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.87KNew |
$330K - $350K
|
1.87K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.85K+ 21.72% |
$327K - $346K
|
10.4K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 70.64% |
$326K - $346K
|
4.47K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.85K+ 1.32% |
$326K - $346K
|
142K
$25.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.84K+ 9.6% |
$325K - $344K
|
21K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.84KNew |
$324K - $344K
|
1.84K
$334K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.81K+ 3.19% |
$319K - $338K
|
58.5K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
1.8KNew |
$318K - $336K
|
1.8K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.77K+ 15.81% |
$312K - $331K
|
13K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.74K+ 3.19% |
$308K - $326K
|
56.5K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.74K+ 0.58% |
$308K - $326K
|
301K
$54.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.74K+ 48.01% |
$307K - $325K
|
5.36K
$973K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.73K+ 4.91% |
$305K - $324K
|
37K
$6.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.73K+ 3.0% |
$305K - $323K
|
59.4K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.72K+ 3.55% |
$304K - $322K
|
50.2K
$9.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.72K+ 15.79% |
$303K - $321K
|
12.6K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.71KNew |
$302K - $320K
|
1.71K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.7K+ 3.87% |
$300K - $318K
|
45.6K
$8.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
1.68K+ 7.59% |
$297K - $315K
|
23.9K
$4.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.66KNew |
$293K - $311K
|
1.66K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.66K+ 3.02% |
$293K - $310K
|
56.6K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.65KNew |
$290K - $307K
|
1.65K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.62K+ 35.94% |
$285K - $302K
|
6.12K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.61KNew |
$283K - $300K
|
1.61K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.6KNew |
$283K - $300K
|
1.6K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.59K+ 11.12% |
$281K - $297K
|
15.9K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.58K+ 28.68% |
$279K - $296K
|
7.09K
$1.29M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.58K+ 34.06% |
$279K - $295K
|
6.22K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.55K+ 32.45% |
$273K - $289K
|
6.31K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.54KNew |
$272K - $288K
|
1.54K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.54K+ 2.33% |
$272K - $288K
|
67.5K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.54KNew |
$271K - $287K
|
1.54K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.53K+ 3.86% |
$270K - $286K
|
41.1K
$7.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
1.5K+ 1.5% |
$264K - $280K
|
102K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.48K+ 13.1% |
$261K - $277K
|
12.8K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.48KNew |
$261K - $276K
|
1.48K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 10.44% |
$258K - $273K
|
15.5K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 3.13% |
$254K - $269K
|
47.3K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.42K+ 41.16% |
$250K - $265K
|
4.86K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.41K+ 9.97% |
$249K - $264K
|
15.6K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.41KNew |
$249K - $264K
|
1.41K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.4K+ 4.76% |
$247K - $261K
|
30.7K
$5.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.38KNew |
$244K - $258K
|
1.38K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.37K+ 3.4% |
$242K - $257K
|
41.8K
$7.58M
|