Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 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
Apr 19, 2024 Q1 2024
Tempus Wealth Planning, LLC

BUY
 -
904
+ 35.87%
$131K - $150K
3.42K $626K
May 13, 2024 Q1 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
876
+ 2.54%
$127K - $145K
35.4K $6.46M
Apr 25, 2024 Q1 2024
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
863
+ 5.37%
$125K - $143K
16.9K $3.09M
May 10, 2024 Q1 2024
Herold Advisors, Inc.

BUY
 -
855
+ 40.93%
$124K - $141K
2.94K $538K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
834
New
$121K - $138K
834 $152K
May 15, 2024 Q1 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
829
+ 9.81%
$120K - $137K
9.28K $1.7M
May 02, 2024 Q1 2024
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
824
+ 0.88%
$119K - $136K
94K $17.2M
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
821
+ 19.25%
$119K - $136K
5.09K $929K
Apr 03, 2024 Q1 2024
Arden Trust CO

BUY
 -
813
+ 0.73%
$118K - $135K
112K $20.5M
May 02, 2024 Q1 2024
Quent Capital, LLC

BUY
 -
812
+ 4.22%
$117K - $134K
20.1K $3.67M
May 21, 2024 Q1 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
796
+ 0.3%
$115K - $132K
265K $48.4M
May 15, 2024 Q1 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
793
+ 6.17%
$115K - $131K
13.6K $2.49M
May 06, 2024 Q1 2024
Van Hulzen Asset Management, LLC

BUY
 -
763
+ 0.58%
$110K - $126K
132K $24.1M
Apr 12, 2024 Q1 2024
Dynamic Advisor Solutions LLC

BUY
 -
757
+ 13.44%
$109K - $125K
6.39K $1.17M
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
754
+ 183.9%
$109K - $125K
1.16K $213K
Apr 29, 2024 Q1 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
753
+ 11.08%
$109K - $125K
7.55K $1.38M
May 02, 2024 Q1 2024
Cabot Wealth Management Inc

BUY
 -
745
+ 2.62%
$108K - $123K
29.2K $5.33M
May 06, 2024 Q1 2024
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
742
+ 3.81%
$107K - $123K
20.2K $3.69M
May 10, 2024 Q1 2024
Jacobi Capital Management LLC

BUY
 -
732
+ 16.16%
$106K - $121K
5.26K $962K
Apr 30, 2024 Q1 2024
Bay Colony Advisory Group, Inc D

BUY
 -
714
+ 18.24%
$103K - $118K
4.63K $846K
Apr 23, 2024 Q1 2024
Essex Financial Services, Inc.

BUY
 -
700
+ 17.41%
$101K - $116K
4.72K $862K
May 10, 2024 Q1 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
695
+ 19.94%
$101K - $115K
4.18K $764K
Apr 12, 2024 Q1 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
684
+ 34.81%
$98.9K - $113K
2.65K $484K
May 14, 2024 Q1 2024
Custom Index Systems, LLC

New York, NY
BUY
 -
678
+ 14.31%
$98.1K - $112K
5.42K $989K
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
672
+ 1.67%
$97.2K - $111K
41K $7.48M
May 14, 2024 Q1 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
649
+ 21.75%
$93.9K - $107K
3.63K $664K
Apr 29, 2024 Q1 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
647
+ 10.5%
$93.6K - $107K
6.81K $1.24M
Apr 29, 2024 Q1 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
635
+ 299.53%
$91.8K - $105K
847 $155K
May 31, 2024 Q1 2024
First Citizens Financial Corp

BUY
 -
628
+ 3.44%
$90.8K - $104K
18.9K $3.45M
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
612
+ 5.48%
$88.5K - $101K
11.8K $2.15M
May 03, 2024 Q1 2024
Davenport & CO LLC

BUY
 -
607
+ 8.92%
$87.8K - $100K
7.41K $1.35M
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
601
+ 2.0%
$86.9K - $99.4K
30.7K $5.61M
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
595
+ 36.62%
$86K - $98.4K
2.22K $406K
Apr 23, 2024 Q1 2024
Pfg Private Wealth Management, LLC

BUY
 -
594
+ 2.21%
$85.9K - $98.3K
27.5K $5.02M
May 10, 2024 Q1 2024
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
578
+ 0.49%
$83.6K - $95.6K
118K $21.5M
Apr 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
575
+ 2.08%
$83.2K - $95.1K
28.2K $5.15M
May 13, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
560
+ 50.22%
$81K - $92.6K
1.68K $306K
May 08, 2024 Q1 2024
Keystone Financial Group

BUY
 -
544
+ 4.44%
$78.7K - $90K
12.8K $2.34M
Apr 16, 2024 Q1 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
538
+ 4.88%
$77.8K - $89K
11.6K $2.11M
May 14, 2024 Q1 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
533
+ 3.11%
$77.1K - $88.2K
17.7K $3.23M
Apr 18, 2024 Q1 2024
Alaska Permanent Capital Management

BUY
 -
523
+ 4.55%
$75.6K - $86.5K
12K $2.2M
May 14, 2024 Q1 2024
Rmb Capital Management, LLC

BUY
 -
510
+ 30.41%
$73.8K - $84.4K
2.19K $400K
May 14, 2024 Q1 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
496
+ 0.68%
$71.7K - $82.1K
73.2K $13.4M
Apr 11, 2024 Q1 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
494
+ 13.69%
$71.4K - $81.7K
4.1K $750K
Apr 25, 2024 Q1 2024
Carr Financial Group Corp

Worcester, MA
BUY
 -
484
+ 2.94%
$70K - $80.1K
16.9K $3.1M
Apr 15, 2024 Q1 2024
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
477
+ 1.06%
$69K - $78.9K
45.3K $8.28M
Apr 18, 2024 Q1 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
470
+ 30.01%
$68K - $77.8K
2.04K $372K
Apr 11, 2024 Q1 2024
Mjp Associates Inc

BUY
 -
449
+ 30.15%
$64.9K - $74.3K
1.94K $354K
May 02, 2024 Q1 2024
Schrum Private Wealth Management LLC

BUY
 -
443
+ 13.06%
$64.1K - $73.3K
3.83K $701K

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