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 29, 2024 Q1 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
185
+ 1.95%
$26.8K - $30.6K
9.67K $1.77M
May 08, 2024 Q1 2024
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
184
+ 2.54%
$26.6K - $30.4K
7.43K $1.36M
May 06, 2024 Q1 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
182
+ 0.15%
$26.3K - $30.1K
122K $22.3M
May 09, 2024 Q1 2024
Element Wealth, LLC

BUY
 -
180
+ 28.8%
$26K - $29.8K
805 $147K
May 10, 2024 Q1 2024
Argent Trust CO

Nashville, TN
BUY
 -
171
+ 1.51%
$24.7K - $28.3K
11.5K $2.1M
May 08, 2024 Q1 2024
Darden Wealth Group Inc

Ann Arbor, MI
BUY
 -
170
+ 6.98%
$24.6K - $28.1K
2.6K $476K
May 13, 2024 Q1 2024
Personal Cfo Solutions, LLC

BUY
 -
170
+ 5.98%
$24.6K - $28.1K
3.01K $550K
Apr 10, 2024 Q1 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
166
+ 0.5%
$24K - $27.5K
33.1K $6.04M
Apr 01, 2024 Q1 2024
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
165
+ 2.34%
$23.9K - $27.3K
7.21K $1.32M
Apr 11, 2024 Q1 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
165
+ 9.05%
$23.9K - $27.3K
1.99K $363K
May 13, 2024 Q1 2024
Tradition Wealth Management, LLC

BUY
 -
162
+ 0.14%
$23.4K - $26.8K
113K $20.7M
May 08, 2024 Q1 2024
Ieq Capital, LLC

BUY
 -
161
+ 2.32%
$23.3K - $26.6K
7.11K $1.3M
May 08, 2024 Q1 2024
Belpointe Asset Management LLC

BUY
 -
160
+ 4.2%
$23.1K - $26.5K
3.97K $725K
May 02, 2024 Q1 2024
Financial Counselors Inc

BUY
 -
158
+ 7.31%
$22.8K - $26.1K
2.32K $424K
Apr 30, 2024 Q1 2024
Hb Wealth Management, LLC

BUY
 -
155
+ 2.27%
$22.4K - $25.6K
6.99K $1.28M
May 03, 2024 Q1 2024
Gables Capital Management Inc.

BUY
 -
154
New
$22.3K - $25.5K
154 $28.1K
Apr 15, 2024 Q1 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
148
+ 0.94%
$21.4K - $24.5K
15.8K $2.89M
May 13, 2024 Q1 2024
Coldstream Capital Management Inc

BUY
 -
147
+ 2.7%
$21.3K - $24.3K
5.58K $1.02M
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
142
New
$20.5K - $23.5K
142 $25.9K
Apr 11, 2024 Q1 2024
City State Bank

Norwalk, IA
BUY
 -
141
+ 123.68%
$20.4K - $23.3K
255 $46.6K
Apr 24, 2024 Q1 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
141
+ 8.24%
$20.4K - $23.3K
1.85K $339K
May 06, 2024 Q1 2024
Pfg Advisors

BUY
 -
141
+ 0.17%
$20.4K - $23.3K
84.4K $15.4M
Apr 12, 2024 Q1 2024
Dlk Investment Management, LLC

Solana Beach, CA
BUY
 -
138
+ 3.58%
$20K - $22.8K
3.99K $729K
Nov 01, 2024 Q1 2024
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
131
+ 9.27%
$18.9K - $21.7K
1.54K $282K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
128
+ 2.35%
$18.5K - $21.2K
5.58K $1.02M
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
123
+ 73.21%
$17.8K - $20.3K
291 $53.2K
Apr 24, 2024 Q1 2024
Iag Wealth Partners, LLC

BUY
 -
122
+ 23.69%
$17.6K - $20.2K
637 $116K
Apr 11, 2024 Q1 2024
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
121
+ 0.28%
$17.5K - $20K
42.8K $7.81M
May 07, 2024 Q1 2024
North Rock Partners, LLC

BUY
 -
121
+ 3.25%
$17.5K - $20K
3.84K $701K
Apr 12, 2024 Q1 2024
Thompson Investment Management, Inc.

BUY
 -
117
+ 50.87%
$16.9K - $19.4K
347 $63.4K
May 08, 2024 Q1 2024
Delta Investment Management, LLC

BUY
 -
113
+ 7.21%
$16.3K - $18.7K
1.68K $307K
May 09, 2024 Q1 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
105
+ 26.58%
$15.2K - $17.4K
500 $91.4K
May 08, 2024 Q1 2024
Stuart Chaussee & Associates, Inc.

BUY
 -
102
New
$14.8K - $16.9K
102 $18.6K
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
100
New
$14.5K - $16.5K
100 $18.3K
May 10, 2024 Q1 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
100
+ 1.66%
$14.5K - $16.5K
6.13K $1.12M
May 10, 2024 Q1 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
92
+ 4.9%
$13.3K - $15.2K
1.97K $360K
May 15, 2024 Q1 2024
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
90
+ 4.07%
$13K - $14.9K
2.3K $420K
Apr 16, 2024 Q1 2024
Norway Savings Bank

BUY
 -
84
+ 0.4%
$12.1K - $13.9K
21K $3.84M
Apr 09, 2024 Q1 2024
Northwest Capital Management Inc

BUY
 -
80
+ 0.61%
$11.6K - $13.2K
13.3K $2.43M
Apr 30, 2024 Q1 2024
Ls Investment Advisors, LLC

BUY
 -
80
+ 2.86%
$11.6K - $13.2K
2.87K $525K
Apr 03, 2024 Q1 2024
Dentgroup LLC

BUY
 -
73
+ 0.86%
$10.6K - $12.1K
8.52K $1.56M
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
73
+ 0.51%
$10.6K - $12.1K
14.3K $2.62M
Apr 30, 2024 Q1 2024
Fortis Capital Management LLC

BUY
 -
70
+ 0.29%
$10.1K - $11.6K
24.3K $4.44M
May 02, 2024 Q1 2024
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
68
+ 3.55%
$9.83K - $11.2K
1.98K $362K
May 10, 2024 Q1 2024
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
68
+ 0.13%
$9.83K - $11.2K
52.8K $9.65M
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
66
+ 27.16%
$9.54K - $10.9K
309 $56.5K
Apr 18, 2024 Q1 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
64
New
$9.26K - $10.6K
64 $11.7K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
62
New
$8.97K - $10.3K
62 $11.3K
May 14, 2024 Q1 2024
Rathbones Group PLC

Liverpool, X0
BUY
 -
58
+ 1.7%
$8.39K - $9.6K
3.47K $633K

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