Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Quality Facto (QUAL)
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 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
57+ 32.57% |
$8.24K - $9.43K
|
232
$42.4K
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
56New |
$8.1K - $9.26K
|
56
$10.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
55+ 0.16% |
$7.95K - $9.1K
|
33.8K
$6.17M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
54+ 7.85% |
$7.81K - $8.93K
|
742
$136K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
54+ 15.65% |
$7.81K - $8.93K
|
399
$72.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
51+ 2.26% |
$7.38K - $8.44K
|
2.31K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
51+ 1.65% |
$7.38K - $8.44K
|
3.14K
$574K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50+ 0.62% |
$7.23K - $8.27K
|
8.08K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
48New |
$6.94K - $7.94K
|
48
$8.77K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47+ 61.04% |
$6.8K - $7.78K
|
124
$22.7K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
47New |
$6.8K - $7.78K
|
47
$8.59K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45+ 60.0% |
$6.51K - $7.44K
|
120
$21.9K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 7.24% |
$6.36K - $7.28K
|
652
$119K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.71% |
$6.22K - $7.11K
|
6.11K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
39New |
$5.64K - $6.45K
|
39
$7.13K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
38+ 1.24% |
$5.5K - $6.29K
|
3.11K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.17% |
$5.5K - $6.29K
|
22K
$4.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 1.53% |
$5.35K - $6.12K
|
2.46K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37New |
$5.35K - $6.12K
|
37
$6.76K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35+ 1.19% |
$5.06K - $5.79K
|
2.99K
$546K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
33+ 0.3% |
$4.77K - $5.46K
|
11.2K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33+ 1.5% |
$4.77K - $5.46K
|
2.23K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32New |
$4.63K - $5.29K
|
32
$5.85K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
31+ 2.21% |
$4.48K - $5.13K
|
1.43K
$261K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
30New |
$4.34K - $4.96K
|
30
$5.48K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
30New |
$4.34K - $4.96K
|
30
$5.48K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
28New |
$4.05K - $4.63K
|
28
$5.12K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
26+ 0.45% |
$3.76K - $4.3K
|
5.83K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
25New |
$3.62K - $4.14K
|
25
$4.57K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
24+ 1.82% |
$3.47K - $3.97K
|
1.34K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
23+ 0.42% |
$3.33K - $3.81K
|
5.51K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22+ 0.79% |
$3.18K - $3.64K
|
2.8K
$511K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 18.6% |
$2.31K - $2.65K
|
102
$18.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
16New |
$2.31K - $2.65K
|
16
$2.92K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
15+ 2.66% |
$2.17K - $2.48K
|
578
$106K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15+ 0.03% |
$2.17K - $2.48K
|
47.9K
$8.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$1.45K - $1.65K
|
10
$1.83K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.44% |
$1.45K - $1.65K
|
2.3K
$420K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.67% |
$1.45K - $1.65K
|
1.5K
$274K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.36% |
$1.3K - $1.49K
|
2.53K
$462K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
8+ 0.23% |
$1.16K - $1.32K
|
3.48K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
7+ 0.3% |
$1.01K - $1.16K
|
2.32K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.3% |
$1.01K - $1.16K
|
2.38K
$435K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.1% |
$1.01K - $1.16K
|
6.93K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$868 - $993
|
1.84K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.04% |
$723 - $827
|
13.9K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.16% |
$723 - $827
|
3.08K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$723 - $827
|
5
$914
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.16% |
$578 - $662
|
2.48K
$453K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.28% |
$578 - $662
|
1.43K
$261K
|