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 18, 2024 Q1 2024
Oxinas Partners Wealth Management LLC

BUY
 -
3
+ 0.19%
$434 - $496
1.57K $286K
Apr 30, 2024 Q1 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
3
+ 0.16%
$434 - $496
1.89K $346K
May 13, 2024 Q1 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
3
+ 0.05%
$434 - $496
5.77K $1.05M
May 14, 2024 Q1 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.02%
$434 - $496
19K $3.47M
Apr 26, 2024 Q1 2024
Sterling Investment Counsel, LLC

BUY
 -
2
+ 0.07%
$289 - $331
2.68K $489K
Apr 17, 2024 Q1 2024
John W. Brooker & Co., Cp As

BUY
 -
1
+ 0.01%
$145 - $165
9.85K $1.8M
Apr 18, 2024 Q1 2024
Piscataqua Savings Bank

BUY
 -
1
New
$145 - $165
1 $183
May 10, 2024 Q1 2024
Providence First Trust CO

BUY
 -
1
+ 0.02%
$145 - $165
4.72K $863K
May 14, 2024 Q1 2024
Cadence Bank

Tupelo, MS
BUY
 -
1
+ 0.06%
$145 - $165
1.8K $328K
May 09, 2024 Q1 2024
Leo Wealth, LLC

Hurst, TX
SELL
 -
-1
- 0.04%
$145 - $165
2.23K $408K
May 10, 2024 Q1 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-2
- -0.0%
$289 - $331
44K $8.04M
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-4
- 0.21%
$578 - $662
1.94K $355K
Apr 19, 2024 Q1 2024
Lake Street Financial LLC

SELL
 -
-4
- 0.1%
$578 - $662
4.02K $734K
May 10, 2024 Q1 2024
Orion Capital Management LLC

SELL
 -
-5
- 0.32%
$723 - $827
1.57K $286K
Apr 29, 2024 Q1 2024
Financial Advisory Service, Inc.

SELL
 -
-6
- 2.01%
$868 - $993
293 $53.5K
May 08, 2024 Q1 2024
Abel Hall, LLC

Baton Rouge, LA
SELL
 -
-6
- 0.06%
$868 - $993
9.72K $1.78M
May 03, 2024 Q1 2024
Paulson Wealth Management Inc.

SELL
 -
-7
- 0.17%
$1.01K - $1.16K
4.22K $771K
May 09, 2024 Q1 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-7
- 0.12%
$1.01K - $1.16K
5.6K $1.02M
Apr 24, 2024 Q1 2024
Archford Capital Strategies, LLC

SELL
 -
-8
- 0.52%
$1.16K - $1.32K
1.53K $280K
Apr 29, 2024 Q1 2024
Yarger Wealth Strategies, LLC

Westerville, OH
SELL
 -
-8
- 0.21%
$1.16K - $1.32K
3.75K $686K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-8
- 1.41%
$1.16K - $1.32K
559 $102K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

SELL
 -
-10
- 1.17%
$1.45K - $1.65K
848 $155K
Apr 15, 2024 Q1 2024
Prosperity Planning, Inc.

SELL
 -
-11
- 0.74%
$1.59K - $1.82K
1.49K $271K
May 07, 2024 Q1 2024
Firestone Capital Management

SELL
 -
-12
- 0.33%
$1.74K - $1.99K
3.65K $667K
May 03, 2024 Q1 2024
Transcend Capital Advisors, LLC

SELL
 -
-15
- 0.08%
$2.17K - $2.48K
19K $3.48M
Apr 18, 2024 Q1 2024
Integrity Wealth Solutions LLC

Denver, CO
SELL
 -
-16
- 1.0%
$2.31K - $2.65K
1.58K $289K
May 09, 2024 Q1 2024
Lebenthal Global Advisors, LLC

SELL
 -
-20
- 0.9%
$2.89K - $3.31K
2.2K $401K
Apr 16, 2024 Q1 2024
Cambridge Advisors Inc.

SELL
 -
-23
- 1.43%
$3.33K - $3.81K
1.58K $289K
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

SELL
 -
-24
- 0.66%
$3.47K - $3.97K
3.64K $665K
May 03, 2024 Q1 2024
Hemenway Trust CO LLC

SELL
 -
-25
- 1.31%
$3.62K - $4.14K
1.89K $344K
Apr 25, 2024 Q1 2024
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-29
- 1.09%
$4.19K - $4.8K
2.64K $482K
Apr 25, 2024 Q1 2024
Chicago Partners Investment Group LLC

SELL
 -
-31
- 0.13%
$4.48K - $5.13K
24.5K $4.47M
May 03, 2024 Q1 2024
Carnegie Capital Asset Management, LLC

SELL
 -
-32
- 0.27%
$4.63K - $5.29K
11.6K $2.12M
May 07, 2024 Q1 2024
White Lighthouse Investment Management Inc.

SELL
 -
-33
- 0.96%
$4.77K - $5.46K
3.4K $621K
May 10, 2024 Q1 2024
Jordan Park Group LLC

SELL
 -
-34
- 0.55%
$4.92K - $5.62K
6.2K $1.13M
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
SELL
 -
-34
- 12.5%
$4.92K - $5.62K
238 $43.5K
May 07, 2024 Q1 2024
Bernardo Wealth Planning LLC

SELL
 -
-35
- 0.5%
$5.06K - $5.79K
7K $1.28M
May 14, 2024 Q1 2024
Prudential PLC

London, England, X0
SELL
 -
-35
- 0.65%
$5.06K - $5.79K
5.33K $973K
Apr 30, 2024 Q1 2024
Lodestone Wealth Management LLC

Spokane, WA
SELL
 -
-38
- 1.21%
$5.5K - $6.29K
3.12K $569K
Apr 12, 2024 Q1 2024
Retirement Planning Group

SELL
 -
-39
- 0.44%
$5.64K - $6.45K
8.87K $1.62M
May 06, 2024 Q1 2024
Oppenheimer & CO Inc

New York, NY
SELL
 -
-42
- 0.97%
$6.07K - $6.95K
4.3K $786K
Apr 15, 2024 Q1 2024
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-43
- 0.97%
$6.22K - $7.11K
4.4K $804K
Apr 26, 2024 Q1 2024
Advanced Asset Management Advisors Inc

Dublin, OH
SELL
 -
-44
- 3.15%
$6.36K - $7.28K
1.35K $247K
May 01, 2024 Q1 2024
Klingman & Associates, LLC

SELL
 -
-45
- 2.3%
$6.51K - $7.44K
1.91K $349K
May 09, 2024 Q1 2024
Sonoma Private Wealth LLC

San Francisco, CA
SELL
 -
-50
- 1.23%
$7.23K - $8.27K
4.01K $733K
May 15, 2024 Q1 2024
Beck Capital Management, LLC

Austin, TX
SELL
 -
-51
- 1.08%
$7.38K - $8.44K
4.67K $854K
Oct 28, 2024 Q1 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-51
- 7.49%
$7.38K - $8.44K
630 $115K
Apr 23, 2024 Q1 2024
Phillips Financial Management, LLC

SELL
 -
-53
- 68.83%
$7.66K - $8.77K
24 $4.39K
May 09, 2024 Q1 2024
Clearwater Capital Advisors, LLC

SELL
 -
-56
- 2.14%
$8.1K - $9.26K
2.56K $468K

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