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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-179- 8.46% |
$25.9K - $29.6K
|
1.94K
$354K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-187- 0.48% |
$27K - $30.9K
|
38.7K
$7.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-191- 7.49% |
$27.6K - $31.6K
|
2.36K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-195- 16.77% |
$28.2K - $32.3K
|
968
$177K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-196- 4.72% |
$28.3K - $32.4K
|
3.96K
$723K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-197- 8.96% |
$28.5K - $32.6K
|
2K
$366K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-199- 13.46% |
$28.8K - $32.9K
|
1.28K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-200- 5.44% |
$28.9K - $33.1K
|
3.48K
$635K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-202- 7.11% |
$29.2K - $33.4K
|
2.64K
$483K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-203- 1.32% |
$29.4K - $33.6K
|
15.2K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-205- 0.56% |
$29.6K - $33.9K
|
36.4K
$6.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-210- 3.48% |
$30.4K - $34.7K
|
5.83K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-211- 1.23% |
$30.5K - $34.9K
|
17K
$3.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-219- 1.52% |
$31.7K - $36.2K
|
14.2K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-232- 6.29% |
$33.6K - $38.4K
|
3.46K
$632K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-238- 1.31% |
$34.4K - $39.4K
|
18K
$3.28M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-238- 0.17% |
$34.4K - $39.4K
|
137K
$25M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-245- 10.03% |
$35.4K - $40.5K
|
2.2K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-247- 1.97% |
$35.7K - $40.9K
|
12.3K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-248- 0.87% |
$35.9K - $41K
|
28.3K
$5.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-250- 6.51% |
$36.2K - $41.4K
|
3.59K
$656K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-252- 15.77% |
$36.4K - $41.7K
|
1.35K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-253- 45.02% |
$36.6K - $41.9K
|
309
$56.5K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-257- 3.8% |
$37.2K - $42.5K
|
6.51K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-268- 2.35% |
$38.8K - $44.3K
|
11.1K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-270- 24.75% |
$39K - $44.7K
|
821
$150K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-272- 28.19% |
$39.3K - $45K
|
693
$127K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-276- 3.71% |
$39.9K - $45.7K
|
7.17K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-280- 4.68% |
$40.5K - $46.3K
|
5.7K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-284- 2.42% |
$41.1K - $47K
|
11.5K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-284- 1.11% |
$41.1K - $47K
|
25.4K
$4.64M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-285- 9.45% |
$41.2K - $47.2K
|
2.73K
$499K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-288- 11.16% |
$41.7K - $47.6K
|
2.29K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-307- 7.04% |
$44.4K - $50.8K
|
4.05K
$741K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-308- 12.07% |
$44.5K - $51K
|
2.24K
$410K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-311- 7.29% |
$45K - $51.5K
|
3.96K
$723K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-321- 1.18% |
$46.4K - $53.1K
|
26.8K
$4.9M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-335- 8.07% |
$48.4K - $55.4K
|
3.82K
$697K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-340- 4.69% |
$49.2K - $56.2K
|
6.9K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-341- 0.77% |
$49.3K - $56.4K
|
44K
$8.05M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-342- 3.77% |
$49.5K - $56.6K
|
8.72K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-343- 10.57% |
$49.6K - $56.7K
|
2.9K
$530K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-346- 15.92% |
$50K - $57.2K
|
1.83K
$334K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-347- 24.93% |
$50.2K - $57.4K
|
1.05K
$191K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-348- 18.32% |
$50.3K - $57.6K
|
1.55K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-358- 8.88% |
$51.8K - $59.2K
|
3.68K
$671K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-362- 0.91% |
$52.4K - $59.9K
|
39.5K
$7.22M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-364- 7.6% |
$52.6K - $60.2K
|
4.43K
$809K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-365- 11.53% |
$52.8K - $60.4K
|
2.8K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-367- 0.63% |
$53.1K - $60.7K
|
58K
$10.6M
|