Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2024 Q2 2024
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
256
+ 11.14%
$39.6K - $44.3K
2.56K $460K
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
251
+ 1.94%
$38.8K - $43.5K
13.2K $2.37M
Jul 26, 2024 Q2 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
246
+ 0.91%
$38K - $42.6K
27.2K $4.9M
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
243
+ 63.78%
$37.6K - $42.1K
624 $112K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
242
New
$37.4K - $41.9K
242 $43.6K
Aug 02, 2024 Q2 2024
Carmichael Hill & Associates, Inc.

BUY
 -
242
+ 19.79%
$37.4K - $41.9K
1.47K $264K
Jul 12, 2024 Q2 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
240
+ 4.28%
$37.1K - $41.6K
5.84K $1.05M
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
238
New
$36.8K - $41.2K
238 $42.8K
Jul 24, 2024 Q2 2024
Herold Advisors, Inc.

BUY
 -
238
+ 8.08%
$36.8K - $41.2K
3.18K $573K
Jul 18, 2024 Q2 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
237
+ 7.7%
$36.6K - $41K
3.31K $597K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
223
New
$34.5K - $38.6K
223 $40.1K
Aug 13, 2024 Q2 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
221
+ 0.68%
$34.2K - $38.3K
32.6K $5.86M
Aug 01, 2024 Q2 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
220
+ 0.38%
$34K - $38.1K
57.8K $10.4M
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
219
+ 3.69%
$33.8K - $37.9K
6.16K $1.11M
Jul 10, 2024 Q2 2024
Exchange Bank

Santa Rosa, CA
BUY
 -
216
+ 14.96%
$33.4K - $37.4K
1.66K $299K
Aug 02, 2024 Q2 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
212
+ 2.96%
$32.8K - $36.7K
7.37K $1.33M
Jul 09, 2024 Q2 2024
Trust CO Of Vermont

BUY
 -
207
+ 8.91%
$32K - $35.9K
2.53K $455K
Aug 05, 2024 Q2 2024
Blue Bell Private Wealth Management, LLC

BUY
 -
200
+ 63.09%
$30.9K - $34.6K
517 $93.1K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
199
+ 68.38%
$30.8K - $34.5K
490 $88.2K
Aug 27, 2024 Q2 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
189
+ 0.87%
$29.2K - $32.7K
21.9K $3.94M
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
189
+ 7.83%
$29.2K - $32.7K
2.6K $468K
Aug 09, 2024 Q2 2024
Horan Securities, Inc.

BUY
 -
187
+ 3.71%
$28.9K - $32.4K
5.23K $941K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
186
+ 2.51%
$28.7K - $32.2K
7.6K $1.37M
Jul 09, 2024 Q2 2024
Arden Trust CO

BUY
 -
182
+ 0.16%
$28.1K - $31.5K
112K $20.2M
Jul 18, 2024 Q2 2024
Private Capital Management LLC

BUY
 -
182
+ 1.01%
$28.1K - $31.5K
18.2K $3.27M
Aug 06, 2024 Q2 2024
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
182
+ 0.18%
$28.1K - $31.5K
104K $18.7M
Jul 15, 2024 Q2 2024
Washington Trust CO

BUY
 -
174
+ 2.99%
$26.9K - $30.1K
5.99K $1.08M
Aug 14, 2024 Q2 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
172
+ 3.02%
$26.6K - $29.8K
5.87K $1.06M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
172
+ 3.04%
$26.6K - $29.8K
5.82K $1.05M
Aug 05, 2024 Q2 2024
Cahaba Wealth Management, Inc.

BUY
 -
170
+ 2.92%
$26.3K - $29.4K
6K $1.08M
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
158
+ 6.3%
$24.4K - $27.4K
2.67K $480K
Jul 12, 2024 Q2 2024
Lake Street Financial LLC

BUY
 -
154
+ 3.83%
$23.8K - $26.7K
4.17K $751K
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
150
+ 0.04%
$23.2K - $26K
408K $73.5M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
149
+ 2.18%
$23K - $25.8K
6.99K $1.26M
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
146
+ 1.96%
$22.6K - $25.3K
7.61K $1.37M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
142
+ 22.54%
$21.9K - $24.6K
772 $139K
Jul 31, 2024 Q2 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
137
New
$21.2K - $23.7K
137 $24.7K
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
136
+ 0.71%
$21K - $23.6K
19.4K $3.49M
Jul 17, 2024 Q2 2024
Good Life Advisors, LLC

BUY
 -
132
+ 0.27%
$20.4K - $22.9K
48.3K $8.69M
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
130
+ 0.53%
$20.1K - $22.5K
24.6K $4.43M
Jul 26, 2024 Q2 2024
Whittier Trust CO

BUY
 -
130
New
$20.1K - $22.5K
130 $23.4K
Jul 16, 2024 Q2 2024
Diversified Trust CO

BUY
 -
129
+ 3.55%
$19.9K - $22.3K
3.77K $678K
Jul 29, 2024 Q2 2024
Axim Planning & Wealth

Dayton, OH
BUY
 -
129
+ 6.45%
$19.9K - $22.3K
2.13K $383K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
126
New
$19.5K - $21.8K
126 $22.7K
Jul 24, 2024 Q2 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
126
+ 5.34%
$19.5K - $21.8K
2.49K $447K
Jul 08, 2024 Q2 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
123
+ 49.4%
$19K - $21.3K
372 $67K
Jul 23, 2024 Q2 2024
Atlas Brown,Inc.

BUY
 -
122
+ 5.89%
$18.9K - $21.1K
2.19K $395K
Aug 14, 2024 Q2 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
119
+ 8.32%
$18.4K - $20.6K
1.55K $279K
Jul 31, 2024 Q2 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
116
+ 14.93%
$17.9K - $20.1K
893 $161K

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