Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
86+ 5.92% |
$14K - $15.4K
|
1.54K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
86+ 4.29% |
$14K - $15.4K
|
2.09K
$387K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
85New |
$13.8K - $15.2K
|
85
$15.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
84+ 5.09% |
$13.7K - $15.1K
|
1.73K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
84+ 3.28% |
$13.7K - $15.1K
|
2.65K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
82+ 5.12% |
$13.3K - $14.7K
|
1.69K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
81+ 1.72% |
$13.2K - $14.5K
|
4.78K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
80+ 0.94% |
$13K - $14.3K
|
8.55K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
79+ 0.61% |
$12.8K - $14.2K
|
13K
$2.41M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
79+ 1.29% |
$12.8K - $14.2K
|
6.21K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
78+ 3.9% |
$12.7K - $14K
|
2.08K
$385K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
77+ 14.21% |
$12.5K - $13.8K
|
619
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 8.91% |
$12.4K - $13.6K
|
929
$172K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
75New |
$12.2K - $13.4K
|
75
$13.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
75+ 6.21% |
$12.2K - $13.4K
|
1.28K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
73+ 0.3% |
$11.9K - $13.1K
|
24.4K
$4.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
72+ 0.34% |
$11.7K - $12.9K
|
21K
$3.89M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
71+ 4.89% |
$11.5K - $12.7K
|
1.52K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
68+ 4.66% |
$11.1K - $12.2K
|
1.53K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
68+ 1.16% |
$11.1K - $12.2K
|
5.91K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
67+ 3.0% |
$10.9K - $12K
|
2.3K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
67+ 3.17% |
$10.9K - $12K
|
2.18K
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
66+ 1.31% |
$10.7K - $11.8K
|
5.12K
$947K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
61+ 4.72% |
$9.92K - $10.9K
|
1.35K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
59+ 95.16% |
$9.6K - $10.6K
|
121
$22.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 3.6% |
$9.43K - $10.4K
|
1.67K
$309K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
55+ 2.18% |
$8.95K - $9.86K
|
2.58K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
54+ 15.3% |
$8.78K - $9.68K
|
407
$75.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
52+ 2.73% |
$8.46K - $9.32K
|
1.96K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
48New |
$7.81K - $8.61K
|
48
$8.89K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 2.1% |
$7.16K - $7.89K
|
2.14K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
41+ 18.3% |
$6.67K - $7.35K
|
265
$49.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
40+ 0.32% |
$6.51K - $7.17K
|
12.4K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
39+ 2.04% |
$6.34K - $6.99K
|
1.95K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38New |
$6.18K - $6.81K
|
38
$7.03K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36New |
$5.86K - $6.45K
|
36
$6.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
35+ 2.95% |
$5.69K - $6.28K
|
1.22K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
34+ 0.08% |
$5.53K - $6.1K
|
40.2K
$7.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
33+ 4.38% |
$5.37K - $5.92K
|
787
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33+ 12.64% |
$5.37K - $5.92K
|
294
$54.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29+ 0.31% |
$4.72K - $5.2K
|
9.48K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
29New |
$4.72K - $5.2K
|
29
$5.37K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 1.91% |
$4.55K - $5.02K
|
1.49K
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
27New |
$4.39K - $4.84K
|
27
$5K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.96% |
$4.07K - $4.48K
|
2.62K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
24+ 1.06% |
$3.9K - $4.3K
|
2.28K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
20+ 1.12% |
$3.25K - $3.59K
|
1.8K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.2% |
$3.25K - $3.59K
|
9.96K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.08% |
$3.25K - $3.59K
|
24.4K
$4.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.16% |
$3.09K - $3.41K
|
11.5K
$2.14M
|