Purchases and Sales Made in Q4 2023 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 Q4 2023. 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
Jan 12, 2024 Q4 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
1.4K
New
$178K - $207K
1.4K $244K
Feb 02, 2024 Q4 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
1.4K
New
$178K - $207K
1.4K $244K
Jan 22, 2024 Q4 2023
Osborne Partners Capital Management, LLC

BUY
 -
1.39K
New
$178K - $206K
1.39K $244K
Jan 12, 2024 Q4 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
1.38K
+ 43.99%
$177K - $205K
4.53K $792K
Jan 26, 2024 Q4 2023
Bay Harbor Wealth Management, LLC

BUY
 -
1.37K
+ 2.53%
$175K - $203K
55.6K $9.72M
Feb 15, 2024 Q4 2023
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
1.37K
New
$175K - $203K
1.37K $240K
Feb 06, 2024 Q4 2023
Petix & Botte CO

BUY
 -
1.36K
New
$174K - $201K
1.36K $238K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

BUY
 -
1.36K
+ 5.17%
$173K - $201K
27.6K $4.82M
Jan 18, 2024 Q4 2023
Altfest L J & CO Inc

BUY
 -
1.32K
+ 27.82%
$168K - $195K
6.06K $1.06M
Feb 06, 2024 Q4 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
1.31K
+ 14.05%
$167K - $194K
10.6K $1.86M
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.25K
+ 4.62%
$159K - $185K
28.3K $4.94M
Feb 21, 2024 Q4 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
1.23K
New
$157K - $182K
1.23K $215K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.23K
+ 28.41%
$157K - $182K
5.56K $972K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
1.22K
New
$156K - $181K
1.22K $214K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.22K
+ 24.07%
$155K - $180K
6.28K $1.1M
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.21K
+ 7.7%
$155K - $179K
17K $2.97M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
1.2K
+ 2.78%
$153K - $178K
44.4K $7.76M
Jan 23, 2024 Q4 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.19K
+ 19.61%
$152K - $176K
7.25K $1.27M
Feb 12, 2024 Q4 2023
Tfo Tdc, LLC

BUY
 -
1.19K
New
$152K - $176K
1.19K $208K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
1.18K
+ 8.78%
$150K - $174K
14.6K $2.55M
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
1.16K
New
$148K - $172K
1.16K $203K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.16K
+ 6.63%
$148K - $171K
18.6K $3.26M
Feb 14, 2024 Q4 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
1.15K
+ 2.22%
$147K - $170K
52.8K $9.23M
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

BUY
 -
1.15K
+ 33.86%
$146K - $170K
4.53K $792K
Feb 13, 2024 Q4 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
1.12K
+ 15.0%
$143K - $166K
8.61K $1.51M
Jan 12, 2024 Q4 2023
Financial Sense Advisors, Inc.

BUY
 -
1.11K
+ 18.69%
$141K - $164K
7.03K $1.23M
Feb 07, 2024 Q4 2023
Horan Securities, Inc.

BUY
 -
1.09K
+ 30.12%
$140K - $162K
4.72K $826K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
1.09K
New
$139K - $161K
1.09K $191K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
1.05K
New
$133K - $155K
1.05K $183K
Feb 08, 2024 Q4 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
1.02K
+ 1.18%
$130K - $150K
87.5K $15.3M
Jan 22, 2024 Q4 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1K
+ 12.62%
$128K - $148K
8.95K $1.57M
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
1K
+ 22.79%
$128K - $148K
5.4K $945K
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1K
New
$128K - $148K
1K $175K
Jan 25, 2024 Q4 2023
Tfc Financial Management

BUY
 -
974
+ 8.6%
$124K - $144K
12.3K $2.15M
Jan 29, 2024 Q4 2023
Crestwood Advisors Group LLC

BUY
 -
972
+ 59.09%
$124K - $144K
2.62K $458K
Jan 29, 2024 Q4 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
916
+ 0.24%
$117K - $136K
381K $66.5M
Feb 07, 2024 Q4 2023
Banque Cantonale Vaudoise

BUY
 -
900
New
$115K - $133K
900 $157K
Nov 14, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
898
+ 72.59%
$115K - $133K
2.14K $373K
Jan 26, 2024 Q4 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
883
+ 5.67%
$113K - $131K
16.5K $2.88M
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
877
+ 4.19%
$112K - $130K
21.8K $3.82M
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
872
New
$111K - $129K
872 $152K
Jan 10, 2024 Q4 2023
Aries Wealth Management

BUY
 -
863
+ 3.74%
$110K - $128K
23.9K $4.19M
Feb 14, 2024 Q4 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
850
+ 2.88%
$109K - $126K
30.4K $5.31M
Feb 14, 2024 Q4 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
814
+ 4.64%
$104K - $120K
18.3K $3.21M
Jan 22, 2024 Q4 2023
Weaver Consulting Group

BUY
 -
799
+ 0.72%
$102K - $118K
112K $19.6M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
796
+ 3.5%
$102K - $118K
23.5K $4.11M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
788
+ 7.6%
$101K - $117K
11.2K $1.95M
Feb 13, 2024 Q4 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
786
+ 5.06%
$100K - $116K
16.3K $2.85M
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
775
+ 11.41%
$98.9K - $115K
7.57K $1.32M

Track Institutional and Insider Activities on QUAL

Follow ISHARES MSCI USA QUALITY FACTO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells QUAL shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Usa Quality Facto insider buys or sells QUAL shares.

Notify only if

News

Receive news related to ISHARES MSCI USA QUALITY FACTO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on QUAL