Purchases and Sales Made in Q4 2023 in Ishares Msci Usa Quality Facto (QUAL)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.4KNew |
$178K - $207K
|
1.4K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.39KNew |
$178K - $206K
|
1.39K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.38K+ 43.99% |
$177K - $205K
|
4.53K
$822K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.37K+ 2.53% |
$175K - $203K
|
55.6K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$175K - $203K
|
1.37K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
1.36KNew |
$174K - $201K
|
1.36K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.36K+ 5.17% |
$173K - $201K
|
27.6K
$5.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.32K+ 27.82% |
$168K - $195K
|
6.06K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.31K+ 14.05% |
$167K - $194K
|
10.6K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.25K+ 12.91% |
$160K - $185K
|
11K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25K+ 4.62% |
$159K - $185K
|
28.3K
$5.13M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.23KNew |
$157K - $182K
|
1.23K
$223K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.23K+ 28.41% |
$157K - $182K
|
5.56K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.22KNew |
$156K - $181K
|
1.22K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 24.07% |
$155K - $180K
|
6.28K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.21K+ 7.7% |
$155K - $179K
|
17K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2K+ 2.78% |
$153K - $178K
|
44.4K
$8.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.19K+ 19.61% |
$152K - $176K
|
7.25K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.19KNew |
$152K - $176K
|
1.19K
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.18K+ 8.78% |
$150K - $174K
|
14.6K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.16KNew |
$148K - $172K
|
1.16K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16K+ 6.63% |
$148K - $171K
|
18.6K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.15K+ 2.22% |
$147K - $170K
|
52.8K
$9.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.15K+ 33.86% |
$146K - $170K
|
4.53K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.12K+ 15.0% |
$143K - $166K
|
8.61K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.11K+ 18.69% |
$141K - $164K
|
7.03K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.09K+ 30.12% |
$140K - $162K
|
4.72K
$857K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.09KNew |
$139K - $161K
|
1.09K
$198K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.05KNew |
$133K - $155K
|
1.05K
$190K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.02K+ 1.18% |
$130K - $150K
|
87.5K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1K+ 12.62% |
$128K - $148K
|
8.95K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1K+ 22.79% |
$128K - $148K
|
5.4K
$981K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1KNew |
$128K - $148K
|
1K
$182K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
974+ 8.6% |
$124K - $144K
|
12.3K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
972+ 59.09% |
$124K - $144K
|
2.62K
$475K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
916+ 0.24% |
$117K - $136K
|
381K
$69.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
900New |
$115K - $133K
|
900
$163K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
898+ 72.59% |
$115K - $133K
|
2.14K
$388K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
883+ 5.67% |
$113K - $131K
|
16.5K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
877+ 4.19% |
$112K - $130K
|
21.8K
$3.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
872New |
$111K - $129K
|
872
$158K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
863+ 3.74% |
$110K - $128K
|
23.9K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
850+ 2.88% |
$109K - $126K
|
30.4K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
814+ 4.64% |
$104K - $120K
|
18.3K
$3.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
799+ 0.72% |
$102K - $118K
|
112K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
796+ 3.5% |
$102K - $118K
|
23.5K
$4.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
788+ 7.6% |
$101K - $117K
|
11.2K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
786+ 5.06% |
$100K - $116K
|
16.3K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
775+ 11.41% |
$98.9K - $115K
|
7.57K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
767+ 1.07% |
$97.9K - $114K
|
72.7K
$13.2M
|