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 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
289+ 2.46% |
$36.9K - $42.8K
|
12K
$2.24M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
289+ 14.26% |
$36.9K - $42.8K
|
2.32K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
276+ 7.42% |
$35.2K - $40.8K
|
4K
$745K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
273+ 0.69% |
$34.9K - $40.4K
|
39.9K
$7.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
273New |
$34.9K - $40.4K
|
273
$50.9K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
272+ 5.06% |
$34.7K - $40.3K
|
5.65K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
271+ 96.79% |
$34.6K - $40.1K
|
551
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
270+ 7.96% |
$34.5K - $40K
|
3.66K
$683K
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
268New |
$34.2K - $39.7K
|
268
$49.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
257+ 13.83% |
$32.8K - $38K
|
2.12K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
250+ 28.9% |
$31.9K - $37K
|
1.12K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
248+ 0.88% |
$31.7K - $36.7K
|
28.4K
$5.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
243+ 10.22% |
$31K - $36K
|
2.62K
$488K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
242+ 2.85% |
$30.9K - $35.8K
|
8.73K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
241+ 11.36% |
$30.8K - $35.7K
|
2.36K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
238+ 4.37% |
$30.4K - $35.2K
|
5.68K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
234+ 5.74% |
$29.9K - $34.6K
|
4.31K
$803K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
231+ 1.02% |
$29.5K - $34.2K
|
22.8K
$4.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
230New |
$29.4K - $34K
|
230
$42.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
229+ 2.03% |
$29.2K - $33.9K
|
11.5K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
227+ 12.34% |
$29K - $33.6K
|
2.07K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
219+ 9.12% |
$28K - $32.4K
|
2.62K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
215+ 0.06% |
$27.4K - $31.8K
|
342K
$63.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
207+ 10.3% |
$26.4K - $30.6K
|
2.22K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
207New |
$26.4K - $30.6K
|
207
$38.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
205+ 0.2% |
$26.2K - $30.3K
|
102K
$19M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
202+ 5.75% |
$25.8K - $29.9K
|
3.72K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
195New |
$24.9K - $28.9K
|
195
$36.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
193New |
$24.6K - $28.6K
|
193
$36K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192New |
$24.5K - $28.4K
|
192
$35.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
191+ 6.25% |
$24.4K - $28.3K
|
3.25K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
189+ 98.44% |
$24.1K - $28K
|
381
$71K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
187+ 8.89% |
$23.9K - $27.7K
|
2.29K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
187+ 8.11% |
$23.9K - $27.7K
|
2.49K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179+ 41.72% |
$22.9K - $26.5K
|
608
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
171+ 0.77% |
$21.8K - $25.3K
|
22.4K
$4.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
171+ 6.01% |
$21.8K - $25.3K
|
3.02K
$562K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
169+ 6.93% |
$21.6K - $25K
|
2.61K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
168+ 8.63% |
$21.4K - $24.9K
|
2.12K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
166+ 8.2% |
$21.2K - $24.6K
|
2.19K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
165+ 0.69% |
$21.1K - $24.4K
|
24.2K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
151+ 4.17% |
$19.3K - $22.3K
|
3.77K
$703K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
147+ 7.16% |
$18.8K - $21.8K
|
2.2K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
147New |
$18.8K - $21.8K
|
147
$27.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
145New |
$18.5K - $21.5K
|
145
$27K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
141New |
$18K - $20.9K
|
141
$26.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
138+ 5.47% |
$17.6K - $20.4K
|
2.66K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
138+ 5.99% |
$17.6K - $20.4K
|
2.44K
$455K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
134+ 1.97% |
$17.1K - $19.8K
|
6.93K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
131New |
$16.7K - $19.4K
|
131
$24.4K
|