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
Feb 08, 2024 Q4 2023
Bcgm Wealth Management, LLC

BUY
 -
39
+ 0.14%
$4.98K - $5.77K
27.7K $5.16M
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
37
New
$4.72K - $5.48K
37 $6.9K
Feb 09, 2024 Q4 2023
Mai Capital Management

BUY
 -
36
+ 0.1%
$4.6K - $5.33K
36.3K $6.77M
Jan 16, 2024 Q4 2023
Godsey & Gibb Associates

BUY
 -
35
New
$4.47K - $5.18K
35 $6.52K
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

BUY
 -
35
New
$4.47K - $5.18K
35 $6.52K
Jan 12, 2024 Q4 2023
Clarity Financial LLC

BUY
 -
32
+ 1.41%
$4.09K - $4.74K
2.31K $430K
Jan 18, 2024 Q4 2023
John W. Brooker & Co., Cp As

BUY
 -
32
+ 0.33%
$4.09K - $4.74K
9.85K $1.84M
Feb 06, 2024 Q4 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
32
New
$4.09K - $4.74K
32 $5.96K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
31
+ 12.86%
$3.96K - $4.59K
272 $50.7K
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
30
+ 0.84%
$3.83K - $4.44K
3.61K $672K
Jan 18, 2024 Q4 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
26
+ 0.7%
$3.32K - $3.85K
3.76K $701K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
25
+ 1.56%
$3.19K - $3.7K
1.63K $304K
Jan 19, 2024 Q4 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
25
+ 1.57%
$3.19K - $3.7K
1.62K $302K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
20
+ 1.04%
$2.55K - $2.96K
1.95K $363K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
20
New
$2.55K - $2.96K
20 $3.73K
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
19
New
$2.43K - $2.81K
19 $3.54K
Jan 10, 2024 Q4 2023
New England Professional Planning Group Inc.

BUY
 -
18
+ 0.52%
$2.3K - $2.66K
3.47K $647K
Jan 18, 2024 Q4 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
18
+ 0.05%
$2.3K - $2.66K
32.9K $6.13M
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
18
+ 0.18%
$2.3K - $2.66K
10.1K $1.88M
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
18
New
$2.3K - $2.66K
18 $3.35K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
17
+ 0.18%
$2.17K - $2.52K
9.49K $1.77M
Jan 24, 2024 Q4 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
17
+ 0.12%
$2.17K - $2.52K
14.6K $2.73M
Feb 08, 2024 Q4 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
17
New
$2.17K - $2.52K
17 $3.17K
Feb 14, 2024 Q4 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
14
+ 0.36%
$1.79K - $2.07K
3.88K $723K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
11
+ 1.79%
$1.4K - $1.63K
625 $116K
Jan 16, 2024 Q4 2023
Cambridge Advisors Inc.

BUY
 -
10
+ 0.63%
$1.28K - $1.48K
1.61K $300K
Jan 30, 2024 Q4 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
10
+ 0.41%
$1.28K - $1.48K
2.47K $461K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
10
New
$1.28K - $1.48K
10 $1.86K
Jan 29, 2024 Q4 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
8
+ 0.43%
$1.02K - $1.18K
1.89K $352K
Feb 14, 2024 Q4 2023
Rmb Capital Management, LLC

BUY
 -
8
+ 0.48%
$1.02K - $1.18K
1.68K $313K
Jan 12, 2024 Q4 2023
Sterling Investment Counsel, LLC

BUY
 -
7
+ 0.26%
$894 - $1.04K
2.68K $499K
Jan 09, 2024 Q4 2023
Northside Capital Management, LLC

BUY
 -
6
+ 0.39%
$766 - $888
1.54K $287K
Jan 25, 2024 Q4 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
4
+ 0.13%
$511 - $592
3.19K $594K
Feb 05, 2024 Q4 2023
Russell Investments Group, Ltd.

BUY
 -
4
+ 0.02%
$511 - $592
18.8K $3.51M
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4
+ 0.14%
$511 - $592
2.85K $531K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
3
+ 0.35%
$383 - $444
858 $160K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3
+ 0.55%
$383 - $444
552 $103K
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
3
+ 4.17%
$383 - $444
75 $14K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
2
+ 0.03%
$255 - $296
7.12K $1.33M
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
1
+ 0.35%
$128 - $148
286 $53.3K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1
+ 0.85%
$128 - $148
119 $22.2K
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

BUY
 -
1
+ 0.01%
$128 - $148
6.95K $1.3M
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
SELL
 -
-1
- 0.07%
$128 - $148
1.37K $256K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-3
- 0.18%
$383 - $444
1.65K $307K
Feb 13, 2024 Q4 2023
Cadence Bank

Tupelo, MS
SELL
 -
-3
- 0.17%
$383 - $444
1.8K $335K
Feb 13, 2024 Q4 2023
Prudential PLC

London, England, X0
SELL
 -
-4
- 0.07%
$511 - $592
5.36K $999K
May 30, 2024 Q4 2023
Lake Street Advisors Group, LLC

SELL
 -
-5
- 0.07%
$638 - $740
6.99K $1.3M
Jan 22, 2024 Q4 2023
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-6
- 0.33%
$766 - $888
1.81K $338K
Feb 12, 2024 Q4 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-6
- 0.02%
$766 - $888
26K $4.84M

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