Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
520K+ 18801.74% |
$91.7M - $97.2M
|
523K
$95.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
460KNew |
$81.2M - $86.1M
|
460K
$84.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323K+ 17.23% |
$57.1M - $60.5M
|
2.2M
$404M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176K+ 747.67% |
$31.1M - $32.9M
|
200K
$36.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171KNew |
$30.1M - $31.9M
|
171K
$31.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
153K+ 7.51% |
$27M - $28.6M
|
2.19M
$402M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
116K+ 13.8% |
$20.5M - $21.7M
|
958K
$176M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
111KNew |
$19.6M - $20.8M
|
111K
$20.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
86.1K+ 78.41% |
$15.2M - $16.1M
|
196K
$35.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
75.9KNew |
$13.4M - $14.2M
|
75.9K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
70.9KNew |
$12.5M - $13.2M
|
70.9K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70.3K+ 17.78% |
$12.4M - $13.1M
|
465K
$85.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.8K+ 27.95% |
$12.1M - $12.9M
|
315K
$57.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
68.2K+ 12.83% |
$12M - $12.8M
|
600K
$110M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
58.7KNew |
$10.3M - $11M
|
58.7K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
58.7KNew |
$10.3M - $11M
|
58.7K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
53.3K+ 122.5% |
$9.4M - $9.96M
|
96.8K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
52.2K+ 230.22% |
$9.21M - $9.75M
|
74.8K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 3.26% |
$8.2M - $8.69M
|
1.47M
$270M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46K+ 3.72% |
$8.12M - $8.6M
|
1.28M
$235M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.1K+ 25.92% |
$7.44M - $7.88M
|
205K
$37.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.3KNew |
$7.29M - $7.73M
|
41.3K
$7.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
39.4KNew |
$6.96M - $7.37M
|
39.4K
$7.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
36.7KNew |
$6.48M - $6.87M
|
36.7K
$6.74M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
36KNew |
$6.36M - $6.74M
|
36K
$6.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.6K+ 4.93% |
$5.75M - $6.09M
|
693K
$127M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
32.5K+ 8.18% |
$5.74M - $6.08M
|
430K
$78.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
31.3K+ 10.11% |
$5.51M - $5.84M
|
340K
$62.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 5.8% |
$4.89M - $5.19M
|
506K
$92.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
27.4KNew |
$4.83M - $5.12M
|
27.4K
$5.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.6KNew |
$4.7M - $4.98M
|
26.6K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.3K+ 74.6% |
$4.47M - $4.74M
|
59.3K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
23.2KNew |
$4.1M - $4.34M
|
23.2K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
22K+ 10.21% |
$3.88M - $4.11M
|
237K
$43.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
21.7K+ 10.39% |
$3.83M - $4.06M
|
231K
$42.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.9KNew |
$3.33M - $3.53M
|
18.9K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
18.3K+ 3.06% |
$3.23M - $3.42M
|
618K
$113M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
17.8K+ 7.94% |
$3.13M - $3.32M
|
242K
$44.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.2K+ 3.93% |
$3.03M - $3.21M
|
455K
$83.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
16.3K+ 153.62% |
$2.87M - $3.05M
|
26.9K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
16.2K+ 3104.6% |
$2.86M - $3.03M
|
16.7K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 12.11% |
$2.78M - $2.94M
|
146K
$26.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15.1K+ 23.81% |
$2.67M - $2.83M
|
78.7K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
14.6K+ 2.27% |
$2.58M - $2.73M
|
657K
$121M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.4K+ 4.3% |
$2.54M - $2.69M
|
349K
$64.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
14.1KNew |
$2.49M - $2.64M
|
14.1K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13.3KNew |
$2.34M - $2.48M
|
13.3K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.7K+ 4.49% |
$2.23M - $2.37M
|
295K
$54M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.7K+ 27.46% |
$2.06M - $2.18M
|
54.2K
$9.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 10.21% |
$2.04M - $2.17M
|
125K
$22.9M
|