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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-240- 51.5% |
$42.3K - $44.9K
|
226
$41.4K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-244- 5.88% |
$43K - $45.6K
|
3.91K
$717K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-248- 2.71% |
$43.8K - $46.4K
|
8.91K
$1.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-251- 0.46% |
$44.3K - $46.9K
|
54.4K
$9.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-283- 2.49% |
$49.9K - $52.9K
|
11.1K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-291- 3.86% |
$51.3K - $54.4K
|
7.25K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-298- 4.18% |
$52.6K - $55.7K
|
6.83K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-311- 24.0% |
$54.9K - $58.1K
|
985
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-335- 3.63% |
$59.1K - $62.6K
|
8.91K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-343- 2.96% |
$60.5K - $64.1K
|
11.2K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-365- 10.45% |
$64.4K - $68.2K
|
3.13K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-386- 2.92% |
$68.1K - $72.1K
|
12.8K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-415- 3.85% |
$73.2K - $77.6K
|
10.4K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-436- 5.55% |
$76.9K - $81.5K
|
7.41K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-436- 0.94% |
$76.9K - $81.5K
|
46K
$8.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-439- 0.14% |
$77.4K - $82.1K
|
304K
$55.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-443- 0.95% |
$78.2K - $82.8K
|
46.3K
$8.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-451- 3.73% |
$79.6K - $84.3K
|
11.6K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-478- 23.49% |
$84.3K - $89.3K
|
1.56K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-498- 1.36% |
$87.9K - $93.1K
|
36K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-501- 8.77% |
$88.4K - $93.6K
|
5.21K
$956K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-521- 1.15% |
$91.9K - $97.4K
|
44.6K
$8.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-533- 2.21% |
$94K - $99.6K
|
23.6K
$4.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-553- 3.32% |
$97.6K - $103K
|
16.1K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-574- 2.8% |
$101K - $107K
|
20K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-591- 1.09% |
$104K - $110K
|
53.8K
$9.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-601- 2.08% |
$106K - $112K
|
28.3K
$5.19M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-621- 0.72% |
$110K - $116K
|
86K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-633- 15.02% |
$112K - $118K
|
3.58K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-638- 14.94% |
$113K - $119K
|
3.63K
$666K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-654- 1.49% |
$115K - $122K
|
43.3K
$7.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-694- 17.66% |
$122K - $130K
|
3.24K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-757- 23.41% |
$134K - $141K
|
2.48K
$454K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-778- 0.7% |
$137K - $145K
|
110K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-781- 6.45% |
$138K - $146K
|
11.3K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-801- 1.66% |
$141K - $150K
|
47.5K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-835- 1.49% |
$147K - $156K
|
55.1K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-837- 39.54% |
$148K - $156K
|
1.28K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-852- 4.55% |
$150K - $159K
|
17.9K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-853- 9.42% |
$150K - $159K
|
8.21K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-873- 1.18% |
$154K - $163K
|
72.8K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-942- 2.94% |
$166K - $176K
|
31.1K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-944- 3.96% |
$167K - $176K
|
22.9K
$4.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-984- 46.11% |
$174K - $184K
|
1.15K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.03K- 0.99% |
$182K - $193K
|
103K
$18.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$188K - $199K
|
38.2K
$7.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.08K- 40.88% |
$191K - $202K
|
1.56K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.15K- 0.7% |
$203K - $215K
|
164K
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.16K- 7.46% |
$205K - $217K
|
14.4K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 29.5% |
$206K - $219K
|
2.8K
$513K
|